Client Service Associate @ (August 2022 - August 2025)
Wedding Planning Assistant @ The Creative Planners (September 2021 - August 2025)
Wealth Analyst @ (July 2021 - August 2022)
Wealth Management Summer Analyst @ (June 2020 - August 2020)
Finance and Accounting Intern @ (June 2019 - November 2019)
Campus Ambassador @ (January 2019 - June 2019)
Pool Manager @ (May 2018 - September 2018)
Stylist Assistant @ (February 2018 - May 2018)
Elly Larson Education
University of Denver
Finance (General)
2017-2021
Lake Forest High School 2013-2017
Elly Larson Skills
Collaborative Problem Solving
Creative Thinking
Financial Analysis
Financial Planning
Leadership
Microsoft Excel
Microsoft Office
Problem Solving
Public Speaking
Strategic Planning
Elly Larson Summary
Elly Larson, based in New York, NY, US, is currently a Wealth Management Associate at Morgan Stanley. Elly Larson brings experience from previous roles at Morgan Stanley, The Creative Planners, BMO Harris Bank and JPMorgan Chase & Co.. Elly Larson holds a 2017 - 2021 Finance in General @ University of Denver. With a robust skill set that includes Collaborative Problem Solving, Creative Thinking, Financial Analysis, Financial Planning, Leadership and more. Elly Larson has 1 emails on RocketReach.
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