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Thomas Pell Email & Phone Number

Director, Private Wealth Client Services at Cresset
Location: Greater Minneapolis-St. Paul Area, United States 8 work roles 3 schools
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Current company
Role
Director, Private Wealth Client Services
Location
Greater Minneapolis-St. Paul Area, United States
Company size

Who is Thomas Pell? Overview

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Thomas Pell is listed as Director, Private Wealth Client Services at Cresset, a with 117 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a matched LinkedIn profile for Thomas Pell.

Thomas Pell previously worked as Associate Director, Private Wealth Client Service at Cresset and Manager, Client Service at Meristem L Cresset. Thomas Pell studied at University Of St. Thomas.

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Cresset

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About Thomas Pell

Thomas Pell is a Director, Private Wealth Client Services at Cresset.

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Thomas Pell's current company

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Cresset
Cresset
Director, Private Wealth Client Services
chicago, illinois, united states
Employees
117
AeroLeads page
8 roles

Thomas Pell work experience

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Director, Private Wealth Client Services

Saint Paul, Mn, Us

Associate Director, Private Wealth Client Service

Minneapolis, Minnesota, United States

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.

Registered Client Associate

Greater Minneapolis-St. Paul Area

Jul 2018 - Sep 2021

Wealth Planning Associate

Greater Minneapolis-St. Paul Area

As a Investment Associate, I work with business owners and families to help them form clearly defined goals for their futures. Together, we build a plan to help achieve those goals, which is monitored and adjusted as necessary based on personal progress and outside factors. I offer custom portfolios that align with client values as well as tax-advantaged strategies and Alternative Investments exclusive to Morgan Stanley.© 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

Feb 2017 - May 2018

Gallery Assistant Manager

Greater Minneapolis-St. Paul Area

As a member of the Sales & Marketing team, I assist in the management of the Gallery in downtown Minneapolis, an innovative kitchen and bath showroom and event space. I work face to face consumers every day, educating and acting as a liaison between consumers, designers, and dealers to facilitate successful transactions and remedy issues. I focus on strong communication and engagement amongst the various departments, teams, and national galleries of Cambria to ensure both short and long term goals and initiatives are achieved. Daily responsibilities include reporting store traffic and retails sales, analyzing inventory levels, delegating and prioritizing business tasks to our three gallery coordinators, research and propose new business development and gallery event opportunities, and assist in managing event budgets and gallery expenses. In addition, I successfully assist in planning and executing business partner and consumer events 2-3 time per week with head counts ranging from 15-200 guests.

Mar 2015 - Feb 2017

Video Producer/Editor

Greater Minneapolis-St. Paul Area

As Video Producer/Editor, I am hands-on at every step of the production process on multiple concurrent projects, all of which at different stages of production; conception through pre-production and into post-production and delivery. Experienced in shooting and editing unscripted content for digital platforms and possess the ability to craft a compelling narrative that aligns with company brand. Organizational and collaborative skills, as well as an ability to prioritize.

Aug 2014 - Mar 2015
Team & coworkers

Colleagues at Cresset

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3 education records

Thomas Pell education

FAQ

Frequently asked questions about Thomas Pell

Quick answers generated from the profile data available on this page.

What company does Thomas Pell work for?

Thomas Pell works for Cresset.

What is Thomas Pell's role at Cresset?

Thomas Pell is listed as Director, Private Wealth Client Services at Cresset.

Where is Thomas Pell based?

Thomas Pell is based in Greater Minneapolis-St. Paul Area, United States while working with Cresset.

What companies has Thomas Pell worked for?

Thomas Pell has worked for Cresset, Meristem L Cresset, Great Waters Financial, Rbc Wealth Management, and Morgan Stanley.

Who are Thomas Pell's colleagues at Cresset?

Thomas Pell's colleagues at Cresset include Beth Barrett Lawther, Cfa, Cepa, Diane York, Heather Ramsey, Cfa, Teresa Cooper, and Lenet Rivas, Cfp®.

How can I contact Thomas Pell?

You can use AeroLeads to view verified contact signals for Thomas Pell at Cresset, including work email, phone, and LinkedIn data when available.

What schools did Thomas Pell attend?

Thomas Pell studied at University Of St. Thomas.

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