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Andrew O'connell
Andrew O'connell
Managing Director, Wealth Advisor | Cresset
New York, New York, United States
Andrew O'connell
Summary
Andrew O'Connell is a seasoned financial professional with extensive experience in wealth management and banking. Currently serving as the Managing Director and Wealth Advisor at Cresset, he brings a wealth of expertise in financial services, having previously held senior roles at First Republic Private Wealth Management. With a strong educational background in Economics from Boston University, Andrew has cultivated a robust skill set in investment advisory and client relations. His career trajectory showcases a consistent focus on client service and wealth management, demonstrating his commitment to helping clients achieve their financial goals. Andrew's leadership experience is complemented by his ability to navigate complex financial landscapes, making him a valuable asset in the finance sector. He is passionate about leveraging technology to enhance client experiences and drive innovative solutions in wealth management. Outside of work, Andrew enjoys exploring emerging financial technologies and their implications for the industry.
Andrew O'connell
Work Experience
Managing Director, Wealth Advisor at
Cresset
April 2023 - Present
Senior Vice President, Wealth Manager at
First Republic Private Wealth Management
February 2023 - April 2023
Vice President, Wealth Manager at
First Republic Private Wealth Management
February 2019 - January 2023
Associate Wealth Manager at
First Republic Private Wealth Management
March 2016 - February 2019
Associate Director at
First Republic Private Wealth Management
September 2015 - March 2016
Associate at
Constellation Wealth Advisors
February 2011 - September 2015
Client Service Specialist at
Fi-Tek
November 2009 - January 2011
Mutual Fund Administrator/Fund Accountant at
JPMorganChase
July 2008 - October 2009
Mutual Fund Accountant at
State Street
July 2007 - June 2008
Andrew O'connell
Education
January 2004 - January 2007
Moravian University
January 2003 - January 2004
Frequently Asked Questions about Andrew O'connell
What is Andrew O'connell email address?
Andrew O'connell's primary email address is *********@cressetcapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Andrew O'connell work for?
Andrew O'connell is a Managing Director, Wealth Advisor at Cresset, a company specializing in Functions related to depository banking.
Where Andrew O'connell graduated from?
Andrew O'connell holds a degree in Economics from Boston University.
How can I directly contact Andrew O'connell?
To contact Andrew O'connell directly, you can use the email address *********@cressetcapital.com. Complete contact information is available upon registration with Muraena.
Who is Andrew O'connell?
Andrew O'Connell is a seasoned financial professional with extensive experience in wealth management and banking. Currently serving as the Managing Director and Wealth Advisor at Cresset, he brings a wealth of expertise in financial services, having previously held senior roles at First Republic Private Wealth Management. With a strong educational background in Economics from Boston University, Andrew has cultivated a robust skill set in investment advisory and client relations. His career trajectory showcases a consistent focus on client service and wealth management, demonstrating his commitment to helping clients achieve their financial goals. Andrew's leadership experience is complemented by his ability to navigate complex financial landscapes, making him a valuable asset in the finance sector. He is passionate about leveraging technology to enhance client experiences and drive innovative solutions in wealth management. Outside of work, Andrew enjoys exploring emerging financial technologies and their implications for the industry.
Andrew`s contact details
*********@cressetcapital.com
**********@firstrepublic.com
Colleagues
Managing Director, Wealth Advisor
Partner, Managing Director, Head of Tax
Founder of Cresset Catalyst
Managing Director, Client Service
Managing Director and Partner
Managing Director, Wealth Advisor
Chief People Officer
Executive Managing Director & Advisory Board Member
Private Wealth Advisor, Managing Director and Partner
Managing Director, Wealth Advisor