Justin Ellis Email and Phone Number
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My goal is to gain real-world business experience while learning how I can make a meaningful impact on other people’s lives. I'm passionate about learning how to help others achieve their financial goals. I get the most joy from helping others, and being able to do this for a living is truly a blessing. I have an entrepreneurial and disciplined work ethic. I strongly believe that learning never stops and knowledge is power. I am passionate about becoming a valuable asset to the people I work with and making the most of my potential. My motivation for my career comes from the willingness to help others achieve their financial goals beyond what they may think is possible. I have come to realize the importance of capital, cash flow, and savings through my education, investing, and business experience.“If you're not making someone else's life better, then you're wasting your time. Your life will become better by making other lives better.” - Will SmithI'm driven by financial freedom, and I am very interested in investing in myself, my finances, and others around me. Some of my favorite financial books are Think and Grow Rich, Rich Dad Poor Dad, The Wealthy Barber, and The Millionaire Next Door. I enjoy cars, soccer, scuba diving, snowboarding, strength training, and chess.
Charles Schwab
View- Website:
- schwab.com
- Employees:
- 20505
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Financial Consultant PartnerCharles Schwab Sep 2024 - PresentOrange, Ohio, United States
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401(K) Participant Services SpecialistCharles Schwab Jan 2021 - Sep 2024Richfield, Ohio, United States
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First LieutenantOhio National Guard Nov 2016 - PresentSpringfield, Ohio, United States- Battalion S1, 371st Special Troops Battalion, 371st and Sustainment Brigade -
Advisor InternLifetime Financial Growth Aug 2020 - Jan 2021Canton, Ohio, United States- Work alongside highly experienced and top financial advisors in the wealth management industry- Help Clients achieve their financial goals through cash flow optimization, debt management, insurance planning, and investments- Develop marketing plans for client acquisition and continuously train with industry professionals on The Living Balance Sheet -
Finance InternSymphony Financial Services, Inc. May 2019 - Aug 2020Fairlawn, Ohio, United States- Work under a Registered Investment Advisor who specializes in investment management, insurance, tax, and estate planning- Assist a CFA in creating institutional-quality investment solutions for corporate 401(k)s and advisory client accounts - Work on projects for Symphony clients consisting of owners of closely-held businesses and high-net-worth individuals - Work with Excel and eMoney daily to generate investment reports and financial plans -
Investment Operations InternValmark Financial Group Nov 2018 - Apr 2019Cleveland/Akron, Ohio Area- Assist with the new business process for investment accounts (Advisory, Brokerage, and Direct to carrier)- Learn the middle and back-office side of Investment Operations within the financial world and understand the front-end stage of the investment account process- Review all incoming physical and electronic business submissions for accuracy, consistency, and completeness -
Customer Service AssociateLowe'S Companies, Inc. Apr 2016 - Nov 2018Fairlawn, Ohio- Consistently produce 15-20k in monthly sales through various departments- Use Customer Service skills and product knowledge to help customers find and get the advice they need- Managed, inventoried, and organized aisles within multiple departments
Justin Ellis Skills
Justin Ellis Education Details
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Finance And Financial Management Services -
High School Diploma
Frequently Asked Questions about Justin Ellis
What company does Justin Ellis work for?
Justin Ellis works for Charles Schwab
What is Justin Ellis's role at the current company?
Justin Ellis's current role is Financial Consultant Partner.
What is Justin Ellis's email address?
Justin Ellis's email address is ju****@****ard.com
What is Justin Ellis's direct phone number?
Justin Ellis's direct phone number is +133034*****
What schools did Justin Ellis attend?
Justin Ellis attended The University Of Akron, Rittman High School.
What skills is Justin Ellis known for?
Justin Ellis has skills like Customer Service, Microsoft Excel, Leadership, Communication, Research, Project Management, Sales.
Who are Justin Ellis's colleagues?
Justin Ellis's colleagues are Laura Chu, Lola Bennett, Blazy Aldana, Mike Giallanza, Mary Lai, Cfp®, Jake Scanlon, Jase Keel.
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Justin Ellis
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