Thomas Elliot Email & Phone Number
Investment Consultant @ Fidelity Investments
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Thomas Elliot Location
- Portland, OR, US
Thomas Elliot Work
- 2025 -now Investment Consultant @
- 2024 -2025 Planning Consultant @
- 2023 -2024 Client Service Manager @
- 2022 -2023 Senior Manager, Investment Operations @
- 2017 -2022 Manager, Investment Operations @
- 2017 -2017 Senior Financial Analyst and Budget Manager @
- 2014 -2017 Senior Specialist Trading Services @
- 2011 -2013 Financial Advisor @
Thomas Elliot Education
- Portland State University
Certificate (Project Management)
2016-2016 - Oregon State University
Bachelor’s Degree (Finance)
2007-2010 - Oregon State University
Bachelor’s Degree (Business Administration - Entrepreneurship)
2007-2010 - The American College of Financial Services
ChFC/CFP Coursework (In Progress) (ChFC/CFP Coursework (In Progress))
Thomas Elliot Summary
- Thomas Elliot, based in Portland, OR, US, is currently a Investment Consultant at Fidelity Investments. Thomas Elliot brings experience from previous roles at Fidelity Investments, Aldrich and M Financial Group. Thomas Elliot holds a 2016 - 2016 Certificate in Project Management @ Portland State University. Thomas Elliot has 3 emails and 3 mobile phone numbers on RocketReach.
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