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Andi Mullins

Andi Mullins

VP of Finance, CFO of Eagle Family of Funds

Followers of Andi Mullins426 followers
location of Andi MullinsSt. Petersburg, Florida, United States

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  • Timeline

  • About me

    Investment Management Professional

  • Education

    • Florida State University

      -
      Accounting and Finance

  • Experience

    • Raymond James Financial Inc.

      Jun 1990 - Feb 2010
      VP of Finance, CFO of Eagle Family of Funds

    • SWM Advisors

      Aug 2014 - now

      Independent Consultant

      • Consultant

        Apr 2014 - now

      • Chief Compliance Officer

        Aug 2014 - Dec 2022

    • Valued Advisers Trust

      Jun 2017 - now
      Chairperson of the Board of Trustees

      Trustee and Audit Committee Chair since December 2013.

    • Angel Oak Family of Funds

      Feb 2019 - now
      Independent Trustee

    • The Cushing Mutual Funds

      Nov 2021 - now
      Independent Trustee

      Trustee and Audit Committee Chair since November 2021

    • CRM Mutual Fund Trust

      Jan 2025 - now
      Independent Trustee

  • Licenses & Certifications

    • Certified Public Accountant (CPA)

      State of Florida
      Jun 1993

    • Series 65

      Financial Industry Regulatory Authority (FINRA)
      Jun 2016