Emily Reitan

About Emily Reitan

I am an innovative and growth-oriented leader with extensive experience in the financial services industry. My focus has been on developing global growth strategies and translating them into actionable plans, consistently delivering positive business outcomes. I am a proven innovator with a demonstrated history of leveraging skills in strategic planning, digital transformation strategy, fintech markets and trends and business and P/L development. My background includes success from start-up to enterprise transformation. I am recognized as a high impact, dynamic, decisive and motivational leader with extensive digital, distribution, and product expertise in B2B channel. I have expertise building new businesses channels from strategy and products to marketing and operations, including the direct-to-consumer channel. I am known as an empowering leader, skilled in motivating and developing individuals and teams to reach their full potential and consistently meeting or exceeding organizational goals.

Experience

1. Chief Operations Officer

   Realta Wealth

   Jan 2026 — Present · Minneapolis, MN, US

Education

• American University

  M.A., International Economic Policy

  1998 — 2000

• University of Puget Sound

  B.A., Economics

  1994 — 1998

Skills

• Venture Capital
• Retirement
• Strategic Financial Planning
• Strategy
• Customer Insight
• Joint Ventures
• Market Research
• Insurance
• Financial Reporting
• Business Development
• Strategic Planning
• Fixed Annuities
• Budgeting
• Financial Analysis
• Leadership
• Budgets
• Finance
• Financial Services
• Management
• Series 7
• Product Development
• Business Planning