Christopher Ellett Email & Phone Number
@leggmason.com
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Who is Christopher Ellett? Overview
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Christopher Ellett is listed as Internal Wholesaler for Independent Advisor and Bank Channel at Legg Mason, based in Fairfield, Connecticut, United States. AeroLeads shows a work email signal at leggmason.com and a matched LinkedIn profile for Christopher Ellett.
Christopher Ellett previously worked as SMA Desk Sales Representative at Legg Mason and Financial Advisor at David Lerner Associates, Inc.. Christopher Ellett holds Ba, Major In Management, Minor In Marketing from Quinnipiac University - School Of Business.
Email format at Legg Mason
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AeroLeads found 1 current-domain work email signal for Christopher Ellett. Compare company email patterns before reaching out.
About Christopher Ellett
Christopher Ellett is a Internal Wholesaler for Independent Advisor and Bank Channel at Legg Mason. He possess expertise in series 7, mutual funds, series 63, fixed income, equities and 10 more skills.
Listed skills include Series 7, Mutual Funds, Series 63, Fixed Income, and 11 others.
Christopher Ellett's current company
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Christopher Ellett work experience
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Internal Wholesaler For Independent Advisor And Bank Channel
Current- Internal Wholesaler for retail sales in two territories, one in Manhattan, Greater New York, and Connecticut, the other in South Eastern Florida. Covering the Independent Advisor Channel, including: Citi Personal.
- Team with my two regional external wholesalers to establish and nurture effective sales relationships and provide investment solutions to financial advisors and branch managers in the regions.
- Host client dinners, seminars, branch and due diligence meetings for top producers and prospects.
- Pitch and discuss portfolio performance, construction and management for fixed income, equity and alternative portfolios for Permal, Western Asset Management, Royce and Associates, LM Capital Management, Clearbridge.
- Key Accomplishments: Top Seller for the Closed End Funds, Overall Sales $103,663,160. Best in Customer Service Award 2008, Top Market Share Award 2010, and Top Closed End Sales 2010.
Sma Desk Sales Representative
- Fostered new and existing relationships with Financial Advisors on National Broker/Dealer Channel
- Pitched and defended portfolio management and provided investment solutions covering all LM Portfolios
- Served as head trainer for new hires on the sales desk
- Key Accomplishments: Pitched, discovered and escalated a number of multimillion dollar deals into sales through appropriate channels, promoted to Internal Wholesaler within 6 months of joining desk.
Financial Advisor
- Established and managed relationships with investment clients with over 200 accounts in New England area
- Pioneered specialized programs for non profit sports programs for fundraising donations of appreciated equities
- Responsible for all aspects of customer relationship, including registration, appropriateness of investments and sales execution
- Fully licensed with Series 7, Series 63 and Life and Health Insurance in the state of CT
- Developed new customer relationships in investment seminars held throughout Fairfield County
Christopher Ellett education
Frequently asked questions about Christopher Ellett
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What company does Christopher Ellett work for?
Christopher Ellett works for Legg Mason.
What is Christopher Ellett's role at Legg Mason?
Christopher Ellett is listed as Internal Wholesaler for Independent Advisor and Bank Channel at Legg Mason.
What is Christopher Ellett's email address?
AeroLeads has found 1 work email signal at @leggmason.com for Christopher Ellett at Legg Mason.
Where is Christopher Ellett based?
Christopher Ellett is based in Fairfield, Connecticut, United States while working with Legg Mason.
What companies has Christopher Ellett worked for?
Christopher Ellett has worked for Legg Mason and David Lerner Associates, Inc..
How can I contact Christopher Ellett?
You can use AeroLeads to view verified contact signals for Christopher Ellett at Legg Mason, including work email, phone, and LinkedIn data when available.
What schools did Christopher Ellett attend?
Christopher Ellett holds Ba, Major In Management, Minor In Marketing from Quinnipiac University - School Of Business.
What skills is Christopher Ellett known for?
Christopher Ellett is listed with skills including Series 7, Mutual Funds, Series 63, Fixed Income, Equities, Sma, Retail, and Investments.
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