Andrew Mesic

Andrew Mesic

Followers of Andrew Mesic475 followers
location of Andrew MesicSan Francisco Bay Area

Connect with Andrew Mesic to Send Message

Connect

Connect with Andrew Mesic to Send Message

Connect
  • Timeline

  • About me

    Experienced Investment Leader | Bridging Expertise in Global Trading & Asset Management with Strategic Advisory for Small Business & Private Investors

  • Education

    • UC San Diego

      -
      Bachelor of Arts - BA International Relations and Affairs
    • UC San Diego

      -
      Bachelor of Arts - BA Economics

      Activities and Societies: NCAA Athlete - Men's Waterpolo

  • Experience

    • Franklin Templeton

      Mar 2007 - Dec 2021

      Directed strategic EMEA trading operations for the Templeton Global Macro team, optimizing relationships with global market makers and local/onshore risk-takers. Managed daily trading activities for EMEA Fixed Income and FX assets and G10 FX. Served as Subject Matter Expert (SME) for Africa local bond and FX trading. Executing trader; provided market insights and flow trends to Sr. Traders and the Portfolio Management team, driving informed trading and investment decisions. Developed and delivered client presentations and pitches, enhancing client engagement and portfolio performance. Launched and led the Middle Office Client Support (MOCS) Team, designing policies and procedures to enhance trading floor support firm wide. Orchestrated the strategic outsourcing of key back-office systems to international sites, streamlining operations and enhancing global team efficiency. Pioneered the development and integration of support frameworks, ensuring seamless operations across trading and analysis functions.

      • Sr. Trader, Emerging Markets and Global Macro

        May 2015 - Dec 2021
      • Trader, Emerging Markets

        Oct 2010 - May 2015
      • Analyst/Sr. Analyst MOCS

        Sept 2008 - Oct 2010
      • Futures Associate

        Mar 2007 - Sept 2008
    • Greenspire Investment Partners

      Jan 2023 - Feb 2024
      Chief Operating Officer

      Spearheaded the establishment of a new asset management firm. Collaborated with the founder to develop initial tech infrastructure, branding strategy to enhance company's capital raise efforts, craft business plans, financial forecasts, investment structure and plan for future operational capabilities.

    • King Tree Advisors

      Mar 2024 - now
      Managing Partner

      Leading the strategic vision and daily operations of a boutique advisory firm dedicated to empowering small businesses and private investors. The firm focuses on enhancing financial autonomy and resilience by providing robust market insights and analytical tools to the local community.• Conduct market research and perform due diligence on new business ventures for private investors• Perform macro analysis, including foreign currency and interest rate risk assessments, to inform and mitigate risks in client business growth strategy Show less

  • Licenses & Certifications

    • Series 65

      FINRA
  • Volunteer Experience

    • Coach

      Issued by Next Level Sports
      Next Level SportsAssociated with Andrew Mesic
    • Coach

      Issued by Mustang Soccer League
      Mustang Soccer LeagueAssociated with Andrew Mesic
    • Coach

      Issued by Tassajara Valley Little League
      Tassajara Valley Little LeagueAssociated with Andrew Mesic
    • Coach

      Issued by Town of Danville
      Town of DanvilleAssociated with Andrew Mesic
    • Pastoral Council Member

      Issued by St. Isidore Church on Sept 2023
      St. Isidore ChurchAssociated with Andrew Mesic