We found the following information about Andy Collado at The Financial Clinic, where the professional has worked as a Assistant Director of National Programs since 2019. Andy's total work experience is over 13 years, during which time Andy Collado had at least six jobs at different companies to develop skills. Andy studied at the Borough of Manhattan Community College from 2008 to 2011. Andy received the following certifications: Series 7, Series 63, and Insurance Agent, Accident, Health, Life. Andy Collado is experienced in two languages: English and Spanish. Andy Collado currently is located in Flushing, New York. You can contact with Andy by looking for phone or email address or find further information by requesting access to the person's further details from us.
Name variants:
Andreas Collado,
Andrew Collado,
Drew Collado,
Andrea Collado
Last updated Jul 01, 2024
Contact Information
Last Update
Jul 1, 2022
Email
ac**@thefinancialclinic.org, an**@hotmail.com, an**@gmail.com
Location
Flushing, NY
Company
Workplace
Assistant Director of National Programs
New York, NY
Industry
Financial Services, Management Services
Colleagues
Work History
Assistant Director of National Programs
115 west 30Th St SUITE 700, New York, NY 10016
from Dec 2019
Premier Relationship Manager, Branch Relationship Banker, Assistant Vice President
Managed portfolio of both domestic and international high net worth clients with international needs. Used a comprehensive strategy to uncover client needs and provide holistic solutions to ...
Jun 2008 — May 2011
Personal Banker
270 Park Ave, New York, NY 10010
Delivered trusted and consistent customer service and generated branch revenue through effective profiling and recommending suitable solutions in accordance to clients’ financial needs and g...
Oct 1, 2005 — Jun 1, 2008
Portfolio Manager
44 Wall Street Ct, New York, NY 10005
Established and built domestic and international client relationships through direct sales and marketing calls. Personally responsible for managing assets for up to 100 clients. Performed de...
Mar 2004 — Oct 2005
Account Executive and Junior Broker
Trained by top sales-producer to open and manage new investment accounts. Prospected for leads using various resources.
Jun 2002 — May 2003
Education
2008 — 2011
2003 — 2004
2003 — 2003
2000 — 2002
1996 — 2000
Occupations
Executive
Deputy Director
Accountant
Finance and Accounting Specialist
Supporting Member
Deputy Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Investments
Portfolio Management
Strategy
Wealth Management
Finance
Sales
Crm
Management
Mutual Funds
Marketing
Asset Management
Event Planning
FAQs about Andy Collado
What's the main profession of Andy Collado?
Andy is a Assistant Director of National Programs.
What jobs is Andy Collado proficient at at?
Andy is a professional Executive and Deputy Director jobs.
Where does Andy Collado currently live?
The professional currently lives in Flushing, New York.
What is Andy's email?
The expert's email is ac**@thefinancialclinic.org and an**@hotmail.com.
Where did Andy Collado work?
The professional worked at The Financial Clinic, J.p. Morgan.
What education does Andy Collado have?
Andy studied at the Borough of Manhattan Community College from 2008 to 2011.
What are the certifications of Andy Collado?
This expert received the following certifications: Series 7, Series 63, Insurance Agent, Accident, Health, Life, Accredited Financial Counselor (Afc), and Financial Industry Regulatory Authority (Finra).
What languages does Andy Collado speak?
Andy Collado speaks English and Spanish.