Thomas Holl Email & Phone Number
Market Client Relationship Manager @ Merrill Lynch
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Thomas Holl Location
- Kirkland, WA, US
Thomas Holl Work
- Market Client Relationship Manager @ (September 2019 - Present)
- 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
Thomas Holl Skills
- Series 63
- Writing
- Financial Reporting
- Microsoft Word
- Portfolio Management
- Banking
- Trading
- Business Analysis
- Risk Management
- Analytics
- Accounting
- Finance
- Customer Service
- Financial Analysis
- Analysis
- Series 7
- Securities
- Sales
- Mutual Funds
- Series 24
- Leadership
- Training
- Investments
- Strategy
- Business Development
Thomas Holl Summary
- Thomas Holl, based in Kirkland, WA, US, is currently a Market Client Relationship Manager at Merrill Lynch. Thomas Holl brings experience from previous roles at RBC Wealth Management, RBC Correspondent Services and RBC Advisor Services, JPMorgan Chase (Formerly Bear, Stearns & Co) and Brown Brothers Harriman. Thomas Holl holds a Master of Business Administration (MBA) in Finance and Marketing @ Fordham University. With a robust skill set that includes Series 63, Writing, Financial Reporting, Microsoft Word, Portfolio Management and more. Thomas Holl has 2 emails and 4 mobile phone numbers on RocketReach.
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