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Josh Elliott Email & Phone Number

US PCG Client Operations Associate at Fisher Investments
Location: Dallas-Fort Worth Metroplex, United States 7 work roles 3 schools
1 work email found @nextstep-recruiting.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@nextstep-recruiting.com
LinkedIn Profile matched
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Current company
Role
US PCG Client Operations Associate
Location
Dallas-Fort Worth Metroplex, United States

Who is Josh Elliott? Overview

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Quick answer

Josh Elliott is listed as US PCG Client Operations Associate at Fisher Investments, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at nextstep-recruiting.com and a matched LinkedIn profile for Josh Elliott.

Josh Elliott previously worked as General Manager at Celebration Escape Rooms and Sr. Staffing Manager - Professional Services at Nextstep Recruiting. Josh Elliott holds Master Of Science - Ms, Finance, 4.00 Gpa from East Texas A&M University.

Company email context

Email format at Fisher Investments

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{first_initial}{last}@nextstep-recruiting.com
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Profile bio

About Josh Elliott

As a dedicated and results-driven professional with a strong foundation in professional services, finance, and information technology, I bring a unique blend of analytical and technical expertise to the table. Currently pursuing my Master of Science in Finance at A&M Commerce, I maintain a 4.0 GPA while deepening my understanding of financial markets, investment strategies, and contemporary management practices.My experience spans various industries, from managing teams and financial operations in a general management role to driving successful recruitment efforts and ensuring client retention in high-volume environments. I have a proven track record of leading a capital budgeting project, managing payroll processes, and managing complex accounts with precision and accuracy. My ability to reconcile financial data, manage accounts payable/receivable, and ensure compliance with state and federal regulations has been instrumental in my career.In previous roles, I excelled as a Senior Staffing Consultant, generating significant profits, closing numerous offers, and delivering exceptional client relations. My technical skills in tools like MS Office, QuickBooks, and Salesforce complement my strong business acumen, allowing me to streamline operations and achieve business goals effectively.I am passionate about leveraging my skills in finance and technology to drive strategic growth and deliver exceptional value to organizations. As I continue my studies and career, I am eager to take on new challenges and contribute to innovative financial solutions.__________________________________________________________________________________________________________Celebration Escape Rooms is the ultimate team challenge. Our four rooms are designed with fun and creative themes for all ages! Work together to solve clues and unlock one mystery after another. This is one experience you and your team will be talking about for days!Whether you’re a group of friends looking for a fun time, or a company looking to organize a team building exercise for your employees, Celebration Escape Rooms is the place to go!For more details on our party and event options please email info@celebrationescaperooms.com

Listed skills include Leadership, Planning, Salesforce.Com, Google Suite, and 21 others.

Current workplace

Josh Elliott's current company

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Fisher Investments
Fisher Investments
US PCG Client Operations Associate
Texas, United States
AeroLeads page
7 roles

Josh Elliott work experience

A career timeline built from the work history available for this profile.

General Manager

Current

Highland Village, Texas, United States

Celebration Escape Rooms is the ultimate team challenge. Our four rooms are designed with fun and creative themes for all ages! Work together to solve clues and unlock one mystery after another. This is one experience you and your team will be talking about for days!Whether you’re a group of friends looking for a fun time, or a company looking to organize a team building exercise for your employees, Celebration Escape Rooms is the place to go!For more details on our party and event options please email at info@celebrationescaperooms.comRole duties• Manage timecards and payroll for 3+ employees ensuring timely payments. Lead a team of 3+.• File quarterly form 941’s and monthly sales tax ensuring compliance with state and federal regulations.• Reconcile monthly credit card and bank accounts in QuickBooks.• Manage accounts payable and receivables. Manage expense reports for 3+ individuals.• Spearheaded capital budgeting project using DCF, IRR, PI, and PB period models to evaluate risk and return. Project was accepted.

