This BrandYourself profile is automatically optimized to show up high in Google 
Robert J. Ellis
Robert J. Ellis - Thought Leadership for the Financial Services Industry
� Robert J. Ellis is an experienced trust professional and wealth management consultant. He is a Principal with Fast Track Advisors LLC focusing on wealth management providers? client segmentation, product, and delivery channel strategies, with subsequent implications for wealth management technologies, including platforms, planning and distribution systems. � Bob has over 25 years experience in financial services. Previously, he directed the wealth management practices at Celent and Novarica, both research and consulting firms. Bob has held senior executive positions managing trust, brokerage, financial planning, asset management, non-branch delivery channels, and insurance business units. � Bob is the author of a variety of industry studies on trust companies, client segmentation, managed accounts, UMAs and TAMPs, online brokerage, social networking, financial planning, compliance systems and variable annuities. � Bob has been widely quoted in publications including Dow Jones? The Wall Street Journal, Barron?s, and by news services like the Dow Jones Wire, Reuters, National Public Radio and Associated Press. He has also appeared in dozens of industry publications such as Registered Rep. � Bob earned an MBA from the Harvard Business School and a BBA from the University of Michigan, as well as gaining licenses as a CPA, securities principal, and life/health/accident insurance agent in NY. �
Social Networks