Elliott Lorson Email and Phone Number
Elliott Lorson work email
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Elliott Lorson personal email
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Elliott Lorson phone numbers
As a Wealth Solutions Advisor at Citi, I am passionate about helping clients achieve their financial goals and dreams. I manage over 1200 Citigold and Citigold Private Clients, with a combined asset value of over 1.3 Billion, ensuring a seamless and personalized service delivery. I leverage my analytical, presentation, and business administration skills to provide clients with the best solutions and advice, working with the Citigold Financial Advisors, Credit Ambassadors, and Mortgage Loan Operators. I also hold the Series 7 and 66 licenses, as well as the Accident & Health Insurance certification. I graduated from Western Kentucky University with a Bachelor's in Business, where I was a Dean's List and President's List honoree, and a Captain of the Men's D1 Swim Team. I am pursuing the PMP certification to enhance my project management capabilities and advance my career.
Thomas Cohn Associates
View- Website:
- thomascohnassociates.com
- Employees:
- 7
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Associate Financial AdvisorThomas Cohn AssociatesSt. Louis, Mo, Us -
Wealth Solutions AdvisorCiti Mar 2024 - PresentNew York, New York, Us -
Assistant Vice PresidentCiti Mar 2021 - PresentNew York, New York, Us -
Senior Analyst Safe Act – C12Citi Mar 2021 - Mar 2024New York, New York, Us -
Wealth Relationship ManagerCiti Mar 2021 - Mar 2024New York, New York, Us -
Production Head – Morgan Stanley Office / Branch 203Morgan Stanley Sep 2019 - Mar 2021New York, Ny, Us -
Csa – Client Service Associate / Ra – Registered AssociateMorgan Stanley Sep 2019 - Mar 2021New York, Ny, Us -
Fa – Financial AdvisorMorgan Stanley Aug 2018 - Sep 2019New York, Ny, Us -
Faa – Financial Advisor AssociateMorgan Stanley May 2018 - Aug 2018New York, Ny, Us -
Digital Advisors ProgramWells Fargo Advisors Jan 2018 - Apr 2018St. Louis, Missouri, Us -
Store Manager / Sales ManagerHkt Custom Clothiers Nov 2016 - Dec 2017Atlanta, Georgia, Us -
Store SupervisorBrooks Brothers May 2016 - Oct 2016New York, Ny, Us -
Professional Clothier / SalesmanTom James Company Jan 2015 - Apr 2016Franklin, Tn, Us
Elliott Lorson Skills
Elliott Lorson Education Details
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Western Kentucky UniversityBachelor'S In Business
Frequently Asked Questions about Elliott Lorson
What company does Elliott Lorson work for?
Elliott Lorson works for Thomas Cohn Associates
What is Elliott Lorson's role at the current company?
Elliott Lorson's current role is Associate Financial Advisor.
What is Elliott Lorson's email address?
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What is Elliott Lorson's direct phone number?
Elliott Lorson's direct phone number is +167835*****
What schools did Elliott Lorson attend?
Elliott Lorson attended Western Kentucky University.
What skills is Elliott Lorson known for?
Elliott Lorson has skills like Powerpoint, Strategic Planning, Social Networking, Networking, Customer Service, Microsoft Excel, Team Leadership, Direct Sales, Cold Calling, Social Media, Public Speaking, Marketing.
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