Gene Elliott Email & Phone Number
Financial Advisor @ Brio Financial Group
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Gene Elliott Location
- Palm Springs, CA, US
Gene Elliott Work
- 2015 -now Financial Advisor @
- 2012 -2015 Associate Financial Advisor @
- 2009 -2012 Paraplanner and Financial Planning Analyst @
- 2007 -2008 Regional Financial Planning Analyst @
- 2005 -2007 Paraplanner @ Amerprise Financial
- 1999 -2005 Planning Assistant @
- 1996 -1999 Mutual Fund and Certificate Service Consultant @
- 1984 -1989 Performing Member @
Gene Elliott Education
- University of Minnesota
(Liberal Arts and Sciences/Liberal Studies)
1992-1996 - Madison Area Technical College
Associate of Arts - AA (Liberal Arts and Sciences/Liberal Studies)
1990-1992
Gene Elliott Skills
- Financial Planning
- Morningstar
- Orion
- Redtail
- EMoney
- Investments
- Financial Analysis
- Wealth Management Services
- Insurance
- Investment Strategies
- Microsoft Excel
- Retirement Planning
- Asset Allocation
- Strategic Financial Planning
- High Net Worth Individuals
- Microsoft Office
- PowerPoint
- Public Speaking
- Strategic Planning
- Series 7
- Wealth Management
- Sales
- Mutual Funds
Gene Elliott Summary
- Gene Elliott, based in Palm Springs, CA, US, is currently a Financial Advisor at Brio Financial Group. Gene Elliott brings experience from previous roles at Minkoff & Associates - Ameriprise Private Wealth Advisors, Alberda & Associates, Citigroup and Amerprise Financial. Gene Elliott holds a 1992 - 1996 University of Minnesota. With a robust skill set that includes Financial Planning, Morningstar, Orion, Redtail, EMoney and more. Gene Elliott has 3 emails and 1 mobile phone numbers on RocketReach.
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