Since 2019, Samantha Thorn has been working in Marks Group Wealth Management based 186, 186. This professional is an experienced Wealth Advisor with over 12 years of work experience. According to Samantha's CV and work profile, Samantha has worked at more than six companies with numerous backgrounds and got various skills. Samantha attended school at the St. Cloud State University from 2006 to 2011. This person has professional certification in Cfp® Certificant and Cpa (Inactive). Samantha Thorn can be found in Edina, Minnesota – where this person currently lives. You can search for this person's contacts. We can also provide you detailed contact information upon request.
Name variants:
Sam Thorn,
Sammie Thorn,
Sammy Thorn,
Mandy Thorn,
Manthy Thorn
Last updated Jun 17, 2024
Contact Information
Workplace
Colleagues
Work History
Wealth Advisor
4350 Baker Rd SUITE 245, Minnetonka, MN 55343
from Mar 2019
Financial Manager at Murphy Pohlad Asset Management Llc
Murphy Pohlad Asset Management LLC is a registered investment advisory firm, managing tailored investment portfolios. Our clients consist of high net worth families and individuals. Dependin...
Mar 2013 — Oct 2018
Staff Accountant
Minnesota
Auditor for non-profit organizations.
Nov 2012 — Feb 2013
Staff Accountant
Westchester, IL
Auditor for labor unions.
May 2011 — Oct 2012
Member Service Representative and Cash Manager
1532 west Saint Germain St, Saint Cloud, MN 56301
Provided service and support to members of the credit union.
Sep 2007 — Apr 2011
Financial Analyst Co-Op
New York, NY
Collaborated with co-workers in India via technologies.
Dec 2009 — Jun 2010
Education
2006 — 2011
Occupations
Advisor
Accountant
Finance and Accounting Specialist
Executive
Financial Manager
Financial Director
Accounting Bookkeeper
Bookkeeper
Financial Officer
Skills
Investment Strategies
Wealth Preservation
Financial Planning
Retirement Planning
Accounting
Quickbooks
Microsoft Excel
Microsoft Word
Auditing
Roth Ira
401K
Traditional Ira
Rmds
403 B
457 Plans
Esop
Employee Stock Options
Deferred Compensation
Capital Gains Tax
Wealth Transfer
Financial Analysis
Problem Solving
Critical Thinking
Analytical Skills
Finance
Research
Data Analysis
Financial Reporting
Leadership
Qualitative Research