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Andrés Romero, CFA, SCPM

Andrés Romero, CFA, SCPM

Wealth Management

Followers of Andrés Romero, CFA, SCPM5000 followers
location of Andrés Romero, CFA, SCPMGreater Seattle Area

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  • Timeline

  • About me

    Global Finance, GTM, Strategy, Program Executive | Head of Finance @ Adobe I Ex: Amazon, AWS, Boeing

  • Education

    • CFA Institute

      -
      CFA

    • DePaul University - Charles H. Kellstadt Graduate School of Business

      -
      Master of Science Finance

      Activities and Societies: ALPFA and MAHA - Event Organization Committee CFA Society of Chicago - Event Organization Committee Graduated with Distinction

    • Stanford University

      -
      Strategic Decision and Risk Management (SDRM), Stanford Certified Project Manager (SCPM)

    • Graceland University

      -
      BA Accounting and Economics

      Activities and Societies: Varsity Tennis Assistant Tennis Coach Math and Spanish Tutor

  • Experience

    • Merrill Lynch

      Jan 2005 - Jan 2005
      Wealth Management

    • Modern Graham LLC

      Jan 2007 - Jan 2009
      Buy-side Equity Research Analyst

    • Jackson

      Jan 2007 - Jan 2007
      Fund Accounting

    • DePaul

      Jan 2008 - Jan 2009
      Graduate Research Assistant

    • HSBC

      Jan 2008 - Jan 2009
      Internal Audit

    • Instituto del Progreso Latino

      Jan 2009 - Jan 2011
      Senior Financial Analyst

    • Barrington Research Associates, Inc.

      Jan 2011 - Jan 2012
      Equity Research Associate

    • Sandbox Industries

      Jan 2011 - Jan 2011
      Intern

    • Boeing

      Jan 2012 - Jan 2016

      Airplane Sales StrategyAftermarket Sales StrategyVenture Capital 787 Production SystemProduct Development (I.e. 777X launch, 787-10, portfolio management)Joint VentureStrategic Partnerships

      • Finance / Strategy Director

        Jan 2014 - Jan 2016

      • Senior Financial Analyst

        Jan 2012 - Jan 2014

    • Amazon

      Jan 2016 - Jan 2020
      Head of Finance

      Amazon Business (B2B), WW Consumer, Selling Partner Services, Amazon Web Services (AWS)

    • Adobe

      Jan 2020 - now
      Head of Finance

      WW Digital Media, Value Expansion, App Store/Mobile, Strategic Partnership, Analytics, Gen AI, Etail/retail

  • Licenses & Certifications

    • Accredited Senior Appraiser (ASA) Level 4 Candidate

      ASA Society

    • Stanford Certified Project Manager (SCPM)

      Stanford University

    • Strategic Decision and Risk Management (SDRM)

      Stanford University

    • Bloomberg Fixed Income and Equity Certificate

      Bloomberg LP
      Jun 2008

    • Chartered Financial Analyst (CFA)

      CFA Institute

    • CFA Institute Charterholder

      CFA Institute
      Nov 2024
      View certificate certificate

    • Growth Marketing

      Reforge
      Apr 2023

    • Retention + Engagement

      Reforge
      Sept 2022

    • Monetization + Pricing

      Reforge
      Apr 2022

    • Advanced Growth Strategy

      Reforge
      Nov 2022

  • Honors & Awards

    • Awarded to Andrés Romero, CFA, SCPM
      DME (Digital Media Enterprise) Impact Award Adobe 2021
    • Awarded to Andrés Romero, CFA, SCPM
      Super Hero Finance Award Amazon 2019
    • Awarded to Andrés Romero, CFA, SCPM
      Heat Map Model Recognition Award The Boeing Company 2016
    • Awarded to Andrés Romero, CFA, SCPM
      Dynamic Catalog Strategic Pricing Award The Boeing Company 2015
    • Awarded to Andrés Romero, CFA, SCPM
      4 under 40 panelist ALPFA Seattle Chapter Oct 2014
    • Awarded to Andrés Romero, CFA, SCPM
      Finance Value Integrator Award The Boeing Company 2014
    • Awarded to Andrés Romero, CFA, SCPM
      Transition to Management program The Boeing Company 2014
    • Awarded to Andrés Romero, CFA, SCPM
      777X Business Case Recognition Award The Boeing Company 2013
    • Awarded to Andrés Romero, CFA, SCPM
      After School Math and Science Program The Boeing Company 2013
    • Awarded to Andrés Romero, CFA, SCPM
      Team Diamond Award The Boeing Company 2013
    • Awarded to Andrés Romero, CFA, SCPM
      Partnering for Success Recognition Award The Boeing Company 2012
    • Awarded to Andrés Romero, CFA, SCPM
      Golden Key International Honour Golden Key International Honour Society 2008
    • Awarded to Andrés Romero, CFA, SCPM
      Graduate Assistantship DePaul University 2008
    • Awarded to Andrés Romero, CFA, SCPM
      Franchise Owner of the Year Award Winner Graceland University 2006
    • Awarded to Andrés Romero, CFA, SCPM
      NAIA (National Association of Intercollegiate Athletics) Tennis Scholarship Graceland University 2006
    • Awarded to Andrés Romero, CFA, SCPM
      CAM (Customer Anticipation Model) Recognition Award The Boeing Company