Andrew Shortreid, Cfa
About Andrew Shortreid, Cfa
Andrew Shortreid, CFA, serves as the Chief Financial Officer at BridgePoint Financial Group in Toronto. He has extensive experience in finance and operations, having held leadership roles at various firms and possessing strong skills in risk management and strategic planning.
Work at BridgePoint Financial Group
Andrew Shortreid serves as the Chief Financial Officer at BridgePoint Financial Group, a position he has held since 2019. In this role, he is responsible for overseeing the financial operations of the organization, ensuring compliance with regulatory standards, and implementing strategic financial planning. His leadership contributes to the company's growth and stability in the financial sector.
Previous Experience at Ullman Wealth Management
Prior to his current role, Andrew Shortreid worked as a Consultant at Ullman Wealth Management for eight months in 2020. During his time in Toronto, he provided strategic insights and financial guidance, leveraging his expertise to assist clients in navigating complex financial landscapes.
Educational Background in Finance
Andrew Shortreid has a comprehensive educational background in finance. He studied International Business at the University of Victoria, earning a Bachelor of Commerce degree from 1997 to 2001. He furthered his studies in International Finance at The Chinese University of Hong Kong for one year in 2000-2001. Additionally, he achieved the Chartered Financial Analyst designation from the Association for Investment Management & Research between 2002 and 2004, and completed a Financial Risk Management program with the Global Association of Risk Professionals in 2013.
Leadership Experience in Finance and Operations
Andrew Shortreid possesses significant leadership experience in finance and operations, having managed two diversified Canadian securities firms over a span of 15 years in British Columbia and Ontario. His roles have included Chief Compliance Officer at Aventine Asset Management from 2009 to 2019, where he focused on regulatory compliance and operational efficiency.
Expertise in Strategic Planning and Financial Technology
Andrew Shortreid's expertise encompasses strategic planning, financial technology, and marketing, in addition to financial operations and regulatory compliance. His strong ability to manage risk and solve problems under pressure has been instrumental in delivering results and providing leadership in complex business situations.