Tom Michelotti Email & Phone Number
Wealth Management Advisor @ U.S. Bancorp Investments, Inc.
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Tom Michelotti Location
- Chicago, IL, US
Tom Michelotti Work
- 2026 -now Wealth Management Advisor @
- 2021 -2026 Wealth Management Advisor @
- 2014 -2021 Senior Premier Banker and Vice President @
- 2004 -2006 External Wholesaler @ The Hartford
Tom Michelotti Education
- Marquette University
Bachelor's degree (Psychology, Business Admin.)
- Loyola University of Chicago--Rome, Italy
Tom Michelotti Skills
- Securities and Insurance Licensed
- Securities
- Wealth Management
- Fixed Income
- Equities
- Strategic Financial
- Asset Management
- Mutual Funds
- Financial Services
- Customer Service
- Insurance
- Retirement Planning
- Strategic Planning
- Research
- Investment Advisory
- Risk Management
- Retirement
- Sales
- Strategic Financial Planning
- Asset Allocation
- Financial Advisory
- Series 63
- Estate Planning
- Portfolio Management
- Loans
- Series 7
- Investments
- Fixed Annuities
- Leadership
- Retail Banking
Tom Michelotti Summary
- Tom Michelotti, based in Chicago, IL, US, is currently a Wealth Management Advisor at U.S. Bancorp Advisors. Tom Michelotti brings experience from previous roles at U.S. Bancorp Advisors, BMO Financial Group/Premier Services and The Hartford. Tom Michelotti holds a Bachelor's degree in Psychology, Business Admin. @ Marquette University. With a robust skill set that includes Securities and Insurance Licensed, Securities, Wealth Management, Fixed Income, Equities and more. Tom Michelotti has 2 emails on RocketReach.
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