Nick Ellis Email & Phone Number
President
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Nick Ellis Location
- Tustin, CA, US
Nick Ellis Work
- 1983 -now President @ Dynamic Investment Strategies, Inc.
- 2025 -now Financial Advisor @
- 2000 -2025 OSJ Branch Manager @
Nick Ellis Education
- Indiana University Bloomington
Bachelor's degree
- Saddleback College
Associate of Arts (AA)
Nick Ellis Skills
- IRS
- Small Business
- Income Tax
- Tax Preparation
- Sales Tax
- Financial Reporting
- Accounting
- Tax
- Corporate Tax
- Tax Returns
- Strategic Financial Planning
- Partnership Taxation
- Tax Accounting
- Financial Planners
- Financial Planning
- QuickBooks
- Investments
- Strategic Planning
- Securities
- Financial Services
- Budgets
- Finance
- Customer Service
- Strategy
- Microsoft Excel
- Microsoft Office
- Banking
Nick Ellis Summary
- Nick Ellis, based in Tustin, CA, US, is currently a President at Dynamic Investment Strategies, Inc.. Nick Ellis brings experience from previous roles at Kestra Financial and Centaurus Financial, Inc.®. Nick Ellis holds a Bachelor's degree @ Indiana University Bloomington. With a robust skill set that includes IRS, Small Business, Income Tax, Tax Preparation, Sales Tax and more. Nick Ellis has 3 emails and 1 mobile phone numbers on RocketReach.
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