Thomas Bennek Email & Phone Number
Director @ Institutional Insurance Group LLC (IIG)
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Thomas Bennek Location
- Saint Paul, MN, US
Thomas Bennek Work
- Director @ (July 2023 - Present)
- Client Experience Manager @ (January 2017 - July 2023)
- Sr. Analyst @ (May 2013 - January 2017)
- Performance Analyst @ Jeffrey Slocum & Associates (November 2008 - June 2012)
- Plan Analyst @ Clark Consulting (August 2006 - November 2008)
- Investment Analyst @ North American Banking Company/ICA (January 2005 - August 2006)
Thomas Bennek Education
- Minnesota State University, Mankato
Bachelor of Science (Institutional Finance)
2000-2004
Thomas Bennek Skills
- Excel
- Analysis
- Research
- Microsoft Office
- Asset Management
- Microsoft Excel
- Risk Management
- Financial Modeling
- Investments
- Mutual Funds
- Investment Strategies
- Financial Analysis
- Investment Management
- Wealth Management
- Series 7
- Strategic Financial Planning
- Returns
- Minneapolis
- REO
- Cards
- Banking
- Consulting
- Accounting
- Workflow
- Technical Analysis
- Valuation
- IRS
- Retirement Benefits
- Net
- Accruals
- Tax
- Portfolio Management
- Communication
- Managing Accounts
- Finance
- Advertising
- Reports
- Morningstar
- Opening New Accounts
- Equities
- Strong Attention to Detail
- Summaries
- Client Accounts
- Business Administration
- Argus
- FINRA
- Insurance Policies
- Liability
- Calculations
- News
- Financial Transactions
- Contractual Agreements
- Management
- Financial Statements
- Client Presentation
- Performance Reporting
- Health Insurance
- Analytics
- North American
- Employee Benefits
Thomas Bennek Summary
- Thomas Bennek, based in Saint Paul, MN, US, is currently a Director at Institutional Insurance Group LLC (IIG). Thomas Bennek brings experience from previous roles at Institutional Insurance Group LLC (IIG), Jeffrey Slocum & Associates and Clark Consulting. Thomas Bennek holds a 2000 - 2004 Bachelor of Science in Institutional Finance @ Minnesota State University, Mankato. With a robust skill set that includes Excel, Analysis, Research, Microsoft Office, Asset Management and more. Thomas Bennek has 1 emails and 3 mobile phone numbers on RocketReach.
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