Market Client Relationship Manager @ (September 2019 - September 2026)
Senior Complex Operations Associate @ (August 2018 - September 2019)
Manager, Advisor Services @ (June 2010 - August 2018)
Vice President @ (September 2005 - June 2010)
Associate - Corporate Actions @ (June 2003 - May 2005)
Associate - Investor Services @ (June 1998 - June 2003)
Senior Client Account Manager - Global Custody and Accounting Services @ (August 1995 - June 1998)
Fund Accountant @ (June 1994 - August 1995)
Thomas Holl Education
Fordham University
Master of Business Administration (MBA) (Finance and Marketing)
University of Massachusetts Amherst
Bachelor's degree (Economics and Political Science)
Thomas Holl Skills
Accounting
Analysis
Analytics
Banking
Business Analysis
Customer Service
Finance
Financial Analysis
Financial Reporting
Mutual Funds
Risk Management
Securities
Series 10
Series 24
Series 63
Series 66
Series 7
Series 9
Trading
Writing
Microsoft Word
Portfolio Management
Sales
Leadership
Training
Investments
Strategy
Business Development
Thomas Holl Summary
Thomas Holl, based in Kirkland, WA, US, is currently a Market Administrative Officer at UBS. Thomas Holl brings experience from previous roles at Merrill Lynch, RBC Wealth Management, RBC Correspondent Services and RBC Advisor Services and JPMorgan Chase (Formerly Bear, Stearns & Co). Thomas Holl holds a Master of Business Administration (MBA) in Finance and Marketing @ Fordham University. With a robust skill set that includes Accounting, Analysis, Analytics, Banking, Business Analysis and more. Thomas Holl has 4 emails and 4 mobile phone numbers on RocketReach.
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