Jonas Rees is a Financial Planning Specialist at CapTrust Financial Advisors, where responsibilities include providing tailored wealth management solutions for individuals and corporations, focusing on personalized planning and investment management. Previous roles include Finance & Operations Specialist, managing daily financial operations for a 25-employee business, and Operational Specialist, along with an internship in Compliance and Client Services at Hope College. Jonas Rees also served as a tutor at the Academic Success Center during the academic career at Hope College, which culminated in a Bachelor of Arts in Business/Accounting in 2022.
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