Andrew Needle

Andrew Needle: Email & Phone Number

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Financial Planning Specialist at MAI Capital Management|Greater Cleveland, United States

Position:

Financial Planning Specialist at MAI Capital Management

Location:

Greater Cleveland, United States

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Last updated: 2026-06-08
Updated: 2026-06-08

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Work Experience 10 years

Financial Planning Specialist at MAI Capital Management

Jul 2024 - Current

Technical Equity Research Associate at Valentine Research & Associates

Jan 2023 - Feb 2026

Technical Equity Research Associate at Drake & Mia, LLC

Jan 2020 - Jan 2023

Business Development at UnitedHealth Group

Jun 2017 - Oct 2019

Business Development at Dawan Global

Jun 2016 - Dec 2016

Andrew Needle started working in 2016, then the employee has changed 4 companies and 2 jobs. On average, Andrew Needle works for one company for 2 years 2 months.

Andrew is proficient in English. Their professional focus is Business Development, Customer Service, and Management across 3 core areas.

Education

Bachelor's degree at Georgia Gwinnett College

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