Thomas Holl Email & Phone Number
Market Client Relationship Manager @ Merrill Lynch
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Thomas Holl Location
- Kirkland, WA, US
Thomas Holl Work
- 2019 -now Market Client Relationship Manager @
- 2018 -2019 Senior Complex Operations Associate @
- 2010 -2018 Manager, Advisor Services @
- 2005 -2010 Vice President @
- 2003 -2005 Associate - Corporate Actions @
- 1998 -2003 Associate - Investor Services @
- 1995 -1998 Senior Client Account Manager - Global Custody and Accounting Services @
- 1994 -1995 Fund Accountant @
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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