Tom Ellison
Practice Management Consultant at J.P. Morgan Wealth Management
- Role
- Practice Management Consultant - Vice President at JPMorganChase
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Tom Ellison
Energetic and analytical financial management professional with comprehensive wealth…
Experience
Practice Management Consultant - Vice President
Mar 2023 — Present · Columbus, OH, US
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
Skills
- Financial Analysis
- Retirement Planning
- Investment Management
- Financial Services
- Investment Advisory
- Series 66
- Staff Development
- Etfs
- Private Banking
- Series 7
- Asset Allocation
- Mutual Funds
- Integrity
- Market Research & Analysis
- Relationship Building
- Equities
- Business Development
- Wealth Management
- Strategic Financial Planning
- Mentoring
- Investments
- Client Acquisition & Retention
- Risk Assessment & Management
- Team Building
- Fixed Income
- Asset Management
- Investment Strategies
- Alternative Investments
- Strategic Business Planning
- Portfolio Management
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