Profile
Mr. Andresen joined AAM in 1998.
He is also works with Roundview.
He began his financial services career at Paine Webber in 1980 where he was responsible for a variety of administrative operations.
From 1982 to 1991, he served as Vice-President and Regional Branch Manager for the clearing firm Securities Settlement Corporation.
In this capacity, his duties included securities trading, the evaluation of new technologies, as well the management of a four office network of over 100 professionals.
He joined Charles Schwab & Co., Inc. in 1992.
He headed Schwab Institutional equity trading desk that serviced the firm's largest money management clients.
Mr. Andresen is married and has one daughter.
He is a licensed New Jersey Youth Soccer coach and devotes much of his free time to the training and coaching of a local girls travel team.
In addition, he enjoys camping, skiing, and a wide variety of home improvement projects.
Former positions of Geo E. Andresen
| Companies | Position | End |
|---|---|---|
Alter Asset Management, Inc.
 Alter Asset Management, Inc. Investment ManagersFinance Founded by Howard Alter in 1992, Alter Asset Management, Inc. is a registered investment adviser located in Princeton, New Jersey | Compliance Officer | 2011-01-11 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 1997-12-30 |
| PaineWebber, Inc. | Corporate Officer/Principal | 1981-12-30 |
Roundview Capital LLC
 Roundview Capital LLC Investment ManagersFinance Roundview Capital LLC (Roundview) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Howard Alter and Stephen “Steve” Shueh in 1992. Roundview provides financial advice and portfolio management to individuals and their family members, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities. | Compliance Officer | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Alter Asset Management, Inc.
Alter Asset Management, Inc. Investment ManagersFinance Founded by Howard Alter in 1992, Alter Asset Management, Inc. is a registered investment adviser located in Princeton, New Jersey | Finance |
| PaineWebber, Inc. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Roundview Capital LLC
Roundview Capital LLC Investment ManagersFinance Roundview Capital LLC (Roundview) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Howard Alter and Stephen “Steve” Shueh in 1992. Roundview provides financial advice and portfolio management to individuals and their family members, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities. | Finance |
- Stock Market
- Insiders
- Geo E. Andresen
