Rick Thoreson
Partner at Thoreson Steffes Trust Company
- Role
- Partner at Thoreson Steffes Trust Company
- Location
- Fargo, ND, US
- LinkedIn followers
- 500 followers
About Rick Thoreson
A seasoned investment professional with over 30 years of experience managing assets for individual and institutional clients.
Experience
Partner
Thoreson Steffes Trust Company
Jul 2012 — Present
Thoreson Steffes Trust Company provides investment and farm management, wealth transfer planning and retirement planning services for a small group of clients to ensure a very personal client experience. As a state chartered independent trust company, Thoreson Steffes Trust Company manages nearly $500 million for individual clients and families in broadly diversified separate accounts. We work closely with our clients and their advisers to create a seamlessly integrated solution to each client\'s unique needs and objectives.
Education
Minnesota State Moorhead
Bachelor of Science, Finance, Economics
1977 — 1981
Skills
- Securities
- Retirement
- Bonds
- Strategic Financial Planning
- Wealth Management Services
- Management
- Credit Analysis
- Investments
- Wealth Management
- Financial Planning
- Capital Markets
- Asset Managment
- Retirement Planning
- Compliance
- Financial Services
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Fixed Income
- Credit
- Financial Modeling
- Portfolio Management
- Hedge Funds
- Financial Advisory
- Equities
- Leadership
- Investment Advisory
- People Skills
- Financial Analysis
- Communication
- Wealth
- Asset Management
- Private Banking
- Investment Management
- Financial Markets
- Investment Strategies
- Alternative Investments
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