Andrew Valeri

Andrew Valeri is a finance professional with extensive experience in financial analysis and accounting. Currently serving as a Finance Associate at Sentinel Benefits & Financial Group since December 2014, Andrew previously held a position in Asset Servicing at BNY Mellon from November 2013 to December 2014. Responsibilities included preparing reconciliations for investment managers, overseeing audit processes, and maintaining accurate financial records according to GAAP. Andrew also gained experience as a Tax Prep Intern at Morgan & Morgan, P.C. in early 2013, where tasks involved organizing client financial documents and analyzing tax laws for client benefit. Early career experience includes a role as a Laborer with the Everett Housing Authority, supervising a team to maintain public housing. Andrew holds a Bachelor of Science in Business Administration with a concentration in Accounting from Stonehill College and a high school diploma from St. Johns Preparatory School.