Professional Overview

Andrew Oberman is a seasoned financial executive currently serving as Executive Director, Financial & Advisor at Morgan Stanley in Chesterfield, Missouri, United States. His key expertise areas include financial advisory services, wealth management, and investment strategy, with a primary industry focus on financial services.

Experience Summary

Current Role

As Executive Director, Financial & Advisor at Morgan Stanley, Andrew Oberman's current position involves providing high-level financial advisory services to clients, overseeing investment portfolios, and contributing to the development of financial strategies. His key responsibilities include client relationship management, portfolio management, and team leadership. Notable achievements in his current role are not available.

Career Progression

Andrew Oberman's career progression is marked by his tenure at Morgan Stanley, where he has held roles of increasing responsibility. Prior to his current position, he served as Executive Director, Financial Advisor from 1987 to the present. Before joining Morgan Stanley, he was the President/Owner of MBI, Inc. from 1985 to 1987.

Areas of Expertise

Andrew Oberman's areas of expertise include financial planning, investment analysis, portfolio management, and wealth management. He also possesses leadership and management capabilities, having led teams and managed client relationships throughout his career.

Professional Impact

Information on notable projects, initiatives, or specific industry contributions is not available.

Conclusion

Andrew Oberman's professional trajectory is characterized by his long-term commitment to Morgan Stanley and his progression through roles of increasing responsibility. His current focus is on delivering high-quality financial advisory services and contributing to the success of his clients. His value proposition lies in his extensive experience, industry expertise, and ability to provide tailored financial solutions to his clients.