Elissa Washburn
Vice President - Axos Advisor Services
- Role
- Vice President Client Services at Axos Advisor Services
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Elissa Washburn
Experienced Investment Services and Retirement Plan professional combining operations expertise, strong relationship management experience and effective sales partnering. Proven servant leader with a passion for people development and a definitive track record of recruiting and retaining top talent. Highly successful business partner whose primary focus is building and maintaining relationships across functional, reporting and site lines. Create positive results by leveraging an open door environment where associates can be productive, develop their skills, and deliver on client service commitments. Thoughtful professional who is dedicated to staff development while leading business to achieve outcomes that exceed expectations. Quick learner who is equally committed personal growth.
Experience
Vice President Client Services
Sep 2023 — Present · Centennial, CO, US
Education
Tampa Preparatory School
High School
1983 — 1987
Tulane University
Bachelor of Science, Management
1987 — 1991
Skills
- Series 63
- Securities
- Leadership Development
- Relationship Management
- Team Leadership
- Defined Contribution
- Leadership
- Investment Strategies
- Series 6
- Series 24
- Contact Center Management
- Iras
- Retirement Planning
- Finra
- Asset Allocation
- Mutual Funds
- Investment Management
- Contact Center Operations
- Coaching
- Servant Leadership
- 401k
- Series 7
- Financial Services
- Retirement Savings
- Strategy
- Erisa
- Investments
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