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Thomas Pell Email & Phone Number

Associate Director, Private Wealth Client Service at Cresset at Cresset
Location: Greater Minneapolis-St. Paul Area, United States, United States 7 work roles 3 schools
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Role
Associate Director, Private Wealth Client Service at Cresset
Location
Greater Minneapolis-St. Paul Area, United States, United States
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Who is Thomas Pell? Overview

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Thomas Pell is listed as Associate Director, Private Wealth Client Service at Cresset at Cresset, a company with 117 employees, based in Greater Minneapolis-St. Paul Area, United States, 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 Associate Director, Private Wealth Client Service at Cresset at Cresset.

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Thomas Pell's current company

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Cresset
Cresset
Associate Director, Private Wealth Client Service at Cresset
chicago, illinois, united states
Employees
117
AeroLeads page
7 roles

Thomas Pell work experience

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Associate Director, Private Wealth Client Service

Current

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.

Jul 2023 - Present

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.

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.

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.

Aug 2014 - Mar 2015
Team & coworkers

Colleagues at Cresset

Other employees you can reach at cressetcapital.com. View company contacts for 117 employees →

3 education records

Thomas Pell education

FAQ

Frequently asked questions about Thomas Pell

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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 Associate Director, Private Wealth Client Service at Cresset at Cresset.

Where is Thomas Pell based?

Thomas Pell is based in Greater Minneapolis-St. Paul Area, United States, 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 Lance Hruby, Tara Jones, Cgsp®, Pravata Teresa, Tom Frasier, and Leann Shea, Mba.

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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