James Ellis Email & Phone Number
Vice President, Wealth Advisor @ Bernstein Private Wealth Management
5 free lookup(s).
James Ellis Location
- San Francisco, CA, US
James Ellis Work
- 2022 - now Vice President, Wealth Advisor @
- 2019 - now Vice President | Client Advisor @
- 2019 - 2019 Assistant Vice President | Client Advisor @
- 2017 - 2018 Senior Managing Associate @
- 2015 - 2017 Private Client Associate @
- 2014 - 2014 Private Wealth Management Intern @
James Ellis Education
- American University
B.S. Economics & International Relations
2011 - 2015 - The American University of Rome
(Economics)
2013 - 2013
James Ellis Skills
- International Relations
- Economics
- Microsoft Office
- Politics
- Social Media
- Research
- International Development
- Policy Analysis
- Environmental Policy
- Graphic Design
- Quantitative Research
- Quantitative Analytics
- Organizational Design
- Economic Development
- Financial Planning
- Financial Analysis
- Capital Markets
- Equities
- Alternative Investments
- Fixed Income
- Stata
- SPSS
- Microsoft Word
- Microsoft Excel
- Adobe Creative Suite
- PowerPoint
- Public Speaking
- Qualitative Research
- Negotiation
- Organizational Effectiveness
- Spanish
- Spanish-speaking
- International Economics
- Economic Policy
- Foreign Affairs
- Business Economics
- Economic Research
- International Relations Theory
- Microsoft PowerPoint
- Social Networking
- Leadership Development
- Project Management
James Ellis Summary
- James Ellis, based in San Francisco, CA, US, is currently a Vice President, Wealth Advisor at Bernstein Private Wealth Management. James Ellis brings experience from previous roles at Bernstein Private Wealth Management. James Ellis holds a 2011 - 2015 B.S. Economics & International Relations @ American University. With a robust skill set that includes International Relations, Economics, Microsoft Office, Politics, Social Media and more. James Ellis has 2 emails and 2 mobile phone numbers on RocketReach.
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