Adam Gressa
Senior Vice President & Wealth Advisor at Bessemer Trust
- Role
- Senior Vice President & Wealth Advisor at Bessemer Trust
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Vice President & Wealth Advisor
Jan 2023 — Present · Denver, CO, US
Education
University of Florida - Fredric G. Levin College of Law
J.D., Estates and Trusts Practice Certificate
2008 — 2011
University of Florida - Warrington College of Business
B.S.B.A., Marketing and Finance
2004 — 2008
University of Denver - Sturm College of Law
LL.M., Taxation
2011 — 2012
Skills
- Financial Planning
- Financial Analysis
- Estate Tax Planning
- Powerpoint
- Mergers & Acquisitions
- Insurance
- Trusts
- Estate Administration
- Personal Trust Administration
- Wealth Management
- Tax Law
- Gift Tax
- Retirement Planning
- Investments
- Mergers
- Investment Management
- Estate Planning
- Mergers
- Trials
- Tax
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