Andrew Elliott
Eagle River
Summary
Professional financial services expert with comprehensive experience in managing client portfolios and providing strategic financial guidance. Known for collaborative approach and results-driven mindset, ensuring reliability and adaptability in dynamic environments. Skilled in investment analysis, financial planning, and fostering client relationships.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Financial Services Professional
New York Life & NYLIFE Securities
Anchorage, AK
08.2018 - Current
- Analyzed financial data to inform and enhance client investment strategies.
- Developed tailored financial strategies that align with client objectives.
- Led client meetings to assess and enhance investment strategies and objectives.
- Fostered teamwork and communication among GO staff to improve overall client service outcomes.
- Evaluated financial data to guide client investment strategies.
Community Director & Certified Mentor
Weidner Apartment Homes
Anchorage, AK
07.2016 - 01.2018
- Developed and implemented strategic marketing campaigns that increased resident inquiries and improved occupancy rates.
- Led community engagement initiatives that fostered relationships among tenants and significantly enhanced resident satisfaction.
- Oversaw property management operations, ensuring compliance with company policies and local regulations.
- Mentored staff on effective communication techniques, resulting in improved resident interactions and service delivery.
- Developed and implemented marketing strategies to enhance property visibility and attract new residents.
Community Director & Certified Mentor
Weidner Apartment Homes
Anchorage, AK
06.2002 - 04.2016
- Oversaw properties with up to 385 units, handling an annual revenue budget of $1.3-$3.6M and an expense budget of $421K-$1.2M, while supervising 6 employees.
- Manage on-site staff and vendors. Secure resident and office files. Strictly comply with Fair Housing Laws. Investigate monthly profit and loss reports and set strategies to meet budgets.
- Leveraged expertise in marketing and leasing to analyze competitive properties, informing effective marketing strategies and leasing approaches.
- Managed on-site staff and vendors, secured resident and office files, ensured compliance with Fair Housing Laws, and analyzed monthly profit and loss reports to establish budget strategies.
- Arrange and approve accurate and timely payroll reports. Obtain revenues from rents, deposits, and fees. Conduct pre-move out inspections.
- Schedule timely completion of make-readies and service requests with on-site staff and vendors. Inspect empty and market-ready units.
- Facilitated discussions to address and improve employee performance issues. including annual performance reviews.
- Tracked inventory and approved invoices while processing resident applications and apartment leases, conducted daily property walk-throughs, and identified available apartments.
Assistant Operations Officer
U.S. Army
Anchorage, AK
05.1996 - 05.2002
- Planned & coordinated deployments of 645-soldier battalion. Worked as primary aide to battalion operations officer for operations, plans, organization, and training of engineering, direct service maintenance, public affairs detachment, explosive ordinance detachment, and chemical companies.
- As platoon leader, oversaw welfare of 37 enlisted personnel who handled quality control and assurance of all construction projects.
- Led platoon in deployment to Annette Island to upgrade 8 miles of main supply route in very challenging and dangerous location.
- Managed $3.5M in property, ensuring readiness and operational capability of 14 vehicles and 36 pieces of heavy engineer construction equipment.
- Directed Best Squad competition winners in demolition mission involving detonation of six draining ditches contributing to drainage of contaminated marshland improving it for migrating waterfowl within the Eagle River Flats.
- Chosen to participate in two-week internship with U.S. Army Corps of Engineers in Alaska assisting in quality control, quality assurance, and construction site inspection for Fort Richardson Whole Barracks Construction Project.
- Successfully completed Northern Warfare Training Center's Cold Weather Leader Course.
- Led demolition mission for Best Squad competition, detonating six draining ditches to enhance drainage of contaminated marshland for migrating waterfowl in Eagle River Flats.
- Assisted with building layout, framing, sheathing, fabrication, and roofing structures. Read and interpreted drawings and specifications.
- Applied and accepted to U.S. Army Officer Candidate School at Fort Benning, GA where I earned my commission as an Officer in the U.S. Army.
- Achieved $50K savings for U.S. Army and United Nations as tool room/workshop supervisor during deployment to former Yugoslav Republic of Macedonia.
- Instrumental in renovating Bravo Company platoon storage facilities, assisting in installing 2,000+ linear feet of electrical wire, 30 fluorescent light fixtures, and reconstructing existing facility walls.
Education
Bachelor of Science - Psychology
Ball State University
Muncie, INSkills
- Financial advisory
- Financial analysis
- Cash flow management
- Cash management
- Know your customer
- Documentation skills
- Sales and marketing
- Client relations
- Insurance planning
- Retirement planning
- Asset allocation
Accomplishments
- Rookie of the Year - 2019 Alaska General Office
- Career Summit Qualifier - 2019 Alaska General Office
- Stabilized two distressed communities, both within a six-month time period, by decreasing vacancy, increasing resident retention, increasing budgeted revenue and developing on-site teams, July 2016-January 2018.
- Chosen for Weidner's Certified Mentor Program, 2013.
- Most Supportive/Above & Beyond Office Team Award, 2016, 2006.
- Presented with SatisFacts Superior Resident Satisfaction Award, 2014, 2011.
- Earned Weidner President's Award - Alaska Region, 2011.
- Received Consistent Customer Satisfaction Award, 2011, 2009.
Certification
- Series 63 - Uniform Securities Agent State Law Examination (Obtained 2026)
- SIE - Securities Industry Essentials Examination (Obtained 2019)
- Series 6 TO - Investment Company/Variable Contracts Representative Examination (Obtained in 2019)
Timeline
Financial Services Professional
New York Life & NYLIFE Securities
08.2018 - Current
Community Director & Certified Mentor
Weidner Apartment Homes
07.2016 - 01.2018
Community Director & Certified Mentor
Weidner Apartment Homes
06.2002 - 04.2016
Assistant Operations Officer
U.S. Army
05.1996 - 05.2002
Bachelor of Science - Psychology
Ball State University