Jim Elder Email & Phone Number
Chief Financial Officer @ Elderado Financial
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Jim Elder Location
- Montrose, CO, US
Jim Elder Work
- Chief Financial Officer @ (June 1998 - Present)
- Financial Advisor @ Allmerica Financial (January 1993 - January 1998)
- Owner @ Colorado Solar Design (May 1981 - September 1993)
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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Top Elderado Financial Employees
Jim Elder
Chief Financial Officer
Montrose, CO, US
Janet Elder
Investment Advisor
Montrose, CO, US
Daniel Carnes
Financial Advisor
Montrose, CO, US
Rachel Jacques
Office Manager
Montrose, CO, US
Nathan Manes
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Montrose, CO, US
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