Tanner Thompson
Senior Relationship Associate at ORGEL WEALTH MANAGEMENT, LLC
- Role
- Senior Relationship Associate at ORGEL WEALTH MANAGEMENT, LLC
- Location
- Eau Claire, WI, US
- LinkedIn followers
- 500 followers
Experience
Senior Relationship Associate
Mar 2025 — Present · Altoona, WI, 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, pension 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
University of Wisconsin-Eau Claire
Bachelor of Business Administration - BBA
2016 — 2019
Monroe High School
High School Diploma
2011 — 2016
Skills
- Relationship Building
- Public Speaking
- Digital Marketing
- Time Management
- Leadership
- Influential Communicator
- Teamwork
- Savings
- Finance
- Customer Service
- Sales
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.