Andrew Pavlakis Scholnick

Associate Director, Wealth Management at Spearhead

Since 2016, Andrew Pavlakis Scholnick has been working in Shepherd Kaplan based 499, 499. This person is a competent Associate with over eight years of work experience. According to Andrew's CV and work profile, this expert has worked at more than seven places with diverse backgrounds and got different skills. Andrew attended school at the Bentley University from 2012 to 2016. Andrew has professional certification as Bloomberg Certification and Uniform Investment Adviser Law Examination (Series 65) and this person has studied English and Greek. Andrew can be found in Marblehead, Massachusetts – where this professional currently lives. You can search for the professional's e-mail and phone. We can also provide you exhaustive contact information upon request.
Name variants:
Andru Scholnick, Andy Scholnick, Drew Scholnick
Last updated Jul 01, 2024

Contact Information

Last Update
Jul 7, 2022
Location
Marblehead, MA

Workplace

Shepherd Kaplan LLC
Associate

Boston, MA

Industry

Financial Services, Investment Advisory Service, Investment Advice

Work History

Associate

125 Summer St, Boston, MA 02110
Shepherd Kaplan LLC is an independent Investment Advisory firm providing consulting, educational and investment management services to institutional and private investors. Shepherd Kaplan LL...
Jun 2016 — Mar 2018

Associate Director, Wealth Management at Spearhead

12012 south Shore Blvd SUITE 112, Wellington, FL 33414
from Mar 2018

Host

Sep 2015 — Jun 2016

Student

Waltham, MA
Sep 2012 — May 2016

Wealth Management Intern

1585 Broadway, New York, NY 10003
Analyze asset allocations Research into new mutual funds and ETFs Provide weekly reports on MLPs and other alternative investments
Jan 2015 — May 2015

Research Intern

501 north Broadway St, Louis, MO
Perform Macroeconomic research Research into various bonds
May 2014 — Aug 2014

Intern

358 Chestnut Hill Ave, Boston, MA 02135
Conduct research dealing with mergers and acquisitions. Prepared weekly reports proposing prospective companies Evaluate prospective mergers and acquisitions
Sep 2013 — May 2014

Education

2012 — 2016
2008 — 2012

Occupations

Executive
Deputy Director
Supporting Member
Pastoral Worker
Accountant
Finance and Accounting Specialist
Deputy Manager
Chief Executive
Team Member
Clergy
Accounting Bookkeeper
Bookkeeper

Skills

Financial Analysis
Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Office
Public Speaking
Mergers and Acquisitions
Access
Management
Data Analysis
Teamwork
Outlook
Social Media
Leadership

FAQs about Andrew Pavlakis Scholnick

What is the main profession of Andrew Pavlakis Scholnick?

Andrew Pavlakis Scholnick is a Associate Director, Wealth Management at Spearhead.

What jobs is Andrew Pavlakis Scholnick a professional at?

The expert is a professional Executive and Deputy Director jobs.

Where is Andrew Pavlakis Scholnick located?

The expert is currently located in Marblehead, Massachusetts.

Where did Andrew Pavlakis Scholnick work?

Andrew Pavlakis Scholnick worked at Shepherd Kaplan Llc, Spearhead Capital, Llc.

What education does Andrew Pavlakis Scholnick have?

Andrew studied at the Bentley University from 2012 to 2016.

What are the certifications of Andrew Pavlakis Scholnick?

Andrew received the following certifications: Bloomberg Certification, Uniform Investment Adviser Law Examination (Series 65), and Bloomberg Lp.

What languages does Andrew Pavlakis Scholnick speak?

Andrew Pavlakis Scholnick speaks English and Greek.

Are there any industries, that Andrew Pavlakis Scholnick is connected to?

This person works in Financial Services industry.
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