Jeff Ellis Email & Phone Number
EVP @ VIP Insurance
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Jeff Ellis Location
- Kalamazoo, MI, US
Jeff Ellis Work
- EVP @ (January 2026 - Present)
- SVP, Partnership Development @ (June 2018 - January 2026)
- Director of National Accounts @ (February 2009 - April 2018)
- Program Manager, Popular Investments, SVP @ (January 2002 - April 2008)
- State Sales Manager @ ABN Amro/LaSalle Bank (September 1996 - January 2002)
- Financial Consultant @ (July 1992 - June 1996)
- Financial Consultant @ Shearson Lehman Hutton (October 1989 - July 1992)
Jeff Ellis Education
- Abilene Christian University
Master of Arts (M.A.) (Conflict Resolution and Reconciliation)
2013-2015
Jeff Ellis Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Banking
- Budgets
- Business Development
- Credit
- Employee Benefits
- Executive Management
- FINRA
- Finance
- Financial Advisory
- Financial Services
- Fixed Annuities
- Insurance
- Investment Advisory
- Investments
- Leadership
- Life Insurance
- Long-term Care
- Management
- Mergers & Acquisitions
- Mutual Funds
- Organization
- Portfolio Management
- Product Innovation
- Program Management
- Public Speaking
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Sales
- Sales Management
- Sales Operations
- Securities
- Series 6
- Series 63
- Series 7
- Start-ups
- Strategic Financial Planning
- Strategic Partnerships
- Strategic Planning
- Strategy
- Term Life Insurance
- Training
- Underwriting
- Vendor Management
- Wealth Management
- 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 401k, Alternative Investments, Asset Allocation, Asset Management, Banking and more. Jeff Ellis has 4 mobile phone numbers on RocketReach.
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