Shane Harjes
Director, Wealth Advisor at Cresset
- Role
- Director, Wealth Advisor at Cresset
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
Experience
Director, Wealth Advisor
Apr 2023 — Present
Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.
Education
University of Colorado Boulder
Master of Science - MS, Finance
Pepperdine University
Bachelor of Science, Finance
Skills
- Mathematics
- Regulatory Analysis
- Social Networking
- Customer Service
- Teaching
- Social Media
- Underwriting
- Managing Distribution Channels
- Management
- Powerpoint
- Microsoft Excel
- Microsoft Office
- Finance
- Risk Analysis
- Data Analysis
- Tutoring
- Leadership
- Event Planning
- Bloomberg Terminal
- Public Speaking
- Microsoft Word
- Accounting
- Research
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