Claudia Ellis's Location

Texas, United States

Claudia Ellis's Work

  • Manager, HNW Service @ Fidelity Investments
  • Brokerage OPS Manager @ Fidelity Investments- National Financial
  • Annuity and Brokerage Operations Manager @ New York Life
  • Operations Manager @ TIAA-CREF
  • Financial Consultant @ Dreyfus

Claudia Ellis's Education

  • St. John's University

    Bachelor's degree (Finance, General)

Claudia Ellis's Skills

  • Leadership
  • Finance
  • Call Centers
  • Series 7
  • Team Management
  • FINRA
  • Operations Management
  • Series 63
  • Product Management
  • Microsoft Office

Claudia Ellis's Summary

Claudia Ellis, based in Texas, United States, is currently a Director- Retail Margin Team at Fidelity Investments, bringing experience from previous roles at Fidelity Investments and Fidelity Investments- National Financial. Claudia Ellis holds a Bachelor's degree in Finance, General @ St. John's University. With a robust skill set that includes Leadership, Finance, Call Centers, Series 7, Team Management and more, Claudia Ellis contributes valuable insights to the industry. Claudia Ellis has 3 emails on RocketReach.

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