Andrew Lavoie
Director of Advanced Planning at I. M. Financial- Claim this Profile
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Bio
Credentials
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SIE
FINRA -
Series 66
FINRA -
Series 7
FINRA
Experience
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I. M. Financial
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United States
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Financial Services
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1 - 100 Employee
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Director of Advanced Planning
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Aug 2023 - Present
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 101 CRAWFORDS CORNER ROAD, SUITE 2405, HOLMDEL NJ, 07733, 908-709-0020. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Northeast Financial Network is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4260896. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Show less
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Northeast Financial Network
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Sep 2022 - Present
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 101 CRAWFORDS CORNER ROAD, SUITE 2405, HOLMDEL NJ, 07733, 908-709-0020. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Northeast Financial Network is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4260896. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Show less
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Self-employed
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Real Estate
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1 - 100 Employee
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Real Estate Acquisitions and Asset Management
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May 2015 - Present
• LP investor in commercial real estate • GP for multifamily investments • Buy-and-hold achieving 12% average cash-on-cash return • Value-add most recent exit achieved 22.5% IRR and 2x multiplier in 44-months • LP investor in commercial real estate • GP for multifamily investments • Buy-and-hold achieving 12% average cash-on-cash return • Value-add most recent exit achieved 22.5% IRR and 2x multiplier in 44-months
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AGW Group
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United States
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Advertising Services
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1 - 100 Employee
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GM
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Apr 2018 - Jun 2022
• FP&A and operational strategy • Provided financial analytical support, scenario modeling, and actionable insights at the executive level • Financial modeling, budgeting and forecasting, variance analysis, resource optimization, and strategic planning • Administration of company group benefits plans • Worked with large and diverse datasets, and applied business and financial acumen to generate shared understanding of inputs and outputs • Internal controls: accounting, financial statements, tax reporting, and management reporting • Active identification of risks and opportunities Show less
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Tradition Securities
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United States
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Financial Services
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1 - 100 Employee
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Institutional Equity Derivatives Sales
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Jul 2006 - Mar 2018
• Series 7 and 63 licensed trader for an inter-dealer broker (IDB), executed equity derivatives trades for the world's largest investment banks and market makers. • Developed, managed, and grew international institutional financial client relationships, expanding firm market share among existing and new trading sectors. • Led expansion of electronic trading as a major component of block trade execution stack. • Series 7 and 63 licensed trader for an inter-dealer broker (IDB), executed equity derivatives trades for the world's largest investment banks and market makers. • Developed, managed, and grew international institutional financial client relationships, expanding firm market share among existing and new trading sectors. • Led expansion of electronic trading as a major component of block trade execution stack.
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Education
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2002 - 2006
Syracuse University
Bachelor of Arts - BA, Economics, Policy Studies, and Management
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