Jeff Ellis Email & Phone Number
EVP @ VIP Insurance
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Jeff Ellis Location
- Kalamazoo, MI, US
Jeff Ellis Work
- 2026 -now EVP @
- 2018 -2026 SVP, Partnership Development @
- 2009 -2018 Director of National Accounts @
- 2002 -2008 Program Manager, Popular Investments, SVP @
- 1996 -2002 State Sales Manager @ ABN Amro/LaSalle Bank
- 1992 -1996 Financial Consultant @
- 1989 -1992 Financial Consultant @ Shearson Lehman Hutton
Jeff Ellis Education
- Abilene Christian University
Master of Arts (M.A.) (Conflict Resolution and Reconciliation)
2013-2015
Jeff Ellis Skills
- Organization
- Product Innovation
- Banking
- Insurance
- Series 7
- Strategy
- Investments
- Business Development
- Leadership
- Asset Allocation
- Financial Services
- Series 6
- Retirement
- Relationship Management
- Management
- Employee Benefits
- Portfolio Management
- Public Speaking
- Strategic Financial Planning
- Budgets
- Vendor Management
- Training
- Series 63
- Mergers & Acquisitions
- Sales Management
- Credit
- Strategic Partnerships
- Executive Management
- Program Management
- Wealth Management
- Retirement Planning
- Fixed Annuities
- Finance
- Sales
- Sales Operations
- Start-ups
- Financial Advisory
- Securities
- Mutual Funds
- Strategic Planning
- Risk Management
- Life Insurance
- Alternative Investments
- Investment Advisory
- 401k
- Asset Management
- Underwriting
- FINRA
- Long-term Care
- Term Life Insurance
- Customer Service
- National Accounts
- Mergers and Acquisitions
- Liberty
- Start Ups
- Microsoft Excel
- Long Term Care
Jeff Ellis Summary
- Jeff Ellis, based in Kalamazoo, MI, US, is currently a EVP at VIP Insurance. Jeff Ellis brings experience from previous roles at Benefit Bank Distributors, Inc, Liberty Life Assurance Company of Boston, Popular Community Bank and ABN Amro/LaSalle Bank. Jeff Ellis holds a 2013 - 2015 Master of Arts (M.A.) in Conflict Resolution and Reconciliation @ Abilene Christian University. With a robust skill set that includes Organization, Product Innovation, Banking, Insurance, Series 7 and more. Jeff Ellis has 4 mobile phone numbers on RocketReach.
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