Tom Ellison Email & Phone Number
Head of Practice Management - Midwest Division - Executive Director @ J.P. Morgan
5 free lookup(s).
Tom Ellison Location
- Columbus, OH, US
Tom Ellison Work
- 2026 -now Head of Practice Management - Midwest Division - Executive Director @
- 2023 -2026 Practice Management Consultant - Vice President @
- 2022 -2023 Field Implementation Manager - Vice President @
- 2021 -2022 Product Manager - Advisor Engagement (Retirement and Planning) @
- 2016 -2020 Investment and Financial Planning Advisor, Portfolio Manager, Blog Writer and Social Media Coordinator @
- 2012 -2016 Financial Advisor - Vice President @
- 2009 -2012 Investment Associate @
- 2010 -2010 Investor and Solutions Associates Training Program @
- 2007 -2009 Senior Portfolio Analyst @
- 2005 -2007 Investment Assistant @
- 2002 -2005 Sales Management Training Program @
Tom Ellison Education
- The University of Chicago Booth School of Business
M.B.A. (Finance, Accounting, Economics, Managerial and Organizational Behavior)
2006-2009 - Ashland University
Bachelor of Science in Business Administration (BSBA) (Marketing (Major), Economics (Minor), International Business (Minor))
1997-2001 - Westerville-North High School 1993-1997
Tom Ellison Skills
- Wealth Management
- Collaborative Problem Solving
- Attention to Detail
- Business Process Improvement
- Project Planning
- Asset Management
- Strategic Financial Planning
- Portfolio Management
- Market Research & Analysis
- Financial Analysis
- Asset Allocation
- Investment Strategies
- Mutual Funds
- Equities
- Fixed Income
- Alternative Investments
- Investment Advisory
- Retirement Planning
- Private Banking
- Investments
- Financial Services
- Investment Management
- Strategic Planning
- Risk Management
- Risk Assessment
- Adobe Acrobat
- Relationship Building
- Team Building
- Mentoring
- Staff Development
- Interpersonal Skills
- Coaching
- Project Management
- Investment Portfolios
- Process Improvement
- Strategy
- Portfolio Optimization
- Customer Relationship Management (CRM)
- 401k Rollovers
- Brokerage
- Management
- Communication
- Microsoft Project
- Requirements Management
- Stakeholder Management
- Fiduciary
- Officers
- Planning
- Risk Assessment And Management
- Integrity
- Financial Planning
- Business Development
- Strategic Business Planning
- Series 66
- PDS
- Market Research And Analysis
- Client Acquisition And Retention
- ETFs
- Capital
- Series 7
Tom Ellison Summary
- Tom Ellison, based in Columbus, OH, US, is currently a Head of Practice Management - Midwest Division - Executive Director at J.P. Morgan. Tom Ellison brings experience from previous roles at J.P. Morgan and PDS Planning, Inc.. Tom Ellison holds a 2006 - 2009 M.B.A. in Finance, Accounting, Economics, Managerial and Organizational Behavior @ The University of Chicago Booth School of Business. With a robust skill set that includes Wealth Management, Collaborative Problem Solving, Attention to Detail, Business Process Improvement, Project Planning and more. Tom Ellison has 2 emails and 4 mobile phone numbers on RocketReach.
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