Anne Novak
Managing Director, Wealth Advisor, CPA, PFS, CTFA & Vice President, Cresset Trust Company, LLC
- Role
- Managing Director, Wealth Advisor at Cresset
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Managing Director, Wealth Advisor
Apr 2024 — Present · Minneapolis, MN, US
Education
University of St. Thomas
Bachelor of Arts (B.A.), Accounting
1996 — 2000
Skills
- Financial Modeling
- Financial Analysis
- Investments
- Strategic Planning
- Tax
- Income Tax
- Financial Advisory
- Finance
- Accounting
- Wealth Management
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