Tom Rasmussen
Senior Wealth Advisor @ Soltis Investment Advisors
- Role
- Senior Wealth Advisor at Soltis Investment Advisors
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Tom Rasmussen
Experienced advisor with a demonstrated history of working in the financial services industry. Skilled in Research, Microsoft Excel, Customer Service, Microsoft Word, and Data Entry. Strong finance professional pursuing a Bachelor of Science (B.S.) focused in Financial Planning from Utah Valley University.
Experience
Senior Wealth Advisor
Oct 2024 — Present
Education
Ensign College
Associate's Degree, Business/Commerce, General
2012 — 2015
Utah Valley University
Bachelor of Science (B.S.), Financial Planning and Services
2015 — 2018
Skills
- Public Speaking
- Series 7
- Data Entry
- Microsoft Office
- Leadership
- Research
- Social Media
- Powerpoint
- Microsoft Excel
- Series 63
- Training
- Microsoft Word
- Customer Service
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