Andrew M. Pulido

Brokerage Ops Manager at Wealthfront

Andrew M. Pulido has a diverse work experience in the financial industry. Andrew started their career at UC Merced Microfinance Project as a Project Director from January 2016 to June 2017. Andrew then joined Vanguard as a Brokerage Associate from July 2017 to August 2018, followed by a role as an Automated Trading Associate from September 2018 to June 2019. Currently, they are working at Wealthfront, where they started as a Brokerage Ops Specialist I from June 2019 to June 2020. Andrew then progressed to the role of Brokerage Ops Specialist II from July 2020 to June 2022. Currently, they hold the position of Brokerage Ops Manager, starting from July 2022.

Andrew M. Pulido earned their Bachelor of Science in Management & Business Economics from the University of California, Merced in the years 2013 to 2017. Andrew also holds certifications in Series 63 and Series 7 from FINRA, although the specific months and years of obtaining these certifications are not provided.

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Timeline

  • Brokerage Ops Manager

    July, 2022 - present

  • Brokererage Ops Specialist II

    July, 2020

  • Brokerage Ops Specialist I

    June, 2019

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