Andrew Morgasen

Andrew Morgasen


New York, New York, United States

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Work Experience

Charles Schwab

VP, Financial Consultant

2019-05-01 - Present

Clare and associates (A private wealth advisory practice of Ameriprise Financial Services, Inc.)

Associate Financial Advisor

2012-05-01 - 2019-05-01

Hofstra University

MBA Student

2011-04-01 - 2012-05-01

Wells Fargo Advisors

Financial Advisor

2010-08-01 - 2011-04-01

National Securities

Registered Representative

2010-04-01 - 2010-07-01

Obsidian Financial Group

intern

2010-01-01 - 2010-04-01

Private One

One on one Music Theory Tutor

2009-07-01 - 2009-09-01

Nassau BOCES

Substitute Teacher Aide

2008-12-01 - 2009-06-01

The Portrait Shoppe

Photographer's Assistant

2001-06-01 - 2002-08-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English