Samuel Ellis Email & Phone Number
Senior Wealth Management Advisor @ Greenleaf Trust
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Samuel Ellis Location
- Grand Rapids, MI, US
Samuel Ellis Work
- 2025 -now Senior Wealth Management Advisor @
- 2022 -2025 Wealth Management Advisor @
- 2021 -2022 Portfolio Manager | Vice President @
- 2020 -2021 Portfolio Manager | Second Vice President @
- 2018 -2020 Associate Portfolio Manager @
- 2016 -2018 Investment Associate @
- 2015 -2016 Finance Intern @
- 2014 -2015 Financial Representative @ Northwestern Mutual Financial Network
Samuel Ellis Education
- Grand Valley State University
Bachelor of Business Administration (BBA) (Finance)
2011-2016
Samuel Ellis Skills
- Finance
- Investments
- Investment Management
- Equities
- Asset Management
- Financial Modeling
Samuel Ellis Summary
- Samuel Ellis, based in Grand Rapids, MI, US, is currently a Senior Wealth Management Advisor at Greenleaf Trust. Samuel Ellis brings experience from previous roles at Greenleaf Trust and Northern Trust Corporation. Samuel Ellis holds a 2011 - 2016 Bachelor of Business Administration (BBA) in Finance @ Grand Valley State University. With a robust skill set that includes Finance, Investments, Investment Management, Equities, Asset Management and more. Samuel Ellis has 3 emails and 1 mobile phone numbers on RocketReach.
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