Andrew Phelps is a high-level professional, working in Blackrock main office of which is in 4. on the position of Partner Operations @ Futureadvisor from 2015. This person has earned professional experience in more than five positions at different companies. Andrew Phelps went to the Sonoma State University and got education from 2012 to 2014. Berkeley, California is the area, where this person was known to be located. This person's contacts can be accessed through SoftwareOfficial by request.
Name variants:
Andru Phelps,
Andy Phelps,
Drew Phelps
Last updated Jul 02, 2024
Workplace
Colleagues
Work History
Partner Operations @ Futureadvisor
55 east 52Nd St, New York, NY 10055
Worked with LPL Financial and US Bank partnerships on all operational efforts with FutureAdvisor's Robo-Advisory platform
Oct 2015 — Feb 2018
Investment Operations Analyst
3 Harbor Dr, Sausalito, CA 94965
Aperio Group is a $14 billion investment management firm working primarily with ultra high-net-worth investors, usually through their wealth managers. Aperio Group specializes in ultra-custo...
Oct 2014 — Sep 2015
Financial Analyst Intern
5301 Stevens Creek Blvd, Santa Clara, CA 95051
Engaged with multiple divisions of the Finance department for summer-long projects and various procedural improvements. Collaborated with the Internal Audit team to conduct a two-week on-sit...
May 2014 — Aug 2014
Financial Analyst Intern
6230 Stoneridge Mall Rd, Pleasanton, CA 94588
Joined both of Workday's FP&A teams (Corporate and Professional Services) as a summer intern. Undertook all responsibilities of a Senior Financial Analyst, including forecasting, budgeting, ...
May 2013 — Aug 2013
Finance Intern
6230 Stoneridge Mall Rd, Pleasanton, CA 94588
Collaborated with other members of the Finance department to implement the Apttus platform within Salesforce with the purpose of turning information-rich static data into dynamic data. Ensur...
Jun 2012 — Sep 2012
Education
2012 — 2014
2011 — 2012
2010 — 2011
2006 — 2010
Occupations
Executive
Partner
Analyst
Managers
Chief Executive
Analysts
Skills
Equities
Derivatives
Investments
Leverage
Leveraged Finance
FAQs about Andrew Phelps
What's the main profession of Andrew Phelps?
This professional's job is Developer
What jobs is Andrew a professional at?
The expert is proficient at Executive and Partner jobs.
Where does Andrew Phelps currently live?
They currently lives in Berkeley, California.
How many companies did Andrew Phelps work at?
The professional worked at five jobs.
What education does Andrew Phelps have?
Andrew studied at the Sonoma State University from 2012 to 2014.
Are there any industries Andrew Phelps is connected to?
This professional works in Investment Management industry.
Are there any special skills, that Andrew Phelps has?
Andrew has the following skills: Equities, Derivatives, Investments, Leverage, and Leveraged Finance.