Thomas Morell Email & Phone Number
Senior Tax Associate @ Creative Planning
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Thomas Morell Location
- Cleveland, OH, US
Thomas Morell Work
- 2025 -now Senior Tax Associate @
- 2024 -2025 Senior Tax Associate @
- 2022 -2024 Tax Associate @
- 2022 -2022 Tax Intern @
- 2021 -2021 Audit Intern @
- 2017 -2020 Office Assistant @ Ohio National Express - O.N.E.
Thomas Morell Education
- Otterbein University
Bachelor of Science - BS (Alpha Lambda Delta/Phi Eta Sigma National Honor Society (ALDPES), Phi Delta Theta (Ohio Xi Chapter), Volunteer, Dean’s List)
2018-2022 - Otterbein University
Minor (Finance)
2018-2022 - Padua Franciscan High School
(Basketball Team, Spanish Club, National Honor Society (NHS), Volunteer Work)
2014-2018
Thomas Morell Skills
- Microsoft Excel
- Accounting
- Leadership
- Communication
- Tax Preparation
- Auditing
- CCH Axcess Tax
- CaseWare Software
- Financial Statements
- Bookkeeping
- Organization Skills
- Analytical Skills
- Time Management
- Listening
Thomas Morell Summary
- Thomas Morell, based in Cleveland, OH, US, is currently a Senior Tax Associate at Creative Planning. Thomas Morell brings experience from previous roles at Rea. Thomas Morell holds a 2018 - 2022 Bachelor of Science - BS in Alpha Lambda Delta/Phi Eta Sigma National Honor Society (ALDPES), Phi Delta Theta (Ohio Xi Chapter), Volunteer, Dean’s List @ Otterbein University. With a robust skill set that includes Microsoft Excel, Accounting, Leadership, Communication, Tax Preparation and more. Thomas Morell has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Thomas Morell?
Find contact details for 700 million professionals.
Others Named Thomas Morell
Tom Morell
PeopleSoft Consultant
San Diego, CA, US
Thomas Morell
RPA Developer
Newcastle upon Tyne, GB
Thomas Morell
Konstruktör
Stockholm County, Sweden
Thomas Morell
RF Engineer
Sauquoit, NY, US
Top Creative Planning Employees
Daniel Bruns
COO Retirement Services, Head of Participant Advice
Chicago, IL, US
Tom Zgainer
Founder AB401k
Scottsdale, AZ, US
Nick Jacobson
Chief Marketing Officer
Overland Park, KS, US
Jason Edmonds
Managing Director, Partner
Lawrence, KS, US
Rodney Balbuena
Managing Director
Los Angeles, CA, US
Matt Pearson
Managing Director
Mercer Island, WA, US
Megan Schmitz
Chief People Officer
Leawood, KS, US
Tom Demko
Managing Director
Beverly Hills, CA, US
Lawrence Tynes
Managing Director | Sports
Overland Park, KS, US
Peter Mallouk
President and Chief Executive Officer
United States
Jonathan Knapp
Chief Operating Officer
Prairie Village, KS, US
Chatten Scruggs
CTO
Leawood, KS, US
Chris Johnson
Managing Director and Partner
Atlanta, GA, US
Thomas Panoplos
Managing Director
Northbrook, IL, US
Stacey Velez
Managing Director
Martinez, CA, US
Jeff White
Managing Director
California, United States
Dave Kaye
Chief Financial Officer
Kansas City, MO, US
Gary Disalvo
Managing Director
St. Louis, MO, US
Stephanie Trentham
Managing Director
Midlothian, VA, US
Clay Baker
Managing Director
Kansas City, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co