Mark Kleespies

Mark Kleespies Email and Phone Number

Partner at THOR Wealth Management, Inc. @
Mark Kleespies's Location
Cincinnati, Ohio, United States, United States
Mark Kleespies's Contact Details

Mark Kleespies personal email

n/a

Mark Kleespies phone numbers

About Mark Kleespies

Committed and passionate about helping our clients succeed and meet their financial goals!President of THOR Investment Management with over 17 years of financial services experience. Responsible for the long-term vision of the organization, as well as portfolio management and financial planning for THOR Investment clients.Specialties: Portfolio Management, Financial Planning, Research, Client Relationship Management, Asset Allocation, Business Management, Executive Compensation - options, RSUs, SARs, etc.Note: in order to comply with SEC regulations, I am not permitted to post endorsements to my LinkedIn page.

Mark Kleespies's Current Company Details
THOR Wealth Management, Inc.

Thor Wealth Management, Inc.

Partner at THOR Wealth Management, Inc.
Mark Kleespies Work Experience Details
  • Thor Wealth Management, Inc.
    Partner
    Thor Wealth Management, Inc. Jan 1997 - Present
  • Thor Investment Management
    President
    Thor Investment Management Jan 1997 - Jan 1997
    Cincinnati, Oh, Us
    Our mission is to be a trusted advisor to you and your family by assisting with all your financial and key life decisions, and helping to build and preserve your wealth.At THOR, we are passionate, caring and knowledgeable and are here to support you with a full spectrum of services including:* Investment Management* Financial Planning* Retirement Planning* Estate Planning* Tax Planning* Business AdvisoryAs President, responsible for the long-term vision and business planning for THOR Investment Management. Also responsible for portfolio management, client financial planning and relationship management.
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  • Matrix Technologies, Inc.
    National Sales Manager
    Matrix Technologies, Inc. Jan 1992 - Dec 1996
    Responsible for national sales for all process control systems.
  • Schneider Electric
    Automation Sales Manager
    Schneider Electric Jun 1983 - Dec 1991
    Rueil Malmaison, Paris, Fr
    Sales manager responsible for the Midwest territory
    View

Mark Kleespies Skills

Portfolio Management Strategic Financial Planning Research Crm Management Investments Financial Services Relationship Management Investment Advisory Alternative Investments Mutual Funds Wealth Management Retirement Planning Investment Management Finance Asset Allocation New Business Development Etfs Financial Planners

Mark Kleespies Education Details

  • Xavier University - Williams College Of Business
    Xavier University - Williams College Of Business
    Finance
  • University Of Dayton
    University Of Dayton
    Electrical Engineering

Frequently Asked Questions about Mark Kleespies

What company does Mark Kleespies work for?

Mark Kleespies works for Thor Wealth Management, Inc.

What is Mark Kleespies's role at the current company?

Mark Kleespies's current role is Partner at THOR Wealth Management, Inc..

What is Mark Kleespies's email address?

Mark Kleespies's email address is mk****@****rwm.com

What is Mark Kleespies's direct phone number?

Mark Kleespies's direct phone number is +151327*****

What schools did Mark Kleespies attend?

Mark Kleespies attended Xavier University - Williams College Of Business, University Of Dayton.

What skills is Mark Kleespies known for?

Mark Kleespies has skills like Portfolio Management, Strategic Financial Planning, Research, Crm, Management, Investments, Financial Services, Relationship Management, Investment Advisory, Alternative Investments, Mutual Funds, Wealth Management.

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