Goleta, California, United States
Welcome! I'm Andrew Strong, a Wealth Advisor Associate at Mission Wealth. My passion for finance stems from its power to help individuals invest in opportunities that can transform their lives. By implementing effective financial strategies, people can unlock the potential to fund their dreams. I have been involved in a handful of clubs at UCSB and am always looking for ways to further develop my expertise. That being said, as I begin my professional career, I highly value feedback and am always looking for ways to enhance my skills and performance. Please feel free to reach out with any criticism and recommendations.
As a Wealth Advisor Associate Intern, I support the advisory team in delivering personalized financial planning and investment solutions to clients. My responsibilities include: Preparing client-facing materials for meetings and reviews Participating in client relationship management and communication Gaining hands-on experience with financial planning software and CRM tools
I founded a club pickleball group at UCSB to bring Gauchos together and create a fun, social environment where students could connect and enjoy the sport!
• Analyzed financial data for M&A deals, portfolio management, and stock pitches at UC Santa Barbara. • Developed presentations using real companies' data to showcase investment strategies. • Utilized skills in financial statement analysis to make informed investment decisions.
Managed hundreds of customers daily and provided tailored food recommendations