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
- 2023 -now Managing Director, Wealth Advisor @
- 2023 -2023 Senior Vice President, Wealth Manager @
- 2019 -2023 Vice President, Wealth Manager @
- 2016 -2019 Associate Wealth Manager @
- 2015 -2016 Associate Director @
- 2011 -2015 Associate @ Constellation Wealth Advisors
- 2009 -2011 Client Service Specialist @
- 2008 -2009 Mutual Fund Administrator and Fund Accountant @
- 2007 -2008 Mutual Fund Accountant @
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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