Andrew Koris
Partner at Periscope Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
New York, US
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Experience
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Periscope Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Partner
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Oct 2023 - Present
New York City Metropolitan Area
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Oppenheimer & Co. Inc.
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Financial Services
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700 & Above Employee
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Director - Group Analytics
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Aug 2018 - Oct 2023
Greater New York City Area
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Associate
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Dec 2016 - Oct 2023
Greater New York City Area
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Nov 2012 - Dec 2016
New York, NY
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Financial Representative
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Jun 2012 - Nov 2012
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Fidelity Investments
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United States
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Financial Services
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700 & Above Employee
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Credit Risk Analyst
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Jun 2011 - Aug 2011
Jersey City, NJ
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Wealth Management Analyst
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Jun 2010 - Aug 2010
New York, NY
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Brigham and Women's Hospital
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Hospitals and Health Care
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700 & Above Employee
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Research Analyst - Orthopedics
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Jul 2009 - Sep 2009
Boston, MA
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Education
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Trinity College-Hartford
BA, Economics
Community
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