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Andrew McDaniel

Andrew McDaniel

Financial Planning Intern

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location of Andrew McDanielRichmond, Virginia, United States

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  • Timeline

  • About me

    Advisory Analyst at Guidehouse

  • Education

    • James Madison University

      2016 - 2020
      Bachelor of Science - BS Quantitative Finance Graduate

      Activities and Societies: Brother in Pi Sigma Epsilon; a co-ed marketing and sales fraternity I am a graduate of James Madison University, with a B.S. in Quantitative Finance concentrated in Risk Management, with minors in Mathematics and Economics.

  • Experience

    • Hess Financial

      May 2019 - Aug 2019
      Financial Planning Intern

      -Sat in on client meetings and financial plan presentations-Monitored client portfolio positions and risk exposure for clients over the age of 55-Prepared client review sheets examining current holdings, potential plan alterations, and personal goals prior to yearly consultations-Developed Excel sheets examining fees and total revenue earned from clients-Worked on a collaborative divorce and the fair allocation of resources thereafter

    • Legacy Grant Thornton Public Sector (now Guidehouse)

      Aug 2020 - now
      Advisory Analyst

  • Licenses & Certifications

    • Bloomberg Market Concepts

      Bloomberg LP
      Dec 2018
      View certificate certificate

    • Emerging Leaders Certification

      The BB&T Leadership Institute
      Oct 2018