Reese Thompson
Administrative Strategy Assistant at ORGEL WEALTH MANAGEMENT, LLC
- Role
- Administrative Strategy Assistant at ORGEL WEALTH MANAGEMENT, LLC
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Reese Thompson
Skills are developed in leadership, problem solving, project management, organization, and communication. Highly motivated and engages deeply with learning. Aligns with organizational missions and works to best serve clients and coworkers. Dynamic and collaborative when working with teams. Brings a high level of professionalism and fluency in both English and Spanish.
Experience
Administrative Strategy Assistant
Oct 2024 — Present · Minnetonka, MN, US
Orgel Wealth Management is an independent SEC-registered investment advisory firm that provides advisory and wealth management services to individuals, families, high net worth individuals, pensions and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Services primarily include investment management, financial planning, and retirement plan consulting.
Education
VANTAGE
Business
2018 — 2018
VANTAGE
Business
2019 — 2019
VANTAGE
Business
2020 — 2020
Bethel University
Bachelor of Arts - BA, Business Marketing, Spanish
2020 — 2024
Minnetonka Senior High School
Business Research
2019 — 2020
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