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Spencer Weiss
Portfolio Analyst at GM Advisory Group
Portfolio analyst with experience in financial analysis and data analysis.
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Location
New York City Metropolitan Area, US
Bio
Generated by
Topline AI
Spencer Weiss is a portfolio analyst with 1 year 9 months of experience at GM Advisory Group, and previously worked as an AR Analyst and Associate AR Analyst at Broadridge for 1 year. He holds a Bachelor's degree in Economics from Binghamton University and has certifications in Excel and Real Estate Salesperson.
Spencer currently resides in the New York City Metropolitan Area.
Credentials
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Excel: PivotTables for Beginners
LinkedInMay, 2021- Apr, 2026 -
Learning Excel 2019
LinkedInMay, 2021- Apr, 2026 -
Real Estate Salesperson
American Investment PropertiesApr, 2021- Apr, 2026
Experience
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GM Advisory Group
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Melville, New York, United States
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Portfolio Analyst
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Sep 2022 - Present
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Melville, New York, United States
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United States
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Financial Services
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700 & Above Employee
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AR Analyst
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Jun 2022 - Sep 2022
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Associate AR Analyst
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Jul 2021 - Jun 2022
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Education
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2017 - 2021Binghamton University
Bachelor's degree, Economics
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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