Jim Elder Email & Phone Number
Chief Financial Officer @ Elderado Financial
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Jim Elder Location
- Montrose, CO, US
Jim Elder Work
- 1998 -now Chief Financial Officer @
- 1993 -1998 Financial Advisor @ Allmerica Financial
- 1981 -1993 Owner @ Colorado Solar Design
Jim Elder Education
- Colorado State University 1978-1981
Jim Elder Skills
- Asset Management
- Fixed Annuities
- Estate Planning
- Small Business
- Personal Finance
- Strategic Financial Planning
- Investment Advisory
- Marketing
- Private Equity
- Investments
- Alternative Investments
- Financial Planners
- Series 7
- Retirement
- Series 63
- Wealth
- Retirement Planning
- Financial Advisory
- Asset Managment
- Investment Management
- Microsoft Excel
- Financial Reporting
- Physicians
- Trusts
- Project Management
- Wealth Management
- Asset Allocation
- Strategy
- Financial Planning
- Equities
- Portfolio Management
- Mutual Funds
- Investment Strategies
- Finance
- Supply Chain Management
Jim Elder Summary
- Jim Elder, based in Montrose, CO, US, is currently a Chief Financial Officer at Elderado Financial. Jim Elder brings experience from previous roles at Allmerica Financial and Colorado Solar Design. Jim Elder holds a 1978 - 1981 Colorado State University. With a robust skill set that includes Asset Management, Fixed Annuities, Estate Planning, Small Business, Personal Finance and more. Jim Elder has 1 emails and 1 mobile phone numbers on RocketReach.
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