Elizabeth Wellington

Manager at Deloitte

Role
Manager Wealth Management & Retirement at Deloitte
Location
San Diego, CA, US
LinkedIn followers
500 followers

About Elizabeth Wellington

Elizabeth is a knowledgeable Financial Services Consultant whose primary experience has been working with top tier wealth management and retirement firms. Her client engagements have focused around product development, digital & technology transformations, business process improvement, platform re-design, and project management operations. Elizabeth graduated from Washington University in St. Louis with a bachelor’s degree in Accounting and Marketing.

Experience

  1. Manager Wealth Management & Retirement

    Deloitte

    May 2022 — Present · New York, NY, US

Education

  • Washington University in St. Louis

    Bachelor of Business Administration - BBA, Marketing and Accounting

  • Byram Hills High School

    High School

Skills

  • Event Planning
  • Financial Services
  • Salesforce.com
  • Research
  • Powerpoint
  • Microsoft Excel
  • Product Management
  • Visio
  • Project Management
  • Financial Markets
  • Business-to-Business (B2b)
  • Social Media
  • Account Management
  • Microsoft Word
  • Leadership
  • Financial Accounting
  • Microsoft Office
  • Market Research
  • Time Management
  • Public Speaking
  • Photoshop

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