Bob Ellis

Bob Ellis


Operations Manager with extensive experience and a proven record of success in delivering exceptional business leadership (MBA), sales support, relationship management and customer service in the financial services industry. CORE COMPETENCIES Relationship and Account Management Consistent ability to identify and build relationships with key contacts, manage existing accounts and build new accounts through personal investment knowledge Exceptional customer service and sales support skills that resolve critical issues and provide solutions to sales associates and clients Provided territory leadership and developed strategic plans to leverage resources Operations Management Team-Builder and mentor, with coaching and leadership skills that increase knowledge and confidence to develop individual growth that creates improved results Focused on efficiency and productivity to use people and resources to accomplish goals Business Development Insightful perspective on maximizing opportunities and increasing profitability Analyze opportunities and detailed data to negotiate mutually-beneficial agreements Developed plans for $1 million clients to target appropriate investments products Project Management Broad background in overseeing major projects from conception to completion in diverse environments, with clear performance metrics and successful execution Subject Matter Expertise Intuitive researcher, with deep knowledge and a passion for acquiring, understanding and applying new information about financial products and environments

Work experience

Work experience
Feb 2005 - Jun 2009

Area Sales Representative for American Funds Distributors

Capital Group
May 2000 - Feb 2005

Internal Wholesaler

Pacific Life
Jul 1997 - May 2000

Financial Adviser

Edward Jones
Jun 1971 - Sep 1996





University of Washington
1988 - 1990


University of California, Los Angeles
1986 - 1988


Naval Postgraduate School