Andrew Herrnstein
Senior Vice President and Portfolio Manager @Regions Bank
Charlotte, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2018 — Present
Senior Vice President and Portfolio Manager @Regions Bank
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Charlotte, NC, US
Designed, implemented and maintained separate account portfolios for individuals, corporations, trusts, and pensions. Maintained extensive client contact to identify client’s investment objectives, asset allocations, and risk tolerances in order to develop appropriate investment strategies.
EDUCATION
1988 — 1992
College of Charleston
B.S., Business / Finance
SKILLS
Retirement PlanningPortfolio ManagementFixed IncomeInvestment ManagementWealth Management ServicesAsset AllocationMutual FundsCapital MarketsInvestmentsFinancial ServicesWealth ManagementEquitiesAsset ManagementInvestment StrategiesAlternative InvestmentsManagement
ABOUT ANDREW HERRNSTEIN
Andrew advises clients on wealth accumulation, preservation and transfer through the…
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