Ian Ellis
Managing Director @Wealth Management Strategies
Orange County, CA, US
EMAILS
i•••@wmswealth.com
MOBILE NUMBERS
+13•••••••97
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WORK HISTORY
Dec 2010 — Present
Managing Director @Wealth Management Strategies
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Wealth Management Strategies is a full-service wealth management firm, providing our clients with end-to-end service in business and estate planning, investments, insurance strategies, and personal planning. As Managing Director, I not only have the pleasure of serving my clients but also serving an amazing team of advisors by manaing the firms marketing, technology, and business development.
SKILLS
EntitlementsStrategyReal EstateValuationStrategic Financial PlanningPrivate EquityMergersDue DiligenceBusiness PlanningVenture CapitalMergers & AcquisitionsReal Estate DevelopmentCompetitive AnalysisInvestmentsFinancial ModelingFinanceBusiness DevelopmentEntrepreneurshipFinancial AnalysisLeadership
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