Andrew Lokenauth
I write TheFinanceNewsletter.com, trusted by 100,000+ professionals➖ Follow to get smarter with your career, finances & life ➖ 20yrs in finance, trusted by 3 million+ followers.
Tampa, Florida, United States
310K followers
500+ connections
About
👋 Follow for daily tips on careers, money, and personal growth.
💥 Join 100,000+ readers at TheFinanceNewsletter.com — a weekly newsletter that helps you get smarter with your money, career, and life.
Hi, I'm Andrew Lokenauth. I talk about money in plain English, and over 3 million people follow my posts across social media.
My insights have been featured in The Wall Street Journal, Forbes, CNBC, Fortune, Business Insider, Yahoo Finance, and more.
I bring 15+ years of experience across Wall Street, banking, and tech, with roles at Goldman Sachs, Citibank, and JPMorgan, plus a degree in finance. I use that background to break down investing and personal finance so you can make smarter decisions with your money.
I’m also an advisor and angel investor to several startups and small businesses. I help founders scale their companies, their teams, and themselves. I also own and operate several cash-flowing businesses inside my personal HoldCo.
As a speaker, I focus on careers, leadership, and finance. My goal is always the same: deliver a clear, engaging talk that leaves people motivated and ready to act.
I’m a finance writer, long-term investor, and event-driven swing trader. I write TheFinanceNewsletter.com for 100,000+ subscribers, sharing simple, practical ideas to grow your money, career, and life. You can read past issues at TheFinanceNewsletter.com.
You can find me as @FluentInFinance on all major social platforms.
I’m on a mission to make financial education easy to understand and act on. Clear and actionable.
I’d love to connect and see how we can work together. Reach me at WeCanPartnerTogether@gmail.com.
Services
Activity
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Americans with college degrees make up 25% of all unemployed, a record high. Even worse? Student loan defaults hit a record 14.3% Should student…
Americans with college degrees make up 25% of all unemployed, a record high. Even worse? Student loan defaults hit a record 14.3% Should student…
Shared by Andrew Lokenauth
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Nvidia's CEO may have the best LinkedIn profile ever — from dishwasher to CEO.
Nvidia's CEO may have the best LinkedIn profile ever — from dishwasher to CEO.
Shared by Andrew Lokenauth
Experience
Education
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Pace University
Bachelors of Business Administration Degree (BBA) Finance and Economics
Activities and Societies: Beta Alpha Psi, Economics Society, Pace Leaders, The Pace Press, Omicron Delta Epsilon, International Economics Honors Society
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MIT Professional Education
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Certificate: Blockchain Technologies: Business Innovation and Application
Gained a foundational overview and deeper understanding of of how blockchain technology and cryptocurrency works, its long-term implications for business, and its relationship with other emerging technologies such as AI and IoT. -
NYU School of Professional Studies
NYU School of Professional Studies
•Excel: Advanced Tools & Techniques Certificate:
Learned skills to become an Excel power user and increase efficiency and expertise. Increased knowledge by understanding advanced functions, creating Macros, and utilizing VBA. Expertise in analyzing, manipulating, summarizing, and presenting big data/ large data sets.
•Advanced Financial Statement Analysis Certificate:
Gained a comprehensive understanding of financial statements and their uses in finance. Expertise in creation…•Excel: Advanced Tools & Techniques Certificate:
Learned skills to become an Excel power user and increase efficiency and expertise. Increased knowledge by understanding advanced functions, creating Macros, and utilizing VBA. Expertise in analyzing, manipulating, summarizing, and presenting big data/ large data sets.
•Advanced Financial Statement Analysis Certificate:
Gained a comprehensive understanding of financial statements and their uses in finance. Expertise in creation, preparation, reviewing/ auditing, and efficiency/ automation.
Licenses & Certifications
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Excel Programming with VBA
New Horizons Computer Learning Centers / 5Point Enterprises
Issued -
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NAIC Annual Statement Investment Schedules
National Association of Insurance Commissioners (NAIC)
Issued -
Volunteer Experience
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Certified Income Tax Preparer
VITA (Volunteer Income Tax Assistance Program, with the IRS)
Social Services
• Prepared Federal and State income tax returns
• Assisted customers with all needs, ensuring outstanding service, by answering and addressing all questions and concerns
• Performed tax research; learned tax laws, rules, and changes from IRS publications, articles, and newsletters
• Interacted with IRS, state authorities, and clients regarding tax matters; assisted with notices and document requests from IRS
Skills
Projects
Honors & Awards
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Lubin Leaders and Scholars Program
Pace University
Test Scores
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GMAT Exam
Score: 760/800
Scored in the top 99% on the GMAT Exam (Graduate Management Admission Test). Scores available upon request.
Languages
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English
Native or bilingual proficiency
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Spanish
Elementary proficiency
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VBA
Limited working proficiency
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SQL
Elementary proficiency
Organizations
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Hedge Fund Club
Member
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Omicron Delta Epsilon
Member
International Economics Honors Society
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