Andrea L. Mosbaugh in

Andrea L. Mosbaugh

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Vice President at UHNW Private Family Office
📍 Indianapolis, Indiana, United States

Andrea L. Mosbaugh is a Vice President at a UHNW Private Family Office with a strong background in business development, investment accounting, and portfolio management. A graduate of Michigan State University, she holds Series 7, 63, and 65 securities licenses, underscoring her expertise in the financial services industry.

During her time in college, Andrea was highly engaged in extracurricular activities, participating in the Women in Business Students Association and the Finance Association. She showed a strong commitment to service through extensive volunteer work, including leading an Alternative Spring Break trip.

Unique fact: While at Michigan State, she held a leadership role as the Director of the Give or Take Center.

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Experience
16 Years
Current Role
Vice President
Job Level
Senior
Location
Indianapolis, Indiana, United States
Personality Overview

How Andrea shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Andrea cares about

Private Wealth Management
Her current role as a Vice President is focused on serving Ultra-High-Net-Worth families, leveraging her background in portfolio management and as a securities broker.
Business Development
Previously served as Director of Business Development and Marketing Director at Woodley Farra Manion, indicating experience in strategic growth and client relations.
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Career

Work history

3-2020
Vice President
UHNW Private Family Office
7-2016 - 3-2020
Operations Manager - Investment Accounting - Client Relations Reconciliation
SEI Archway
7-2014 - 7-2016
Director of Business Development
Woodley Farra Manion Portfolio Management
2-2012 - 7-2016
Marketing Director
Woodley Farra Manion Portfolio Management
8-2010 - 2-2012
Securities Broker
Charles Schwab
In the press

Media appearances

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Education
8-2006 - 8-2010
Bachelor of Arts - BA
Michigan State University
2006 - 2010
Bachelors
Michigan State University
College/University Preparatory
H.H. Dow High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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