Tom Ellison Email and Phone Number
new york, new york, united states
Tom Ellison's Location
Columbus, Ohio Metropolitan Area, United States
Tom Ellison's Contact Details
Tom Ellison work email
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Tom Ellison personal email
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About Tom Ellison
Energetic and analytical financial management professional with comprehensive wealth management experience including a global private bank and a fee-only RIA. Astute communicator adept at making complex ideas understandable.
Tom Ellison's Current Company Details
Jpmorgan Chase & Co.
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Practice Management Consultant
new york, new york, united states
- Website:
- jpmorganchase.com
- Employees:
- 286575
Tom Ellison Work Experience Details
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Practice Management Consultant - Vice PresidentJpmorgan Chase & Co. Mar 2023 - PresentColumbus, Ohio Metropolitan AreaSubject matter expert and coach supporting Ohio advisors on the foundations of Practice Management, Business Management, Business Development, Goals-Based Planning, Investment Acumen, Relationship Management, & Client Service. Primary focus on enhancing advisor productivity. Role formerly known as "Wealth Management Specialist".
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Regional Field Implementation Manager - Vice PresidentJpmorgan Chase & Co. Mar 2022 - Mar 2023Columbus, Ohio Metropolitan AreaChange management leader supporting the front office through transformational technology changes. Led adoption of new tools and resources through a practice management lens. Aligned with the Ohio region.“Leading Change Management through the education of new technology and processes.”
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Product Manager - Advisor Engagement (Retirement & Planning)Jpmorgan Chase & Co. Apr 2021 - Mar 2022Columbus, Ohio Metropolitan AreaProduct Manager on the Retirement and Planning team within the Digital and Client Solutions group.Focused on Advisor Engagement across all J.P. Morgan Wealth Management groups (Private Bank, J.P. Morgan Advisors, and Chase Wealth Management).
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Investment & Financial Planning Advisor, Portfolio Manager, Blog Writer & Social Media CoordinatorPds Planning, Inc. Aug 2016 - Sep 2020Columbus, Ohio Area8th largest Fee-only (fiduciary) RIA in Central Ohio. Joined the team in a hybrid advisor/portfolio manager role during founding partner retirement transition to assist in the ongoing development of the investments practice to increase operational efficiency, enhance client service, and expand online presence via blog and social media.• Served as Portfolio Manager, oversaw 2,500+ accounts, 500+ clients, and $682 million. Responsible for day-to-day trading activities, investment product research and selection, ongoing due diligence, asset allocation, and tax loss harvesting.• Advisor for Asset Management (AM) clients who primarily engaged the firm for Investment Management services by providing financial planning and investment service to improve client retention and asset/revenue growth.• Partnered with Financial Planning (FP) advisor teams to provide client service including investment performance reviews, financial market updates, portfolio analysis, recommendations and implementation, and responding to client requests.• Significantly enhanced online presence by writing blog posts, both technical/financial and creative/personal interest.• Coordinated and implemented social media strategy to boost online authority and increase client acquisition.• Identified operational improvement opportunities and designed and implemented workflows resulting in improved efficiency in numerous systems and processes. Led to decreases in errors and turnaround times and increased client satisfaction.• Responsible for management, review, accuracy, and delivery of investment performance reports.• Lead contact for external investment wholesalers to develop and maintain ongoing relationships.• Mentored and trained trading and operations employees, administrative staff, Investment Analyst, and Interns.• Primarily used the following systems: Orion, eMoney, Schwab, WordPress (blog), Morningstar Direct, Junxure (CRM), Riskalyze -
Vice President - Financial AdvisorJ.P. Morgan Private Bank Feb 2012 - Jun 2016Columbus, Ohio Area• Provided comprehensive wealth management to affluent/high net worth individuals, business owners, corporate executives, retirees, non-profit endowments and foundations, and fiduciary/trust clients.• Developed and managed a book of business consisting of 200+ clients/households (predominantly in Ohio and West Virginia) with $300+ million of total client positions generating $2.5 million in revenue.• Implemented personalized and comprehensive deposit, investment (discretionary/managed and brokerage), and credit/lending solutions to align with client needs, objectives, and suitability requirements.• Collaborated with clients to identify financial goals and develop goals-based financial plans including retirement income planning, college tuition planning, cash flow management, and estate planning.• Mentored junior staff (Assistants, Analyst) to promote their career development and ensure superior client service.• Conducted comprehensive client relationship reviews to reevaluate client objectives, profile for additional opportunities, discuss financial markets including economic and market outlook, and review portfolio positioning and performance.• Originated new business opportunities via existing relationship referrals, prospecting, networking, internal bank partners, and external influencer Centers of Influence (COIs). -
Investment AssociateJ.P. Morgan Private Bank Apr 2009 - Feb 2012Columbus, Ohio Area• Junior Advisor on team of six Investment Advisors managing over $1.8 billion in Assets Under Management (AUM).• Provided investment support and training for and conducted joint client/prospect meetings with 30 Investment Advisors, Private Bankers, Capital Advisors (Lending Specialists), and Fiduciary Officers across Ohio and West Virginia.• Created, implemented, and managed customized investment portfolios utilizing equity, fixed income, cash management, foreign currency, and alternative investments including hedge funds, private equity, commodities, and real estate.• Achieved 63% increase in annual brokerage revenues as team lead for presenting opportunistic/tactical brokerage trading solutions to clients and prospects.• Mentored and trained 15 analysts and summer interns.• Appointed front office “Risk Expert” for Ohio and West Virginia markets responsible for managing compliance with investment suitability, investment mandates, account reviews, documentation, and other regulatory requirements.• Participated in daily market update calls and provided implementation ideas to advisors, clients, and prospects.
