Andrew Southall
New Orleans,LA
Summary
Dynamic professional with a proven track record in equity and options markets, exemplified by triple-digit returns as an Independent Investor. Skilled in relationship building and clear communication, I successfully expanded a service business by 40% in its first year, leveraging strategic insights and a client-focused approach to drive growth and retention.
Overview
4
4
years of professional experience
Work History
Independent Investor
Self-Directed Portfolio Management
New Orleans, USA
01.2023 - Current
- Managed personal portfolio across equities and options; tracked performance and adjusted positions based on risk, conviction, and time horizon to optimize returns.
- Researched companies and themes (earnings, competitive landscape, macro catalysts) to form clear bull/bear views, informing risk-taking decisions.
- Followed markets daily and translated headlines into actionable insights, identifying potential movements and key factors influencing market trends.
- Built real comfort with volatility, sizing, and decision-making; recorded select options trades with triple-digit returns (up to ~140%).
Founder
Independent Service Business
Castle Pines, USA
01.2022 - 01.2024
- Built a neighborhood service business from zero by earning trust, getting referrals, and turning one-time clients into recurring weekly revenue.
- Expanded client base by ~40% in year one through word-of-mouth referrals and consistent follow-through.
- Managed full client lifecycle: outreach, scheduling, service delivery, and retention, identifying key drivers of repeat business.
- Developed systems for client communication and reliability (confirmations, follow-ups, scheduling), enhancing consistency and client retention.
Head Expeditor
Eddie V's Prime Seafood
Denver, USA
01.2023 - 01.2024
- Coordinated kitchen-to-floor execution during high-volume service; kept timing, communication, and quality tight under pressure.
- Engaged high-expectation clientele, delivering responsive and professional service.
- Resolved real-time issues with managers and team leads, maintaining composure and high standards in a premium environment.
- Cultivated service mindset by anticipating needs, communicating clearly, and ensuring follow-through.
- Provided exceptional service in fine dining establishments.
Pitch & Communication Work
Tulane
01.2024 - Current
- Developed persuasive pitch materials (decks, one-pagers, recaps) highlighting clarity of ask, value, and key metrics.
- Presented and wrote in direct, client-ready tone, emphasizing actionable outcomes and next steps.
- Utilized Excel/Sheets and PowerPoint/Slides to organize information, summarize insights, and clarify recommendations.
Education
B.A. - Business Communication
Tulane University
New Orleans, LA05.2028
Bachelor of International Business Economics - International Business
American University of Paris
Paris, FranceSkills
- Excel and Google Sheets
- PowerPoint and Google Slides
- Canva design
- Relationship building and follow-up
- Clear communication skills
- Value-based selling strategies
- Equity and options markets knowledge
- Company research and analysis
- Earnings and macro tracking
- Risk awareness in investing
- Markets and investing expertise
- Entrepreneurship and innovation
- Fitness knowledge
- Travel experience
- Global business culture understanding
Websites
Hobbies and Interests
- Markets & investing
- Entrepreneurship
- Fitness
- Travel and global business culture
Timeline
Pitch & Communication Work
Tulane
01.2024 - Current
Independent Investor
Self-Directed Portfolio Management
01.2023 - Current
Head Expeditor
Eddie V's Prime Seafood
01.2023 - 01.2024
Founder
Independent Service Business
01.2022 - 01.2024
B.A. - Business Communication
Tulane University
Bachelor of International Business Economics - International Business
American University of Paris