Ellen Bilski

About Ellen Bilski

Based in Tacoma, Washington, I am a Vice President for Lincoln Financials\' Retirement Plan Distribution team serving the PNW region to help build effective Institutional Retirement Benefits for Corporate, Government, Tribal, Native, and Non-profit organizations. Previously I spent 17+ years at Russell Investments where I most recently served as a Senior Director, Institutional Sales where I was responsible for the management and support of the senior sales team that oversaw and supported all Regional Directors clients and prospects across the United States. I provided the coverage of Russell Investments best thinking across consulting, implementation services and OCIO services. I assumed this role in 2022. Prior roles held on the Institutional Sales team include: Regional Director in the Northeast and Midwest of the United States responsible for ongoing management of key prospect and client accounts with a focus on OCIO services, management of the internal sales team, and an investment analyst role with a dedicated focus to non-profit and healthcare systems. I earned my BA in Finance from the University of Washington and am FINRA licensed (Series 7 & 63).In my spare time I enjoy CrossFit, being on the water anywhere in the sun, spending time with friends, family & gym community.

Experience

1. Vice President - Institutional Retirement Distribution

   Lincoln Financial

   Feb 2026 — Present

   Registered representative of Lincoln Financial Distributors, Inc.(LFD), a wholesale broker-dealer and FINRA member firm. I do not provide securities recommendations, investment advisory services or tax/legal advice. Insurance products offered through LFD affiliates. Lincoln Financial is the marketing name for Lincoln National Corporation and its affiliates. LCN-67••••••••24

Education

• University of Washington Tacoma

  Bachelor of Arts (BA), Business Finance

  2008 — 2011

Skills

• Investment Management
• Bloomberg
• Finance
• Endowments
• Financial Analysis
• Asset Management
• Financial Audits
• Financial Statements
• Asset Allocation
• Mutual Funds
• Performance Analysis
• Account Management
• Foundations
• Financial Modeling
• Financial Reporting
• Investments
• Portfolio Management
• Alternative Investments