Gregory Ellms Email
Chief Compliance Officer, Trading Specialist and Portfolio Operations @ Oasis Wealth Planning Advisors, LLC
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Gregory Ellms Location
- Wellesley, MA, US
Gregory Ellms Work
- Chief Compliance Officer, Trading Specialist and Portfolio Operations @ (April 2025 - Present)
- Senior Financial Analyst @ Copper Beech Wealth Management (January 2024 - January 2025)
- Financial Analyst @ (September 2021 - January 2024)
- Financial Analyst @ (January 2021 - January 2024)
- Executive Vice President @ Coachworth, LLC (June 2021 - October 2021)
- Internal Consultant @ (February 2020 - August 2020)
- Relationship Management @ (June 2015 - May 2019)
- Vice President-Financial Consultant @ Charles Schwab & Co.,Inc. (March 1993 - April 2015)
Gregory Ellms Education
- University of Massachusetts Dartmouth
Bachelor of Arts (B.A.) (Political Science)
Gregory Ellms Skills
- 401(k) Retirement Savings Plans
- Alternative Investments
- Analytical Skills
- Asset Allocation
- Asset Management
- Attention to Detail
- Business Development
- Communication
- Customer Relationship Management (CRM)
- Defined Contribution
- ETFs
- Equities
- Equity Trading
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Fixed Annuities
- Fixed Income
- High-Level Relationship Management
- Institutional Investments
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Life Insurance
- Loans
- Market Research
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Mortgage Lending
- Mutual Funds
- Portfolio Management
- Presentations
- Problem Solving
- Proficient in Microsoft Office, Excel, word, Powerpoint, Salesforce, and other CRM platforms
- Qualified Retirement Plans
- Real Estate Financing
- Relationship Building
- Research Skills
- Residential Mortgages
- Retirement Planning
- Sales
- Sales Processes
- Securities
- Series 65
- Strategy
- Trading
- Variable Annuities
- Wealth Management
- Wealth Management Services
- salesforce
Gregory Ellms Summary
- Gregory Ellms, based in Wellesley, MA, US, is currently a Chief Compliance Officer, Trading Specialist and Portfolio Operations at Oasis Wealth Planning Advisors, LLC . Gregory Ellms brings experience from previous roles at Copper Beech Wealth Management, Helmsman Financial Strategies and Coachworth, LLC. Gregory Ellms holds a Bachelor of Arts (B.A.) in Political Science @ University of Massachusetts Dartmouth. With a robust skill set that includes 401(k) Retirement Savings Plans, Alternative Investments, Analytical Skills, Asset Allocation, Asset Management and more. Gregory Ellms has 1 emails on RocketReach.
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