Andrew Shippee
Central Valley,NY
Summary
Responsible and passionate team player with experience in wealth management. Well-organized and analytical approaching problems and resolving variances. Over 1 year of related experience and superior work ethic focused on maximizing efficiency and maintaining organized and successful client relationships.
Overview
6
6
years of professional experience
Work History
Virtual Engagement Associate
Morgan Stanley
New York, NY
12.2022 - Current
- Successfully brought in 42.1 million dollars in net acquiried assets through proactive outreach and strategic initiatives.
- Selected to participate in TEMPO program with only 8 other colleagues on a 350 person desk assisting in the reconstruction of financial advisors sales strategies throughout the United States.
- Coordinated and participated in group presentations on financial services to attract new clients.
- Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
- Recommended strategies to financial advisors to help achieve financial goals.
- Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
- Informed clients about tax benefits, government rebates or other financial benefits to save clients money.
Assistant Project Manager
James E Fitzgerald Inc
New York, NY
09.2021 - 12.2022
- Participate in all aspects of the project (billing, insurance, submittals, RFIs)
- Manage 20+ projects at a time, varying in size
- A part of multiple multi-million dollar commercial interior projects
- Coordinate between the client, subcontractor, and building personnel
- Maintain compliance with all NYC Department of Buildings requirements at all times
- Organize all pieces of the project from start to finish
Assistant Superintendent
James E Fitzgerald Inc
06.2021 - 09.2021
- Successfully bridged the gap between the office staff and those out in the field
- Provided support to entire superintendents department
- Utilized Microsoft Projects and Milestones to build both nid and project schedules
- Managed time records of all laborers
Internal Finance Intern
James E Fitzgerald Inc
New York, NY
06.2018 - 03.2020
- Developed and utilized spreadsheets, databases and other computer applications to complete assigned tasks.
- Assisted in preparing weekly, monthly and quarterly financial reports.
- Analyzed general ledger accounts to identify relevant transactions..
- Performed industry analyses to develop operational best practices and update internal documentation.
Education
Bachelor of Science - Finance and Marketing
State University of New York (SUNY) College
05.2021
Skills
- FINRA Series 7
- NASAA Series 63
- CRM Software
- Compliance Management
- Financial Planning
- Client Retention
- Business Development
- Lead prospecting
Timeline
Virtual Engagement Associate
Morgan Stanley
12.2022 - Current
Assistant Project Manager
James E Fitzgerald Inc
09.2021 - 12.2022
Assistant Superintendent
James E Fitzgerald Inc
06.2021 - 09.2021
Internal Finance Intern
James E Fitzgerald Inc
06.2018 - 03.2020
Bachelor of Science - Finance and Marketing
State University of New York (SUNY) College