Thomas Borrelli Email & Phone Number
Financial Advisor @ LPL Financial
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Thomas Borrelli Location
- Rochester, NY, US
Thomas Borrelli Work
- 2022 -now Financial Advisor @
- 2014 -2022 Financial Advisor @ KeyCorp
- 2008 -2014 Licensed Investment Banker @
- 2008 -2008 Account Executive @
- 2007 -2008 Agent @
- 2006 -2007 Agent @
- 2004 -2006 Account Executive @
- 1998 -2003 Site Manager @
- 1994 -1997 Customer Service Manager @
Thomas Borrelli Education
- Campbell University
Bachelor of Business Administration (B.B.A.) (Economics)
2001-2005 - Monroe Community College
Certificate (Small Business Administration/Management)
1995-1996
Thomas Borrelli Skills
- Series 7
- Series 6
- Series 66
- Series 63
- Investments
- Retirement Planning
- Insurance
- Financial Services
- Sales
- Securities
- Mutual Funds
- Finance
- Operational Planning
- CRM
- Referrals
- Loans
- Consulting
- Demonstration
- Mortgage Lending
- Banking
- Customer Service
- Consumer Lending
- Retail Banking
- Life Insurance
- Account Management
- Territory Development
- Territory Growth
- Credit
- Interviews
- Hiring Employees
- Training
- Management
- Production Managment
- Credit Cards
- Mortgage Banking
- Credit Analysis
- Retirement
- Fixed Annuities
- Team Building
- Credit Unions
- Coaching
- Evaluation
- Territory Management
- Time Management
- Loan Origination
- Marketing
- Cross Selling
- Online Marketing
- Relationship Management
- Human Resources
- Financial Products
- Investment Banking
Thomas Borrelli Summary
- Thomas Borrelli, based in Rochester, NY, US, is currently a Financial Advisor at LPL Financial. Thomas Borrelli brings experience from previous roles at KeyCorp, Xceed Financial Credit Union, Sutherland Global Services and New England Financial, A MetLife Company. Thomas Borrelli holds a 2001 - 2005 Bachelor of Business Administration (B.B.A.) in Economics @ Campbell University. With a robust skill set that includes Series 7, Series 6, Series 66, Series 63, Investments and more. Thomas Borrelli has 2 emails and 4 mobile phone numbers on RocketReach.
Looking for a different Thomas Borrelli?
Find contact details for 700 million professionals.
Others Named Thomas Borrelli
Tom Borrelli
Division Executive, Talent Acquisition
Denver, CO, US
Tom Borrelli
340b and Procurement Analyst
Michigan, United States
Thomas Borrelli
Financial Advisor
Rochester, NY, US
Tom Borrelli
Sales Manager
Le Roy, NY, US
Tom Borrelli
Head Wrestling Coach
Mount Pleasant, MI, US
Tommy Borrelli
Director of Operations
Littleton, CO, US
Top LPL Financial Employees
Dean Phillips
Founder | Wealth Advisor
Vero Beach, FL, US
Don Link
President 973 845-6667 and 844 366 5465
Westfield, NJ, US
Maggie Medina
CEO and President, MCM Wealth Advisors, Inc.
San Diego, CA, US
Bradford Smith
President, Financial Advisor
Talbott, TN, US
Joe Lanser
Executive Vice President - Head of FP and A
San Diego, CA, US
Anh Sisouvanh
Vice President, Ops conversions and integrations
San Diego, CA, US
Richard Keltner
Vice President, Tax Innovation
San Diego, CA, US
Amy Difrancesco
Vice President, Sales Readiness
San Diego, CA, US
Joe Pannarale
President and CEO at Diversified Wealth Solutions, LLC
Highland, IN, US
James Sands Jr
President
Fort Myers, FL, US
Blain Bogar
President and Wealth Management Advisor
Las Vegas, NV, US
Clyde French
President
Shreveport, LA, US
Emily Field
Chief People Officer
San Diego, CA, US
Matt Audette
President and Chief Financial Officer
New York, NY, US
Rich Steinmeier
Chief Executive Officer
California, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co