Robert J Ellis’s Email & Phone

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Robert J Ellis

Consulting Principal @ Fast Track Advisors, LLC

Robert J Ellis Contact Details

Location:
Greater New York City Area
Work:
Consulting Principal @ Fast Track Advisors, LLC
Principal, Wealth Management @ Novarica, division of Novantas
Senior Vice President, Wealth Management @ Celent, division of Oliver Wyman
Education:
Bachelor, Business Administration; Accounting major; Mathematics major @ University of Michigan
About:

Financial Services Strategic Consultant. Previously, Senior Executive with over twenty years P&L leadership in retail sales and marketing of financial products and services. Industry experience includes banking, brokerage, asset management and insurance. Record of significant achievements in revenue enhancement, strategic planning, start-up programs, customer relationship management and operational optimization. Earned CPA, securities principal and insurance licenses. Assistant 

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