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 @ Cresset
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2023 - 2023 Senior Vice President, Wealth Manager @ First Republic Private Wealth Management
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2019 - 2023 Vice President, Wealth Manager @ First Republic Private Wealth Management
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2016 - 2019 Associate Wealth Manager @ First Republic Private Wealth Management
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2015 - 2016 Associate Director @ First Republic Private Wealth Management
2011 - 2015 Associate @ Constellation Wealth Advisors
2009 - 2011 Client Service Specialist @ Fi-Tek Wealth Solutions
2008 - 2009 Mutual Fund Administrator and Fund Accountant @ JPMorgan Chase & Co.
2007 - 2008 Mutual Fund Accountant @ State Street
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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

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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 on RocketReach.

Andrew O'Connell Emails

Found 2 emails

Andrew O'Connell Phone Numbers

Found 1 phone numbers

+1 617-640-XXXX

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Top Cresset Employees

Susie Cranston

Chief Executive Officer (effective April 15) at Cresset

California, United States
3
- gmail.com
- yahoo.com
- cressetcapital.com
5+
- +1 415-661-XXXX
- +1 415-608-XXXX
- +1 770-480-XXXX
- +1 415-981-XXXX
- +1 415-954-XXXX
- +1 415-318-XXXX
David Karp

Co-Founder and Senior Managing Director at Cresset

Washington, DC, US
2
- cressetcapital.com
- yahoo.com
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- +1 703-991-XXXX
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Oliver Rose

Managing Director, Head of Strategy, Family Office Services at Cresset

Chicago, IL, US
2
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4
- +1 847-977-XXXX
- +1 312-429-XXXX
- +1 847-977-XXXX
- +1 919-962-XXXX
Tom Christman

Managing Director, Talent Acquisition at Cresset

Chicago, IL, US
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- gmail.com
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- +1 312-429-XXXX
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John Kim

Managing Director, Head of IT Operations and Infrastructure at Cresset

Chicago, IL, US
1
- cressetcapital.com
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- +1 217-332-XXXX
- +1 773-370-XXXX
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Dave Jackson

Managing Director at Cresset

Chicago, IL, US
3
- cressetcapital.com
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- +1 847-783-XXXX
- +1 847-359-XXXX
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- +1 847-899-XXXX
- +1 847-397-XXXX
Christopher Demonte

Managing Director and Wealth Advisor at Cresset

Chicago, IL, US
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Richard Lowry

Managing Director - Head of Tax Strategy and Senior Tax Counsel at Cresset

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Thomas McKeown

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