Andrew J. Massey

Andrew partners with Senior Financial Advisors in maintaining client relationships and accounts by preparing and presenting financial plans to clients and monitors progress toward achieving client goals. He upholds all compliance and customer service standards. Andrew executes actions in client accounts in addition to performing planning and other investment-related activities.

Experience:

• iConnections, Vice President, Investor Relations
• Pershing, BNY Mellon, Vice President, Global Marketing – Sponsorships
• Beacon Trust Company, Research Analyst, Investor Relations

Education/Certifications:

• Hobart College, BA, American Studies