Andrew joined United Asset Strategies in 2022 after graduating from CUNY Brooklyn College with a B.B.A. in Leadership and Human Resources Management. As an Investment and Operations analyst, Andrew assists in the maintenance and reconciliation of company software along with supporting United's day to day operations.
Andrew Lee
Investment & Data Specialist
United Asset Strategies Inc
United States, New York, New York
About Me
Profile Information
Investment & Data Specialist
United Asset Strategies Inc
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
Jan 14, 2025
More profiles to browse
Lee Delorenzo
Co-Founder
JS
Jiorden Sanchez
Director, Portfolio Management & Investment Research
Matthew DeLorenzo
Chief Executive Officer and Chief Investment Officer
Thomas Laviano
Director, Portfolio Management, Trading & Technical Analysis
You Might Like
MO
Melissa Opel
Portfolio Manager
Northern Capital Management Inc
RD
Russ Degitz
Principal
Huntington University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services