Andrew O'Connell Email & Phone Number
Managing Director, Wealth Advisor @ Cresset
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Andrew O'Connell Location
- New York, NY, US
Andrew O'Connell Work
- Managing Director, Wealth Advisor @ (April 2023 - Present)
- Senior Vice President, Wealth Manager @ (February 2023 - April 2023)
- Vice President, Wealth Manager @ (February 2019 - January 2023)
- Associate Wealth Manager @ (March 2016 - February 2019)
- Associate Director @ (September 2015 - March 2016)
- Associate @ Constellation Wealth Advisors (February 2011 - September 2015)
- Client Service Specialist @ (November 2009 - January 2011)
- Mutual Fund Administrator and Fund Accountant @ (July 2008 - October 2009)
- Mutual Fund Accountant @ (July 2007 - June 2008)
Andrew O'Connell Education
- Boston University
BA (Economics)
2004-2007 - Moravian University 2003-2004
Andrew O'Connell Skills
- Finance
- Sales
- Financial Services
- Microsoft Word
- Trading
Andrew O'Connell Summary
- Andrew O'Connell, based in New York, NY, US, is currently a Managing Director, Wealth Advisor at Cresset. Andrew O'Connell brings experience from previous roles at First Republic Private Wealth Management. Andrew O'Connell holds a 2004 - 2007 BA in Economics @ Boston University. With a robust skill set that includes Finance, Sales, Financial Services, Microsoft Word, Trading and more. Andrew O'Connell has 2 emails and 1 mobile phone numbers on RocketReach.
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