Andrew joined The Bulfinch Group in July 2022. In his role, he supports the PAS/Investment Operations team. His primary responsibilities include:
- Review, process and follow up on various brokerage and non-brokerage account requests including asset movement requests, IRA distributions, journals between brokerage accounts, annuity processing and other cash and asset processing;
- Act as subject matter expert for several different responsibilities within brokerage Operations; and
- Interact with Broker/Dealer on routine brokerage account processing requests; provide timely updates and statuses to FRs and staff.
Prior to Bulfinch, Andrew spent a year at Ustocktrade in Newton as a Stock Loan Associate and prior to that, served in varying Business Analyst roles at John Hancock as well as Fidelity Investments.
Andrew received his B.A. in Accounting and Finance from Roger Williams University. A Needham resident, when not working, you will find Andrew sailing competitively in Newport and Marblehead as well as volunteering with Needham’s flag football teams.