Catherine Ellis Email & Phone Number
Senior Vice President, Financial Advisor @ CAPTRUST
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Catherine Ellis Location
- Georgetown, TX, US
Catherine Ellis Work
- 2019 -now Senior Vice President, Financial Advisor @
- 2015 -2019 Vice President, Regional Retirement Consultant @
- 2014 -2015 DCIO Retirement Specialist @
- 2011 -2014 Territory Sales Internal Wholesaler @
- 2010 -2011 Senior Lead and Outbound Sales Rep and Sales Representative @
- 2008 -2010 Financial Services Consultant @
Catherine Ellis Education
- Missouri Western State University
Bachelor of Business Administration (B.B.A.), Finance, General (Finance, General)
1999-2004 - Shawnee Mission North High School 1994-1999
Catherine Ellis Skills
- Financial Services
- Investments
- Portfolio Management
- Mutual Funds
- Wealth Management
- Asset Management
- Equities
- Financial Analysis
- Risk Management
- Finance
- 401k
- Retirement Planning
- Asset Allocation
- 401(k) Retirement Savings Plans
- Compliance Management
- Benchmarking
- Plan Design
- QDIA Process
- RFP Process
- Series 63
- Sales
- 401k Retirement Savings Plans
- Management
- Microsoft Office
- Account Management
- Strategic Planning
- 401 Retirement Savings Plans
Catherine Ellis Summary
- Catherine Ellis, based in Georgetown, TX, US, is currently a Senior Vice President, Financial Advisor at CAPTRUST. Catherine Ellis brings experience from previous roles at American Century Investments. Catherine Ellis holds a 1999 - 2004 Bachelor of Business Administration (B.B.A.), Finance, General in Finance, General @ Missouri Western State University. With a robust skill set that includes Financial Services, Investments, Portfolio Management, Mutual Funds, Wealth Management and more. Catherine Ellis has 2 emails and 2 mobile phone numbers on RocketReach.
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