Andy Ohman Email & Phone Number
Managing Director, Wealth Advisor, Cresset @ Cresset
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Andy Ohman Location
- Hopkins, MN, US
Andy Ohman Work
- Managing Director, Wealth Advisor, Cresset @ (April 2024 - Present)
- Managing Director, Client Advisor, Meristem | Cresset @ (June 2022 - April 2024)
- Chief Compliance Officer, Meristem @ (January 2020 - June 2022)
- Shareholder, Meristem @ (January 2020 - June 2022)
- Client Advisor, Meristem @ (January 2005 - June 2022)
- Director of Client Experience, Meristem @ (January 2017 - December 2019)
- Research Analyst and Project Coordinator @ Sargent Management Company (January 2004 - December 2004)
- Senior Tax Associate @ Deloitte & Touche LLP (May 2002 - December 2003)
- Tax Associate @ Arthur Andersen (December 2000 - April 2002)
Andy Ohman Education
- Iowa State University
Bachelor of Science (Finance and Accounting)
1996-2000 - Minnetonka High School
does not apply
1991-1996
Andy Ohman Skills
- Wealth Management
- Investments
- Tax
- Retirement Planning
- Estate Planning
- Asset Allocation
- Retirement
- Series 63
- Financial Analysis
- Insurance
- Financial Modeling
- Investment Advisory
- Strategic Financial Planning
- Finance
- Life Insurance
- Investment Management
- Wealth Management Services
- Mutual Funds
- Portfolio Management
- Microsoft Excel
- Financial Reporting
- Management
- Public Speaking
- Strategic Planning
- Sales
Andy Ohman Summary
- Andy Ohman, based in Hopkins, MN, US, is currently a Managing Director, Wealth Advisor, Cresset at Cresset. Andy Ohman brings experience from previous roles at Meristem l Cresset and Meristem Family Wealth. Andy Ohman holds a 1996 - 2000 Bachelor of Science in Finance and Accounting @ Iowa State University. With a robust skill set that includes Wealth Management, Investments, Tax, Retirement Planning, Estate Planning and more. Andy Ohman has 3 emails and 3 mobile phone numbers on RocketReach.
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