Lisa Elkins's Location
Greenwich, CT, US
Lisa Elkins's Work
- Financial Planner | Advisor @ Belpointe Asset Management
- Lead Adviser @ Tuttle Wealth Management
- Assistant Vice President | Director of Marketing @ New York Life
- Brand Strategy and Planning Director @ Colangelo
- Account Director @ Modem Media
- --- @ Additional Related Experience
Lisa Elkins's Education
- Georgetown University
BSFS
- Kaplan University
Certificate Program for CFP® Certification
Lisa Elkins's Skills
- Estate Planning
- Education Funding
- Project Management
- Marketing Communications
- Sales
- Marketing Strategy
- Finance
- Investment Advice
- Investment Advisory
- Retirement Planning
Lisa Elkins's Summary
Lisa Elkins, based in Greenwich, CT, US, is currently a Financial Planner | Advisor at Belpointe Asset Management LLC, bringing experience from previous roles at Tuttle Wealth Management, LLC, New York Life Insurance Company, Colangelo (an Omnicom agency) and Modem Media (now Publicis Modem). Lisa Elkins holds a BSFS @ Georgetown University. With a robust skill set that includes Estate Planning, Education Funding, Project Management, Marketing Communications, Sales and more, Lisa Elkins contributes valuable insights to the industry. Lisa Elkins has 3 emails on RocketReach.
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Greg Skidmore
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