Michael Ellis Email and Phone Number
Michael Ellis work email
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Michael Ellis personal email
Helping individuals and small businesses take advantage of financial opportunities and avoid obstacles both today and in the future. I focus on educating my clients with providing them with options so they can make informed decisions.
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Investment Adviser RepresentativeWestpoint Wealth Management, Llc Oct 2019 - Present
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Financial Services ProfessionalWestpoint Wealth Management, Llc Jun 2019 - PresentCleveland/Akron, Ohio Area
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Senior Operations SpecialistKeybanc Capital Markets 2004 - 2008Cleveland/Akron, Ohio AreaResponsible for daily balancing of all mortgage positions, and allocating mortgage pool information to satisfy trades. Created detailed spreadsheet to monitor principal payments received each month for all mortgage positions held. Assisted in conversion to new operating system for all back office functions and new operating system for exchanging mortgage pool information. Worked with Credit Department to set up and maintain proper credit levels for various customers and brokers -
Mortgage TraderKeybanc Capital Markets 1999 - 2004Part of trading desk that managed $300 million trading book. Worked on a daily basis with sales force and broker/dealers to fill orders for clients. Used various electronic trading platforms including broker screens and TradeWeb. Maintained relationship with over 20 different broker/dealers to facilitate inventory trades. Updated and distributed inventory list to sales force daily with pricing and spread information.
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Operations Associate - Federal Funds Trading DeskMellon Bank 1995 - 1998Greater Pittsburgh AreaMonitored flow of funds into and out of the bank each day to maintain Federal Reserve funding requirements. Tracked large wires in anticipation of daily funding surpluses or deficiencies. Communicated with various departments within the bank to ensure their funding needs were met
Michael Ellis Skills
Michael Ellis Education Details
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Economics
Frequently Asked Questions about Michael Ellis
What company does Michael Ellis work for?
Michael Ellis works for Westpoint Wealth Management, Llc
What is Michael Ellis's role at the current company?
Michael Ellis's current role is Financial Advisor at WestPoint Wealth Management, LLC.
What is Michael Ellis's email address?
Michael Ellis's email address is mi****@****ail.com
What schools did Michael Ellis attend?
Michael Ellis attended University Of Pittsburgh.
What skills is Michael Ellis known for?
Michael Ellis has skills like Fixed Income, Securities, Series 7, Bonds, Capital Markets, Finra.
Not the Michael Ellis you were looking for?
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Michael Ellis
United States5jci.com, jci.com, forgerock.com, comcast.net, newportasiallc.com5 +141552XXXXX
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Michael Ellis
Sarasota, Fl4msn.com, flywire.com, flywire.com, flywire.com3 +161732XXXXX
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2microsoft.com, microsoft.com -
Michael Ellis
Boston, Ma3gmail.com, opensystemstech.com, hollisterstaff.com5 +161765XXXXX
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Michael Ellis
Boston, Ma4gmail.com, merck.com, bms.com, merck.com3 +190874XXXXX
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