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Investor And Solutions Associates Training ProgramJ.P. Morgan Private Bank Jan 2010 - Feb 2010New York City, Ny• Selected by management to be regional representative for an intensive 3-week training program consisting of a select group of 41 high-potential Private Bank employees globally.• Participated in training seminars, lectures, and role plays administered by executives and outside consultants covering topics including executive communication, negotiation, and in-depth market, economic, and product discussions. • Conducted individual and group presentations for Private Bank executives on topics including time management, leading effective meetings, and a comparative global economic and markets analysis of the 1970s vs. the 2009 financial crisis.
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Senior Portfolio AnalystJ.P. Morgan Private Bank Jul 2007 - Apr 2009Chicago, Il• Recognized as an emerging leader within the Chicago Office and selected to be one of three Senior team members responsible for developing and mentoring 13 junior analysts in the inaugural Investment Analyst training program.• Provided analytical support for 32 advisors enabling them to provide portfolio/asset allocation change recommendations and deliver effective presentations to prospects and existing clients.• Built and maintained complex, interactive quantitative models utilizing advanced Microsoft Excel skills to analyze investment portfolios based upon client risk tolerance, time horizon, and goals/objectives using financial modeling, valuation methods, wealth projections (Monte Carlo simulations), risk optimization, and portfolio construction theories.• Featured speaker on national analyst calls providing training on best practices and professional development.• Prepared responses to Request for Proposals (RFP) for nonprofit 501(c)(3) foundations, endowments, and charities.
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Investment AssistantJ.P. Morgan Private Bank Apr 2005 - Jun 2007Chicago, Il• Assisted team of seven Investment Advisors by providing sales and administrative support, brokerage trading, portfolio management, and asset allocation for over 2000 accounts with over $1.65 billion in Assets Under Management (AUM).• Client focus on business owners in the Chicago metropolitan area.• Coordinated training seminars, client and prospect meetings, and networking events with internal bank partners and external service providers including Centers of Influence (COIs) (i.e. accountants, attorneys), wholesalers, etc.• Effectively partnered with Private Banking, Personal Trust, Financial Planning, and Middle Market/Commercial Banking to provide holistic/comprehensive advice, wealth management planning, and maximize cross-selling opportunities.
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Sales Management Training ProgramChase Feb 2002 - Apr 2005Greater Chicago Area• Established and developed a book of business for a new-build banking center utilizing creative marketing strategies to deliver a full range of financial products and services to consumer and small business clients.• Promoted from Personal Banker to Assistant Branch Manager/Senior Personal Banker to provide sales, service, and operations management leading to a 38% increase in checking account openings and 280% increase in investment sales.• Designed and executed a successful relationship banking marketing plan including prospect outreach, community engagement, and client events.• Recognized as “Superstar” for exceeding sales goals across all product areas by achieving revenue, customer acquisition, and retention goals through relationship building, outstanding service delivery, cross-selling, and referral development.
Tom Ellison Skills
Mysql
Java
C#
Object Oriented Programming
Microsoft Office
Unity3d
Visual Studio
Sql
Python
Wealth Management
Asset Management
Investments
Private Banking
Series 7
Series 66
Portfolio Management
Financial Analysis
Mutual Funds
Equities
Fixed Income
Alternative Investments
Investment Management
Retirement Planning
Investment Advisory
Strategic Financial Planning
Investment Strategies
Financial Services
Asset Allocation
Market Research And Analysis
Integrity
Relationship Building
Client Acquisition And Retention
Business Development
Strategic Business Planning
Risk Assessment And Management
Team Building
Mentoring
Staff Development
Etfs
Tom Ellison Education Details
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Finance, Accounting, Economics, Managerial And Organizational Behavior -
Marketing (Major), Economics (Minor), International Business (Minor) -
Westerville North High School
Frequently Asked Questions about Tom Ellison
What company does Tom Ellison work for?
Tom Ellison works for Jpmorgan Chase & Co.
What is Tom Ellison's role at the current company?
Tom Ellison's current role is Practice Management Consultant.
What is Tom Ellison's email address?
Tom Ellison's email address is to****@****ase.com
What schools did Tom Ellison attend?
Tom Ellison attended The University Of Chicago Booth School Of Business, Ashland University, Westerville North High School.
What are some of Tom Ellison's interests?
Tom Ellison has interest in Children, Education.
What skills is Tom Ellison known for?
Tom Ellison has skills like Mysql, Java, C#, Object Oriented Programming, Microsoft Office, Unity3d, Visual Studio, Sql, Python, Wealth Management, Asset Management, Investments.
Who are Tom Ellison's colleagues?
Tom Ellison's colleagues are Talisha Tanna, Jutta Schippmann, Ricardo Leon, Jamie Rose Casanova, Cynthia Alexander, Ctp Aap, Veronica T Wright, Ali Saghafi.
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Tom Ellison
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