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Andrew Worth profile image

Andrew Worth

Administrator at WORTH LAW GROUP PS
Intro Book
Experienced finance professional with a strong background in equities, portfolio management, and investments.
  • Claim this Profile
Location
Olympia, Washington, United States, US
Skills
  • Equities
  • Portfolio Management
  • Investments
  • Trading
  • Finance
  • Show all
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Bio

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Andrew Worth is a seasoned finance professional with extensive experience in equities, portfolio management, and investments. He has held various roles, including Administrator, Private Client Advisor, Financial Advisor, Branch Manager, Regional Director of Investments, and Vice President Investment Operations. Andrew holds a Bachelor of Business Administration (BBA) from Gonzaga University and a Master of Business Administration (MBA) from Washington State University.

Experience

  • WORTH LAW GROUP PS
    • Olympia, Washington, United States
    • Administrator
      • Jul 2021 - Dec 2022
      • Olympia, Washington, United States
  • 12AcresWorth
    • Farmer/MBA
      • Jul 2014 - Jan 2022
  • JPMorgan Chase Bank, N.A.
    • Lacey, Washington, United States
    • Private Client Advisor
      • Aug 2020 - Jun 2021
      • Lacey, Washington, United States
  • JPMorgan Chase Bank, N.A
    • Lacey, Washington
    • Financial Advisor
      • Aug 2018 - Aug 2020
      • Lacey, Washington
  • Scottrade
    • Olympia, Tacoma WA
    • Branch Manager
      • 2002 - 2014
      • Olympia, Tacoma WA

      Branch manager ScottradeOpened and managed 2 branch offices, Tacoma 2002 – 2006, Olympia 2006 – 2014Pacific NW regional focus group leader (3 year term, liaison for branch issues to HQ)Gathered assets through promotion of Scottrade products and services.Educated and trained new branch managers, ...

  • Lincoln Financial Advisors
    • Pacific NW Region, Portland OR
    • Regional Director of Investments
      • 1999 - 2002
      • Pacific NW Region, Portland OR

      Coordinated Investment product wholesalers meetings, including setting up educational meetings for advisors, product presentation meetings and client presentations for ultra high new worth clients.Coordinated Investment Products available to Financial planners, i.e. wrap accounts, managed assets...

  • Solomon Smith Barney
    • Portland OR
    • Vice President Investment Operations
      • 1998 - 1999
      • Portland OR

      Managed 6 operations personnel and 20 sales assistants. Implemented training for new investment associates, sales assistants and operations staff.Resolves trade errors and trouble shooting for compliance resolution of client complaints.Coordinated meetings with financial product wholesalers.Main...

  • Freeman Welwood & Co
    • Bellevue, Spokane WA
    • Branch Manager, Stock Broker
      • 1993 - 1998
      • Bellevue, Spokane WA

      Managed all aspects of discount brokerage office (pre internet trading)Supervised all trading activity, stocks, bonds, mutual funds and advanced option trading.Implemented training for new investment associates.Resolves trade errors and trouble shooting for compliance resolution of client complai...

  • Prudential Bache Securities
    • Portland, OR
    • Assistant Operations manager
      • 1988 - 1989
      • Portland, OR
  • Shearson Lehman Brothers
    • Portland, OR
    • Margin Clerk, Wire Operator
      • 1986 - 1988
      • Portland, OR
  • Pacific Stock Exchange - Pacific Clearing
    • Portland, OR
    • Wire operator - Stocks and bonds receivables clerk
      • 1985 - 1986
      • Portland, OR

Education

  • 1990 - 1993
    Gonzaga University
  • 2015 - 2017
    Washington State University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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