K.c. Ellis Email & Phone Number
Senior Executive Vice President, US Private Client Group @ Fisher Investments
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K.c. Ellis Location
- San Francisco, CA, US
K.c. Ellis Work
- 2026 -now Senior Executive Vice President, US Private Client Group @
- 2017 -2026 Executive Vice President, U.S. Private Client Services @
- 2014 -2017 Lieutenant Vice President, Private Client Services @
- 2013 -2014 Executive Vice President, Private Client Services (Interim) @
- 2011 -2013 Group Vice President @
- 2008 -2011 Client Programs Group Manager @
- 2007 -2008 Client Programs Analyst @
- 2004 -2007 Investment Counselor and Client Correspondence Specialist @
- 2003 -2004 Client Account Coordinator @
K.c. Ellis Education
- UC Santa Barbara
B.A., Communication (Communication)
1999-2003
K.c. Ellis Skills
- Investments
- Portfolio Management
- Business Development
- Asset Allocation
- Asset Management
- Program Management
- Strategy
- Investment Strategies
- Leadership
- Financial Services
- Series 7
- Investment Management
- Wealth Management
- Investment Advisory
- Financial Analysis
- Series 63
- Securities
K.c. Ellis Summary
- K.c. Ellis, based in San Francisco, CA, US, is currently a Senior Executive Vice President, US Private Client Group at Fisher Investments. K.c. Ellis brings experience from previous roles at Fisher Investments. K.c. Ellis holds a 1999 - 2003 B.A., Communication in Communication @ UC Santa Barbara. With a robust skill set that includes Investments, Portfolio Management, Business Development, Asset Allocation, Asset Management and more. K.c. Ellis has 4 emails and 2 mobile phone numbers on RocketReach.
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