Ellie Portera is a Wealth Management. Colleagues describe her as "Elvira has proven to be a real asset to our team. She is a top performer who works very hard and is consistent in her daily routines. She possesses outstanding customer service skills and always looks out in the best interest for her clients. Elvira builds strong relationships with her clients and helps improve their financial lives. It is honor to have her as part of my team." and "During her time with Bank of America Elvira has proven herself to be dedicated and passionate. She was very thorough in her interactions with clients which allowed her to capitalize on each interaction and exceed her sales goals. Elvira has strong customer service skills and capacity for swift and accurate problem resolution. It was a pleasure to have Elvira as part of the sales team."
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Wealth ManagementFidelity Investments Feb 2021 - Jun 2021Boston, Ma, UsRetirement Planning and Advise -
Wealth ManagementBank Of America Merrill Lynch Feb 2018 - Mar 2019Charlotte, Nc, UsWealth Management Associate -
Wealth ManagementMorgan Stanley 2016 - 2017New York, Ny, UsFInancial Advisor Associate -
Private Client BankerJpmorgan Chase & Co. Jun 2015 - Jan 2016New York, Ny, Us -
Relationship ManagerBank Of America May 2012 - Jun 2015Charlotte, Nc, Us -
AnalystMinistry Of Finance Budgetary Policy Implementation Department Sep 2009 - Apr 2010- Analyzed trends in revenues and expenses;- accuracy of spreadsheets, graphs, and charts to help illustrate financial trends;- Performed revenue and expense forecasts in order to make financial decisions;- Managed and prepared annual budget database for State and Local expenditures and incomes by functional classification.
Ellie Portera Education Details
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University Of SunderlandFinance
Frequently Asked Questions about Ellie Portera
What is Ellie Portera's role at the current company?
Ellie Portera's current role is Wealth Management.
What schools did Ellie Portera attend?
Ellie Portera attended University Of Sunderland.
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