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Andrew Moss, CPA

Andrew moss, cpa

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location of Andrew Moss, CPANew York City Metropolitan Area
Phone number of Andrew Moss, CPA+91 xxxx xxxxx
Followers of Andrew Moss, CPA909 followers

  • Timeline

    Jun 2015 - Aug 2015

    Summer Camp Counselor

    Princeton Day School
    Jun 2016 - Aug 2016

    Rowing Instructor

    Princeton National Rowing Association
    Jan 2019 - Jan 2019

    Intern

    Wells Fargo
    Jan 2019 - Jan 2019

    externship

    Keller Williams
    May 2019 - Aug 2019

    intern

    Salvatore Ferragamo
    Jun 2019 - Jul 2019

    Intern

    Row New York
    Dec 2019 - Jan 2020

    Intern

    NextStopNY Real Estate
    Sept 2020 - Jun 2021

    Intern

    Savills
    Jun 2021 - Aug 2021

    Tax Consultant

    Deloitte
    Sept 2021 - Dec 2021

    Intern

    SkylerAI
    Oct 2022 - Apr 2024

    Tax Consultant II

    Deloitte
    New York, United States
    Current Company
    Apr 2024 - now

    Associate Private Client Financial Advisor

    Wells Fargo Advisors

  • About me

    Private Client Financial Advisor at Wells Fargo

  • Education

    • Lehigh university

      2018 - 2022
      Bachelor of science in business and economics accounting and finance

  • Experience

    • Princeton day school

      Jun 2015 - Aug 2015
      Summer camp counselor

    • Princeton national rowing association

      Jun 2016 - Aug 2016
      Rowing instructor

    • Wells fargo

      Jan 2019 - Jan 2019
      Intern

    • Keller williams

      Jan 2019 - Jan 2019
      Externship

    • Salvatore ferragamo

      May 2019 - Aug 2019
      Intern

    • Row new york

      Jun 2019 - Jul 2019
      Intern

    • Nextstopny real estate

      Dec 2019 - Jan 2020
      Intern

    • Savills

      Sept 2020 - Jun 2021
      Intern

    • Deloitte

      Jun 2021 - Aug 2021
      Tax consultant

    • Skylerai

      Sept 2021 - Dec 2021
      Intern

    • Deloitte

      Oct 2022 - Apr 2024

      • Tax Consultant II

        Jun 2023 - Apr 2024

      • Tax Consultant

        Oct 2022 - Jun 2023

    • Wells fargo advisors

      Apr 2024 - now
      Associate private client financial advisor

  • Licenses & Certifications

    • Certified public accountant (cpa)

      New york state education department
      Nov 2024

    • Series 66

      Finra
      May 2024

    • Series 7

      Finra
      May 2024

  • Volunteer Experience

    • child care volunteer

      Issued by Princeton Family YMCA on Nov 2012
      Princeton Family YMCAAssociated with Andrew Moss, CPA