Jonas Rees Email
Financial Planner @ CapTrust Wealth Advisors / ctwealth.com
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Jonas Rees Location
- Holland, MI, US
Jonas Rees Work
- Financial Planner @ (April 2025 - Present)
- Finance and Operations Specialist @ (May 2022 - April 2025)
- Wealth Management Intern @ (September 2020 - May 2022)
- Academic Success Center Tutor @ (January 2020 - September 2020)
Jonas Rees Education
- Hope College
Bachelor of Arts - BA (Business/Accounting)
2018-2022
Jonas Rees Skills
- Accounting
- Client Relations
- Bilingual Communications
- Easily Adaptable
- Financial Reporting
- Microsoft Excel
- Financial Advisory
- Financial Services
Jonas Rees Summary
- Jonas Rees, based in Holland, MI, US, is currently a Financial Planner at CapTrust Wealth Advisors / ctwealth.com. Jonas Rees brings experience from previous roles at CapTrust Wealth Advisors / ctwealth.com and Hope College. Jonas Rees holds a 2018 - 2022 Bachelor of Arts - BA in Business/Accounting @ Hope College. With a robust skill set that includes Accounting, Client Relations, Bilingual Communications, Easily Adaptable, Financial Reporting and more. Jonas Rees has 2 emails on RocketReach.
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