Nov 2023 - Present

Sr. Staffing Manager - Professional Services

NextStep Recruiting is a professional staffing firm with 100 years of combined staffing service experience in Accounting and Finance, Tax, Audit/Risk, Mortgage, Human Resources, Administrative, Customer Service, Supply Chain, and Healthcare Business Office. With local offices in Dallas and Ft. Worth, our focus is on the long-term, and earning your trust to build partnerships that stand the test of time! Let me be your dedicated resource for direct hire, contract / consulting, and contract-to-hire searches.Role duties• Closed 30+ offers generating 380k+ profit for 2022. Secured 33+ client interviews. • Maintained 19+ contractors at 10.85/hr average GM. Closed 11 permanent offers totaling 189k+ in 2022.• Conducted 15+ screenings weekly. Made 3+ quality control calls per placement for day 1, week, 1, and month 1. • Managed 50+ requisitions with a team of 5+ recruiters.• High volume recruiting for 90+ contractor projects. Contract, contract to hire, and direct hire placements.• Second fastest individual to achieve Senior title by reaching 5k in weekly gross margin for 3 consecutive weeks.• Presented LinkedIn Recruiting training companywide on creating and managing various recruiting projects.

Sep 2021 - Nov 2023

Client Retention Specialist

United States

Role duties• Completed 45+ resolution calls daily contributing to client retention.• Managed 300+ cases weekly within Salesforce completing action items such as reinstating or canceling policies utilizing DocuSign.• Navigated 50+ carrier websites researching declarations, underwriting, and other documentation.• Investigated causes of insurance cancelations including underwriting issues, lack of payment, or incorrect mortgage information.• Coordinated with mortgage and title companies to confirm receipt of insurance payments.

Dec 2020 - May 2021

Customer Service Associate

Grapevine, Texas, United States

• Operate the cashier computer system and check out customers• Communicate with the public• Regularly manage customer service desk• Work in a fast-paced team environment• Assist team members in multiple departments• Stock aisles and maintain a clean work area

Aug 2018 - Dec 2020

Head Instructor

Prosper, Texas

• Led, assisted, and developed classes for individuals 5 and up• Instructed classes for children and adults consisting of 15+ individuals• Designed curriculum and courses for national competitions• On-boarded junior instructors• Communicated with parents on students’ progress• Managed teams at local, state, and national tournaments• Taught private lessons • Developed student plans

Jun 2014 - May 2016
3 education records

Josh Elliott education

Bachelor Of Science - Business Administration, Information Technology Management, Pass/Fail Structure. Passed All Courses

Business Degree with a focus in IT Manangement

Associate Of Arts - Aa, Business Administration And Management, General, 3.60 Gpa

FAQ

Frequently asked questions about Josh Elliott

Quick answers generated from the profile data available on this page.

What company does Josh Elliott work for?

Josh Elliott works for Fisher Investments.

What is Josh Elliott's role at Fisher Investments?

Josh Elliott is listed as US PCG Client Operations Associate at Fisher Investments.

What is Josh Elliott's email address?

AeroLeads has found 1 work email signal at @nextstep-recruiting.com for Josh Elliott at Fisher Investments.

Where is Josh Elliott based?

Josh Elliott is based in Dallas-Fort Worth Metroplex, United States while working with Fisher Investments.

What companies has Josh Elliott worked for?

Josh Elliott has worked for Fisher Investments, Celebration Escape Rooms, Nextstep Recruiting, Goosehead Insurance Agency, and Academy Sports + Outdoors.

How can I contact Josh Elliott?

You can use AeroLeads to view verified contact signals for Josh Elliott at Fisher Investments, including work email, phone, and LinkedIn data when available.

What schools did Josh Elliott attend?

Josh Elliott holds Master Of Science - Ms, Finance, 4.00 Gpa from East Texas A&M University.

What skills is Josh Elliott known for?

Josh Elliott is listed with skills including Leadership, Planning, Salesforce.Com, Google Suite, Microsoft Powerpoint, Customer Satisfaction, Communication, and Online Communications.

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