Investment Adviser Representative
Current
Oct 2019 - Present
AeroLeads people directory · profile
Michael Ellis Email & Phone Number
Investment Adviser Representative
at
WestPoint Wealth Management, LLC
1 work email found
@ymail.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Adviser Representative
Location
Cleveland, Ohio, United States
Who is Michael Ellis? Overview
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Quick answer
Michael Ellis is listed as Investment Adviser Representative at WestPoint Wealth Management, LLC, based in Cleveland, Ohio, United States. AeroLeads shows a work email signal at ymail.com and a matched LinkedIn profile for Michael Ellis.
Michael Ellis previously worked as Financial Services Professional at Westpoint Wealth Management, Llc and Senior Operations Specialist at Keybanc Capital Markets. Michael Ellis holds Economics from University Of Pittsburgh.
Company email context
Email format at WestPoint Wealth Management, LLC
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{first}.{last}@ymail.com
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AeroLeads found 1 current-domain work email signal for Michael Ellis. Compare company email patterns before reaching out.
Profile bio
About Michael Ellis
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.
Listed skills include Fixed Income, Securities, Series 7, Bonds, and 2 others.
Current workplace
Michael Ellis's current company
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5 roles · 32 years
Michael Ellis work experience
A career timeline built from the work history available for this profile.
Financial Services Professional
Senior Operations Specialist
Responsible 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
2004 - 2008
~4 yrs
Mortgage Trader
Part 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.
1999 - 2004
~5 yrs
Operations Associate - Federal Funds Trading Desk
Mellon Bank
Monitored 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
1995 - 1998
~3 yrs
1 education record
Michael Ellis education
FAQ
Frequently asked questions about Michael Ellis
Quick answers generated from the profile data available on this page.
What company does Michael Ellis work for?
Michael Ellis works for WestPoint Wealth Management, LLC.
What is Michael Ellis's role at WestPoint Wealth Management, LLC?
Michael Ellis is listed as Investment Adviser Representative at WestPoint Wealth Management, LLC.
What is Michael Ellis's email address?
AeroLeads has found 1 work email signal at @ymail.com for Michael Ellis at WestPoint Wealth Management, LLC.
Where is Michael Ellis based?
Michael Ellis is based in Cleveland, Ohio, United States while working with WestPoint Wealth Management, LLC.
What companies has Michael Ellis worked for?
Michael Ellis has worked for Westpoint Wealth Management, Llc, Keybanc Capital Markets, and Mellon Bank.
How can I contact Michael Ellis?
You can use AeroLeads to view verified contact signals for Michael Ellis at WestPoint Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Michael Ellis attend?
Michael Ellis holds Economics from University Of Pittsburgh.
What skills is Michael Ellis known for?
Michael Ellis is listed with skills including Fixed Income, Securities, Series 7, Bonds, Capital Markets, and Finra.
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