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Adam Cooley Ellison Email & Phone Number
Founding Partner - The Ellison Group
at
The Ellison Group
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Current company
Role
Founding Partner - The Ellison Group
Location
Roseville, California, United States
Who is Adam Cooley Ellison? Overview
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Quick answer
Adam Cooley Ellison is listed as Founding Partner - The Ellison Group at The Ellison Group, based in Roseville, California, United States. AeroLeads shows a matched LinkedIn profile for Adam Cooley Ellison.
Adam Cooley Ellison previously worked as Senior Vice President | Financial Advisor at Ameriprise Financial Services, Llc and Assistant Vice President | Senior Financial Advisor at Merrill Lynch. Adam Cooley Ellison holds Bachelor Of Arts - Ba from University Of The Pacific.
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The Ellison Group
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Profile bio
About Adam Cooley Ellison
Adam Cooley Ellison is a Founding Partner - The Ellison Group at The Ellison Group.
Current workplace
Adam Cooley Ellison's current company
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10 roles
Adam Cooley Ellison work experience
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Senior Vice President | Financial Advisor
Entrepreneurial sales leadership, operational leadership, digital and print marketing, outbound sales, business to business, consumer, mid market, ultra high net worth, mass-affluent. Investments, money management and financial planning with ongoing one-on-one client relationships. Series 7, Series 66, California Insurance Licenses held. Transitioned to.
May 2020 - Sep 2022
Assistant Vice President | Senior Financial Advisor
Partnered with and trained, coached Bank of America consumer financial center team on site to become their best self with regard to sales performance in consumer product solutions and referring customers to the Wealth Management channel. Led financial center team meetings weekly. Partnered with and built relationships with the financial center manager and.
May 2012 - Mar 2020
Officer | Assistant Banking Center Manager
Led banking teams of two customer-facing financial centers. Responsible for hiring and recruiting financial center staff, sales and operations management and overall customer satisfaction and problem resolution. I owned financial center operations and took two centers from a “fail” to a 100% perfect internal audit score before leaving my post.
Dec 2010 - May 2012
Personal Banker
Responsible for account opening and home equity line of credit application processing, referrals to other financialprofessionals including mortgage, small business banking, payroll processing, and financial advisors. Exceeded quarterly sales goals and managed performance to goals daily.
Aug 2009 - Dec 2010
Senior Teller
Featured in a nationally-distributed consumer banking associate video on financial center success. Cross trained on new account opening procedures and platform support.
Jul 2007 - Aug 2009
Teller
Served in a very high-volume banking center with 12 other tellers – about 500 personal customer transactions per day each. Responsible for consumer and small business banking deposits, withdrawals, transfers, tax payments, sales referrals to platform associates, problem resolution, operational excellence, product knowledge. Recognized as “Central Valley.
Sep 2004 - Jul 2007
California State Senate Intern
Supported Minority Leader Dave Cogdill’s Capitol office, researched and audited budget for California’s Department of Fish and Wildlife
Jan 2008 - Apr 2008
Capitol Hill Intern
Supported Congressman George Radanovich’s Capitol Hill office, led tours of the United States Capitol building for constituents on behalf of the Congressman, responded to constituent email and written inquiries.
Jun 2006 - Aug 2006
Maryland State Senate Page
Served as Floor Page for MD Republican Senator Richard F. Colburn
Jan 2004 - Feb 2004
2 education records
Adam Cooley Ellison education
Bachelor Of Arts - Ba
High School Diploma
FAQ
Frequently asked questions about Adam Cooley Ellison
Quick answers generated from the profile data available on this page.
What company does Adam Cooley Ellison work for?
Adam Cooley Ellison works for The Ellison Group.
What is Adam Cooley Ellison's role at The Ellison Group?
Adam Cooley Ellison is listed as Founding Partner - The Ellison Group at The Ellison Group.
Where is Adam Cooley Ellison based?
Adam Cooley Ellison is based in Roseville, California, United States while working with The Ellison Group.
What companies has Adam Cooley Ellison worked for?
Adam Cooley Ellison has worked for The Ellison Group, Ameriprise Financial Services, Llc, Merrill Lynch, Bank Of America, and California State Senate.
How can I contact Adam Cooley Ellison?
You can use AeroLeads to view verified contact signals for Adam Cooley Ellison at The Ellison Group, including work email, phone, and LinkedIn data when available.
What schools did Adam Cooley Ellison attend?
Adam Cooley Ellison holds Bachelor Of Arts - Ba from University Of The Pacific.
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