Ian McElreath Email & Phone Number
Senior Vice President @ Bonaventure Realty Group
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Ian McElreath Location
- Tampa, FL, US
Ian McElreath Work
- Senior Vice President @ (December 2025 - Present)
- Senior Vice President @ (August 2023 - October 2025)
- Senior Investment Consultant @ (April 2021 - August 2023)
- Capital Gains Deferral Specialist @ Estate Planning Team (January 2021 - August 2023)
- Financial Advisor at 20 and 20 Financial Advisers, LLC and 20|20 Capital Management, Inc. @ 20/20 Financial Advisers, LLC & 20|20 Capital Management, Inc. (September 2019 - April 2021)
- Senior Vice President @ (January 2016 - September 2019)
- Regional Vice President @ (June 2009 - December 2015)
- Internal Sales Associate @ KBS Capital Markets Group (April 2007 - May 2009)
- Regional Sales Coordinator @ (September 2006 - April 2007)
- Annuity Service Specialist @ (March 2004 - September 2006)
Ian McElreath Education
- University of San Diego
Bachelor of Business Administration (B.B.A.) (Finance and Financial Management Services)
1998-2002
Ian McElreath Skills
- Financial Analysis
- Client Relations
- Alternative Investments
- Business Development
- Capital Raising
- Investments
- Series 7
- Mutual Funds
- Financial Services
- Sales
- Retirement Planning
- Financial Markets
- Financial Planning
- Commercial Real Estate
- Wealth Management
- Asset Allocation
- Portfolio Management
- Securities
- Asset Management
- Finance
- Trading
- Securities Regulation
- Investment Advisory
- Sales Presentations
- Investment Strategies
- Marketing
- Financial Advisory
- Real Estate
- Insurance
- Fixed Annuities
- Consulting
- Private Equity
- Insurance Planning
- Public Speaking
- Leadership
- Series 63
- Series 24
- REIT
- BDCs
- Wealth Management Services
- Real Estate Private Equity
- Investment Advisory Services
- ETFs
- Variable Annuities
- Indexed Annuities
- Personal Finance
- Personal Financial Planning
- Separately Managed Accounts
- Qualified Retirement Plans
- Fund Of Funds
- Business Relationship Management
- Capital Markets
- Customer Relationship Management (CRM)
- Direct Sales
- Investment Management
- New Business Development
- Outside Sales
- Succession Planning
- Sales Manager
- Sales Management
- Training
- Capital
Ian McElreath Summary
- Ian McElreath, based in Tampa, FL, US, is currently a Senior Vice President at Bonaventure. Ian McElreath brings experience from previous roles at Griffin Capital Company, LLC, Emerson Equity, Estate Planning Team and 20/20 Financial Advisers, LLC & 20|20 Capital Management, Inc.. Ian McElreath holds a 1998 - 2002 Bachelor of Business Administration (B.B.A.) in Finance and Financial Management Services @ University of San Diego. With a robust skill set that includes Financial Analysis, Client Relations, Alternative Investments, Business Development, Capital Raising and more. Ian McElreath has 2 emails and 2 mobile phone numbers on RocketReach.
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