Eli Sorem: Email & Phone Number
Opt-OutPosition:
Investment Specialist at Sunset Adventures Wealth Advisors
Location:
Appleton, Wisconsin, United States
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Sign up to search for other Eli Sorem's across our 850M+ professionals databaseWork Experience 6 years
May 2025 - Current
Apr 2023 - May 2025
May 2020 - Jan 2024
Their professional focus is Communication, Financial Statement Analysis, and Microsoft Excel across 3 core areas.
Eli holds Psychology of Financial Planning Specialist™, FactSet Essentials: Portfolio Analysis, and FactSet Essentials: Derivatives certifications and has been awarded Dean's List
Education
Bachelor's degree at University of Wisconsin-Green Bay
Associate's degree at Fox Valley Technical College
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