Andrew Thompson

Finance Manager at BakerAvenue Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Novato, California, United States, US

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5.0

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Wayne Anderman CFP® MBA

Andrew and I worked in great partnership together. His proactive, intelligent, and determined approach to compliance and operational excellence provided assurance of clients' or constituents' best interests being put first, always. Andrew brings efficiency and effectiveness for all endeavors he undertakes. As a skilled facilitator he reflected the ability to build and influence group consensus, and demonstrated his commitment to high quality work in overseeing policies & procedures. Andrew ensured compliance with federal and state rules and regulations protecting our clients, advisors and the firm. Through conducting compliance risk assessments in accordance with regulatory expectations and best practices, Andrew was instrumental in creating a zero-conflict of interest environment. I recommend Andrew for any position that requires leadership, compliance, financial and analytical approaches for enterprise creation, sustainability and oversight. I would gladly work with Andrew again.

Corina Rollins

I met Andrew as a Real Estate student at the College of Marin when he took his first class with me. As a student he stood out because of his participation in class, his care in his homework assignments, and his in depth understanding of all things Financial. I have, subsequently, come to know him as the Revenue Supervisor at the City of San Rafael and through his involvement organizing continuing education for his peers, a position he used to bring me in to talk to Revenue agents about the impact of the housing crisis on local jurisdictions and their finances, the lost revenues that resulted from the Great Recession. Andrew's interest in the interconnection of these diverse forces demonstrates his ability to see connections that others might miss, and the depth of concern he has in his analysis of his community's finances.

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Credentials

  • IBM Data Science Professional Certificate
    Coursera
    Sep, 2020
    - Nov, 2024
  • Building AI Powered Chatbots Without Programming
    Coursera
    Dec, 2019
    - Nov, 2024
  • Chinese for Beginners
    Coursera
    Nov, 2019
    - Nov, 2024
  • Blockchain: Foundations and Use Cases
    Coursera
    Nov, 2018
    - Nov, 2024
  • SQL For Data Science
    Coursera
    Jul, 2018
    - Nov, 2024
  • Visual Analytics with Tableau
    Coursera
    Nov, 2017
    - Nov, 2024
  • Introduction to Data Science in Python
    Coursera
    May, 2017
    - Nov, 2024
  • Learning R
    Lynda.com
    May, 2017
    - Nov, 2024
  • Inspiring Leadership through Emotional Intelligence
    Coursera
    Dec, 2015
    - Nov, 2024
  • Applied Logistic Regression
    Coursera
    Jul, 2015
    - Nov, 2024
  • Applied Regression Analysis
    Coursera
    May, 2015
    - Nov, 2024
  • Machine Learning
    Coursera
    Dec, 2014
    - Nov, 2024
  • Model Thinking
    Coursera
    May, 2014
    - Nov, 2024
  • Computing for Data Analysis
    Coursera
    Feb, 2014
    - Nov, 2024
  • Coding the Matrix: Linear Algebra through Computer Science Applications
    Coursera
    Oct, 2013
    - Nov, 2024
  • An Introduction to Interactive Programming in Python
    Coursera
    Jul, 2013
    - Nov, 2024
  • Introduction to Data Science
    Coursera
    Jun, 2013
    - Nov, 2024
  • Community Emergency Response Team Certificate of Completion
    City of San Rafael
    Jun, 2009
    - Nov, 2024
  • Leadership Institute Certificate of Completion
    San Rafael Chamber of Commerce
    Jan, 2009
    - Nov, 2024
  • San Rafael Planning Academy Certificate of Achievement
    City of San Rafael
    Jan, 2008
    - Nov, 2024
  • Certified Revenue Officer
    California Municipal Revenue and Tax Association
    Dec, 2007
    - Nov, 2024
  • Introduction to Recommender Systems
    Coursera
  • Using Python to Access Web Data
    Coursera
  • Web Application Architectures
    Coursera

Experience

Education

  • UC San Diego School of Global Policy and Strategy (GPS)
    Master of Arts (M.A.)
  • Pomona College
    Bachelor of Arts (BA)

Community

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