Fiscal Year

2021

Case Number

A-20121-49248

Case Status

Certified

Received Date

2020-06-01

Decision Date

2021-05-11

Refile

N

Original File Date

2021-01-01 09:21:57

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

Andbanc Wealth Management LLC

Employer Name Slug

andbanc-wealth-management-llc

Employer Address 1

1221 Brickell Avenue

Employer Address 2

Suite 1050

Employer City

Miami

Employer City Slug

miami

Employer State

FLORIDA

Employer State Slug

florida

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

33131

Employer Phone

3057020601

Employer Number of Employees

18

Employer Year Commenced Business

2010

NAICS Code

523930

FW Ownership Interest

N

Employer Contact Name

Marisa Ramaglia

Employer Contact Address 1

1221 Brickell Avenue

Employer Contact Address 2

Suite 1050

Employer Contact City

Miami

Employer Contact State/Province

FLORIDA

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

33131

Employer Contact Phone

3057020601 1059

Employer Contact Email

mramaglia@awm.us.com

Agent Attorney Name

Roxanne H Levine

Agent Attorney Firm Name

Tarter Krinsky Drogin LLP

Agent Attorney Phone

(212) 216-1122

Agent Attorney Address 1

1350 Broadway

Agent Attorney Address 2

11th Floor

Agent Attorney City

New York

Agent Attorney State/Province

NEW YORK

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

10018

Agent Attorney Email

rlevine@tarterkrinsky.com

PW Track Number

P10019302114664

PW SOC Code

13-2051

PW SOC Title

Financial Analysts

PW Skill Level

Level IV

PW Wage

95285.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2020-02-25

PW Expiration Date

2020-06-30

Wage Offer From

100000.00

Wage Offer To

0.00

Average Salary

100000.00

Wage Unit of Pay

Year

Worksite Address 1

1221 Brickell Avenue

Worksite Address 2

Suite 1050

Worksite City

Miami

Worksite City Slug

miami

Worksite State

FLORIDA

Worksite Postal Code

33131

Job Title

Portfolio Analyst

Job Title Slug

portfolio-analyst

Minimum Education

Bachelor's

Major Field of Study

finance, business administration, economics, math, or related

Required Training

N

Required Experience

Y

Required Experience Months

60

Accept Alternative Field of Study

N

Accept Alternative Major Field of Study

Accept Alternative Combination

Y

Accept Alternative Combination Education

Other

Accept Alternative Combination Education Years

5

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

60

Accept Alternative Job Title

experience in managing or providing oversight of portfolios of at least 100 million in the agg, rel

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

Bachelors degree in finance, business administration, economics, math, or related or CFA Accreditation, plus 5 years of experience in the job offered or 5 years of progressively responsible professional experience in managing or providing oversight of portfolios of at least 100 million in the aggregate, or related. Experience in managing securities portfolios for a wealth management firm, with responsibility for assets under management of at least 100 million; and in a clientfacing role working with Latin American clients. Demonstrated knowledge of Bloomberg system, including the API application for Excel. Any suitable combination of education, training, or experience is acceptable.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2020-03-03

SWA Job Order End Date

2020-04-03

Sunday Edition Newspaper

Y

First Newspaper Name

Miami Herald

First Advertisement Start Date

2020-03-08

Second Newspaper Ad Name

Miami Herald

Second Advertisement Type

Newspaper

Second Ad Start Date

2020-03-15

Employer Website From Date

2021-01-01 09:21:57

Employer Website To Date

2021-01-01 09:21:57

Professional Organization Ad From Date

2021-01-01 09:21:57

Professional Organization Advertisement To Date

2021-01-01 09:21:57

Job Search Website From Date

2020-03-08

Job Search Website To Date

2020-03-22

Employee Referral Program From Date

2021-01-01 09:21:57

Employee Referral Program To Date

2021-01-01 09:21:57

Local Ethnic Paper From Date

2020-03-12

Local Ethnic Paper To Date

2020-03-18

Radio/TV Ad From Date

2020-03-20

Radio/TV Ad To Date

2020-03-20

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

SPAIN

Foreign Worker Birth Country

SPAIN

Class of Admission

E-2

Foreign Worker Education

Other

Foreign Worker Information: Major

CHARTERED FINANCIAL ANALYST

Foreign Worker Years of Education Completed

2018

Foreign Worker Institution of Education

CFA INSTITUTE

Foreign Worker Education Institution Address 1

915 EAST HIGH STREET

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

CHARLOTTESVILLE

Foreign Worker Education Institution State/Province

VA

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

22902

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

N

Employer Completed Application

N

Preparer Name

Roxanne H Levine

Preparer Title

Partner

Preparer Email

rlevine@tarterkrinsky.com

Employer Information Declaration Name

Joaquin Frances

Employer Information Declaration Title

Managing Director