Andrea Hauptman

Andrea Hauptman is an experienced financial professional with a diverse background in finance and business ownership. Currently serving as a Financial Advisor at Allied Wealth Partners since August 2011, Hauptman previously held roles as a Registered Representative at Lee, Nolan & Koroghlian, LLC, and as a Business Owner at AMH Consulting and Sophisticated Sweets By Andrea. Additionally, Hauptman has experience as a Controller at MAKOR and as a Financial Analyst at both Credit Suisse and UBS. An academic foundation includes an M.B.A. in Finance from Pace University's Lubin School of Business and a Bachelor's Degree in Economics and Math from Rutgers University.