Andrew is responsible for developing offering memorandums, financial analysis, preparing financial modeling, conducting industry research, and drafting proposals, presentations, and other marketing materials. He resides in Highland Heights, Ohio.

Education, Licenses, and Certifications

  • Bachelor of Science in Economics and Finance from John Carroll University
  • Series 79 — Limited Representative — Investment Banking and Series 63 — Uniform Securities Agent

Prior Experience

  • Investment Banking Analyst at Brown Gibbons Lang & Co.
  • Investment Banking Intern at Brown Gibbons Lang & Co.
  • Asset Based Lending Intern at Huntington National Bank

Professional and Community Involvement

  • Involved in the Association for Corporate Growth (“ACG”)
  • Cleveland Clinic’s VeloSano Bike to Cure