Andrew Middleton

President at GoldenCross Financial Management

Role
Investment Advisor Represenative at Osaic
Location
Madison, MS, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Andrew Middleton

At GoldenCross Financial Management, we believe in comprehensive financial planning. We…

Experience

  1. Investment Advisor Represenative

    Osaic

    Jun 2020 — Present · Madison, MS, US

Education

  • Belhaven University

    Master of Science (M.Sc.), Management

    2009 — 2010

  • Northwestern University

    Post Graduate Specialist, Financial Planning and Services

    2010 — 2011

  • University of Holy Cross

    Bachelor of Arts (B.A.), Social Sciences

    2005 — 2006

  • Madison Central High School

    Diploma

    1996 — 1999

Skills

  • Investments
  • Financial Risk
  • Management
  • Team Building
  • Sales
  • Banking
  • Risk Management
  • Private Banking
  • Financial Analysis
  • Wealth Management
  • Relationship Management
  • Credit Analysis
  • Strategic Planning
  • Portfolio Management
  • Finance
  • Credit
  • Financial Modeling
  • Strategic Financial Planning
  • Capital Markets
  • Financial Planning
  • Customer Service

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Andrew Middleton — Investment Advisor Represenative at Osaic in Madison, MS, US | Unifers