Andrew Norcross

Current

• Owner / Head Geek at Reboot Computer Systems & Web Design
• Associate Vice President Investment Officer at Raymond James Financial

Past

• Senior Portfolio Account Administrator at Raymond James Financial
• Crew Leader at Garden Fresh Restaurant Corp.

Education

• St. Petersburg College

Recommended

1 person has recommended Andrew

Connections

29 connections

Industry

Investment Management

Websites

• My Company
• My Company

Andrew Norcross’s Summary

Series 7 Licensed Investment Officer

Broad investment experience, with a specialty in fiduciary trust asset management.

Currently overseeing managed mutual fund portfolios in excess of $180 million market value, including a donor-advised charitable endowment fund in excess of $100 million

Specialized in complex corporate action interpretation and performance reporting troubleshooting

Andrew Norcross’s Specialties:

Trust investments, Corporate action processing, rate of return analysis, fiduciary management

Andrew Norcross’s Experience

• Owner / Head Geek

  Reboot Computer Systems & Web Design

  (Privately Held; 1-10 employees; Computer & Network Security industry)

  January 2008 — Present (10 months)

  Personal technology consultant to personal and small business clients.
  
  * Home network & server configurations
  * PC repair
  * Hardware & software installations
  * Website design
  * Individual user training

• Associate Vice President Investment Officer

  Raymond James Financial

  (Public Company; 5001-10,000 employees; RJF; Financial Services industry)

  May 2006 — Present (2 years 6 months)

  Manage assets held in trust in excess of 1.3 billion dollars. Work with financial advisors to develop comprehensive asset management plans for clients.

• Senior Portfolio Account Administrator

  Raymond James Financial

  (Public Company; 5001-10,000 employees; RJF; Financial Services industry)

  June 1999 — May 2002 (3 years)

  Interpreted, updated, and processed cost basis data, AIMR & GIPS compliant performance rates of return, and corporate action analysis for client statement and 1099 Schedule D reporting

• Crew Leader

  Garden Fresh Restaurant Corp.

  (Privately Held; 1001-5000 employees; Hospitality industry)

  June 1997 — October 2001 (4 years 5 months)

  Performed all duties available in restaraunt.

Andrew Norcross’s Education

• St. Petersburg College

  1999 — 2007

Additional Information

Andrew Norcross’s Websites:

• My Company
• My Company

Andrew Norcross’s Interests:

Family, sports, cigars, computers

Andrew Norcross’s Groups:

Former colleagues, Emmanuel Community Church, Cigar Club

•    Brazen Careerist
•    Fans of Digsby

Andrew Norcross’s Contact Settings

Interested In:

• consulting offers
• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch