Andrew Morrison is a highly qualified professional, that works in World Wrapps on the position of Business Development, Technology, Finance from 2016. Andrew Morrison has earned professional experience in more than ten positions at various companies. This person has these professional qualifications: Chartered Advisor In Philanthropy, Certified Financial Planner, and Certified Private Wealth Advisor. San Francisco, California is the area, where the professional was lastly known to be located. Their email address and phone are easily accessed through SoftwareOfficial on demand.
Name variants:
Andru Morrison,
Andy Morrison,
Drew Morrison
Last updated Jul 02, 2024
Contact Information
Last Update
Jul 2, 2022
Email
an**@verizon.net
Location
San Francisco, CA
Company
World Wrapps
Workplace
Business Development, Technology, Finance
Work History
Consultant, Business Development
New York, NY
Boutique Wealth Management firm based in Marin County, CA. Advisers on Family Wealth Management,Social Security Strategies, 401k and Retirement Planning, Professional Athletes, Estate Trusts...
Dec 2014 — Dec 2015
Self Employed
Independent consultant to the Investment management community. Research projects and software maintenance.
Feb 2011 — Nov 2014
Institutional Equity Sales
Institutional equity sales to the hedge fund and mutual fund community. Focus on Technology, Life Sciences, Clean Technology and Retail sectors.
Nov 2010 — Dec 2011
Senior Financial Advisor, Senior Vice President - Wealth Management
New York, NY
Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete...
from Jun 2009
Private Equity Placements and Corporate Share Repurchases
1000 Wilshire Blvd, Los Angeles, CA 90017
Private placement agent for primarily life sciences corporations working with the VC community. Moved to Private Equity desk as part of the Wedbush acquisition of Pacific Growth Equities. Al...
Dec 2008 — Nov 2010
Institutional Equity Sales
Institutional equity sales to the hedge fund and mutual fund community. Focus on Technology, Life Sciences, Clean Technology and Retail sectors.
Mar 2006 — Dec 2008
Director of Operations
Start up firm designed to mitigate negative effects of money flows into and out of no load mutual funds. Created operations infrastructure and developed front end of the web site. Company ce...
Apr 2003 — Dec 2005
Analyst, Co-Portfolio Manager, Chief Financial Officer
Financial Services and Telecom analyst for mutual fund/hedge fund management firm. Co-Portfolio Manager for long/short equity hedge fund. CFO for the first two years of firm's operations. Fi...
Mar 1999 — Apr 2003
Vice President and Analyst and Controller
555 California St SUITE 1625, San Francisco, CA 94104
Served as Controller for Investment Management group at Robertson Stephens. Worked directly for CEO on sale of the business to Bank of America and the subsequent management buyout of the fir...
Oct 1994 — Feb 1999
Education
1988 — 1991
1985 — 1986
1979 — 1983
Occupations
Accountant
Finance and Accounting Specialist
Counselor
Security
Accounting Bookkeeper
Bookkeeper
Advisor
Skills
Equity Research
Investor Relations
Private Equity
Investment Management
Investments
Product Development
Sales
Cfo
Hedge Funds
Equities
Start Ups
Venture Capital
Financial Services