Andrew Lokenauth

About Andrew Lokenauth

Follow for daily advice on your career, money, and continuous improvement! Join readers at TheFinanceNewsletter.com — a weekly newsletter that helps you get smarter with your money, career, and life. Hi, I\'m Andrew Lokenauth. You\'re probably reading this because you want to learn more about me. I\'m best known for my ability to simplify complex topics into actionable advice, to over 3 million daily, as well as for my popular newsletter, TheFinanceNewsletter.com, which is read by over subscribers each week. I break down complex topics and explain them in a way that\'s easy to understand and apply to life. The primary question I explore is, “How can we make better decisions?” My mission is, as it\'s always been, to reach, educate and empower millions. My advice is featured in almost every major publication including The Wall Street Journal, Forbes, CNBC, Business Insider, and Yahoo Finance. I bring 20 years of experience from Wall Street and banking, including roles at Goldman Sachs, Citibank, and JPMorgan, along with a degree in finance. I use my background to break down money, decision-making, and continuous improvement so you can make better decisions in life. Easy to understand and act on. As a speaker, I focus on careers, leadership, and finance. My goal is always the same: deliver a clear, engaging talk that leaves people motivated and ready to act. I’m also an advisor and angel investor to several startups and small businesses. I help founders scale their companies, their teams, and themselves. I also own and operate several cash-flowing businesses inside my personal HoldCo. Additionally, I\'m a macro, thematic, and event-driven investor. You can find me at TheFinanceNewsletter.com, where I write for subscribers, sharing simple, practical ideas to get smarter with your money, career, and life. You can read past issues at TheFinanceNewsletter.com. You can also find me at @FluentInFinance on all major social platforms. I’d love to connect and see how we can work together. Reach me at W••••••••@gmail.com.

Experience

1. Founder & CEO

   Thefinancenewsletter.Com

   Jan 2024 — Present · Tampa, FL, US

   Media Scale & Reach: Built and scaled FluentInFinance Media into a premier financial education ecosystem reaching weekly newsletter subscribers & collective social following of 3M+, generating billions of annual impressions & establishing one of the most influential independent platforms in financial literacy and media- Strategic Thought Leadership: Recognized globally as a financial expert with insights regularly featured in The Wall Street Journal, Forbes, CNBC, Fortune, Business Insider & Nasdaq. Leverage 20+ years of Wall Street experience across Goldman Sachs, Citi & JPMorgan to bridge the gap between complex institutional finance & actionable education- Brand Partnerships & Content Strategy: Partner with Fintech & Fortune 500 brands on sponsored content, digital marketing campaigns & SEO-driven content strategy—helping companies reach high-value audience of investors, business owners, and 6–7 figure earners to drive brand awareness, engagement & lead generation- Corporate Workshops: Design & deliver \"Financial Wellness\" workshop series & Lunch-and-Learn programs for corporations & HR departments—covering retirement literacy, 401k optimization, debt management, and money management fundamentals- Executive Ghostwriting & Authority Building: Lead thought leadership agency for CEOs, founders & professionals—utilizing content analysis and proprietary virality frameworks to transform technical expertise into high-impact social presence, generating deal flow, press coverage & speaking invitations- Speaking Engagements: Deliver keynote presentations & featured talks at conferences, corporate events, and universities—covering financial literacy, personal finance, market strategy & content strategy for audiences ranging from employees & students to C-suite executives & institutional investors- Strategic Advisory & Equity Partnerships: Serve as Fractional Executive & Advisory Board member for Series A/B companies & start-ups.

Education

• Pace University

  Bachelors of Business Administration Degree (BBA)

• NYU School of Professional Studies

  NYU School of Professional Studies

Skills

• Valuation
• Journal Entries
• Management
• Gaap
• Investment Management
• Auditing
• Bonds
• Finance
• Year-End Close
• Spreadsheets
• Financial Analysis
• Sec Filings
• Variance Analysis
• Reconciliation
• Financial Variance Analysis
• Microsoft Excel
• Month End Close
• Investments
• Analysis
• Financial Reporting
• Statutory Accounting
• Microsoft Office
• Us Gaap
• Account Reconciliation
• General Ledger Reconciliation
• Excel
• Fasb
• Property & Casualty Insurance
• Sec Reporting
• Reconciliations
• General Ledger
• Asset Management
• Pivot Tables
• Sarbanes-Oxley Act
• Financial Audits
• Internal Controls
• Accounting
• Stocks
• Insurance
• Cash Flow