Ellie Portera

Ellie Portera Email and Phone Number

Wealth Management
Ellie Portera's Location
Grosse Pointe, Michigan, United States, United States
About Ellie Portera

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."

Ellie Portera's Current Company Details

Wealth Management
Ellie Portera Work Experience Details
  • Fidelity Investments
    Wealth Management
    Fidelity Investments Feb 2021 - Jun 2021
    Boston, Ma, Us
    Retirement Planning and Advise
  • Bank Of America Merrill Lynch
    Wealth Management
    Bank Of America Merrill Lynch Feb 2018 - Mar 2019
    Charlotte, Nc, Us
    Wealth Management Associate
  • Morgan Stanley
    Wealth Management
    Morgan Stanley 2016 - 2017
    New York, Ny, Us
    FInancial Advisor Associate
  • Jpmorgan Chase & Co.
    Private Client Banker
    Jpmorgan Chase & Co. Jun 2015 - Jan 2016
    New York, Ny, Us
  • Bank Of America
    Relationship Manager
    Bank Of America May 2012 - Jun 2015
    Charlotte, Nc, Us
  • Ministry Of Finance Budgetary Policy Implementation Department
    Analyst
    Ministry 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

  • University Of Sunderland
    University Of Sunderland
    Finance

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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.