Ellen Fox

Ellen Fox Email and Phone Number

Forensics and Valuation Consultant @ Forvis Mazars US
Charlotte, NC, US
Ellen Fox's Location
Memphis, Tennessee, United States, United States
About Ellen Fox

I am a student at Rhodes College pursuing a bridge major in Mathematics and Economics with a minor in Philosophy. I am also currently interning at Fish and Associates, a financial advisory firm. I am interested in positions related to valuation, wealth management and financial forensics in the DC, Boston, Charlotte, Austin and Memphis areas.

Ellen Fox's Current Company Details
Forvis Mazars US

Forvis Mazars Us

View
Forensics and Valuation Consultant
Charlotte, NC, US
Website:
fishandassociates.com
Employees:
8
Ellen Fox Work Experience Details
  • Forvis Mazars Us
    Forensics And Valuation Consultant
    Forvis Mazars Us
    Charlotte, Nc, Us
    View
  • Fish And Associates
    Intern
    Fish And Associates Jan 2024 - Present
    Memphis, Tn
    - Organized client data in Excel and our CRM for comparison of investment, insurance and retirement options- Coordinated with Compliance and clients to get all rep codes reassigned and to make sure RMDs were accurate and up to date- Simulated retirement scenarios to see if different situations would fit client needs- Analyzed tax and estate documents to understand details of client information
    View
  • Erben Associates
    Intern
    Erben Associates May 2023 - Aug 2023
    Austin, Tx
    - Organized tax, legal, and business financial documents- Observed development of financial plans and attended small group planning sessions- Worked directly with clients through scheduling and paperwork- Researched the market and send a weekly client-wide email delivering findings
    View

Ellen Fox Education Details

Frequently Asked Questions about Ellen Fox

What company does Ellen Fox work for?

Ellen Fox works for Forvis Mazars Us

What is Ellen Fox's role at the current company?

Ellen Fox's current role is Forensics and Valuation Consultant.

What schools did Ellen Fox attend?

Ellen Fox attended Rhodes College, Mccallum High School.

Who are Ellen Fox's colleagues?

Ellen Fox's colleagues are Bob Maggy.

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