Elliott Lorson

Elliott Lorson Email and Phone Number

Associate Financial Advisor @ Thomas Cohn Associates
St. Louis, MO, US
Elliott Lorson's Location
Greater St. Louis, United States, United States
Elliott Lorson's Contact Details
About Elliott Lorson

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.

Elliott Lorson's Current Company Details
Thomas Cohn Associates

Thomas Cohn Associates

View
Associate Financial Advisor
St. Louis, MO, US
Employees:
7
Elliott Lorson Work Experience Details
  • Thomas Cohn Associates
    Associate Financial Advisor
    Thomas Cohn Associates
    St. Louis, Mo, Us
  • Citi
    Wealth Solutions Advisor
    Citi Mar 2024 - Present
    New York, New York, Us
  • Citi
    Assistant Vice President
    Citi Mar 2021 - Present
    New York, New York, Us
  • Citi
    Senior Analyst Safe Act – C12
    Citi Mar 2021 - Mar 2024
    New York, New York, Us
  • Citi
    Wealth Relationship Manager
    Citi Mar 2021 - Mar 2024
    New York, New York, Us
  • Morgan Stanley
    Production Head – Morgan Stanley Office / Branch 203
    Morgan Stanley Sep 2019 - Mar 2021
    New York, Ny, Us
  • Morgan Stanley
    Csa – Client Service Associate / Ra – Registered Associate
    Morgan Stanley Sep 2019 - Mar 2021
    New York, Ny, Us
  • Morgan Stanley
    Fa – Financial Advisor
    Morgan Stanley Aug 2018 - Sep 2019
    New York, Ny, Us
  • Morgan Stanley
    Faa – Financial Advisor Associate
    Morgan Stanley May 2018 - Aug 2018
    New York, Ny, Us
  • Wells Fargo Advisors
    Digital Advisors Program
    Wells Fargo Advisors Jan 2018 - Apr 2018
    St. Louis, Missouri, Us
  • Hkt Custom Clothiers
    Store Manager / Sales Manager
    Hkt Custom Clothiers Nov 2016 - Dec 2017
    Atlanta, Georgia, Us
  • Brooks Brothers
    Store Supervisor
    Brooks Brothers May 2016 - Oct 2016
    New York, Ny, Us
  • Tom James Company
    Professional Clothier / Salesman
    Tom James Company Jan 2015 - Apr 2016
    Franklin, Tn, Us

Elliott Lorson Skills

Powerpoint Strategic Planning Social Networking Networking Customer Service Microsoft Excel Team Leadership Direct Sales Cold Calling Social Media Public Speaking Marketing Negotiation

Elliott Lorson Education Details

  • Western Kentucky University
    Western Kentucky University
    Bachelor'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?

Elliott Lorson's email address is e.****@****mes.com

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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