Rick Thoreson Email & Phone Number
Partner @ Thoreson Steffes Trust Company
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Rick Thoreson Location
- Fargo, ND, US
Rick Thoreson Work
- 2012 -now Partner @
- 2011 -2012 Chief Investment Officer @
- 1996 -2011 Regional Investment Manager @
- 1986 -1996 Senior Portfolio Manager @
Rick Thoreson Education
- Minnesota State Moorhead
Bachelor of Science (Finance, Economics)
1977-1981
Rick Thoreson Skills
- Portfolio Management
- Asset Management
- Investments
- Wealth Management
- Financial Planning
- Asset Allocation
- Equities
- Financial Analysis
- Compliance
- Securities
- Asset Managment
- Investment Management
- Strategic Financial Planning
- Banking
- Credit
- Risk Management
- Management
- Retirement Planning
- Credit Analysis
- Wealth
- Investment Strategies
- Mutual Funds
- Financial Modeling
- Wealth Management Services
- Alternative Investments
- Fixed Income
- Hedge Funds
- Private Banking
- Financial Services
- Retirement
- Investment Advisory
- Capital Markets
- Financial Advisory
- Financial Markets
- Bonds
- Communication
- Leadership
- People Skills
- Customer Service
Rick Thoreson Summary
- Rick Thoreson, based in Fargo, ND, US, is currently a Partner at Thoreson Steffes Trust Company. Rick Thoreson brings experience from previous roles at U.S. Bank. Rick Thoreson holds a 1977 - 1981 Bachelor of Science in Finance, Economics @ Minnesota State Moorhead. With a robust skill set that includes Portfolio Management, Asset Management, Investments, Wealth Management, Financial Planning and more. Rick Thoreson has 2 emails and 1 mobile phone numbers on RocketReach.
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