Andrew Vetterlein

Senior Associate at CF Private Equity
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US

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Credentials

  • Uniform State Law Examination (Series 63)
    FINRA
    May, 2022
    - Nov, 2024
  • General Securities Representative Exam (Series 7)
    FINRA
    Apr, 2022
    - Nov, 2024
  • Securities Industry Essentials (SIE) Exam
    FINRA
    Oct, 2019
    - Nov, 2024

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Associate
      • Jul 2023 - Present

      Business Development

    • Associate
      • Nov 2021 - Jul 2023

      Business Development

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Business Development Director, Account Executive
      • Jun 2021 - Nov 2021

    • Business Development Director
      • Jul 2020 - Jun 2021

    • Institutional Sales Associate
      • Jul 2019 - Jul 2020

    • United States
    • Financial Services
    • 300 - 400 Employee
    • Portfolio Management Intern
      • Jun 2018 - Aug 2018

  • Graham Partners
    • Newtown Square, Pennsylvania, United States
    • Summer Investment Analyst
      • Jun 2017 - Aug 2017

Education

  • The Episcopal Academy
    High School
    2002 - 2015

Community

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