As a Client Services Representative, Ellen assists with administrative support and client service. Her responsibilities include preparing paperwork, client transactions, maintaining digital documents, and managing social media and client events. She brings the fresh perspective of the millennial generation to the workplace.
Ellen joined The Investors Center, Inc., full-time in 2012, after having worked part-time throughout high school. She has intern experience in mutual fund compliance.
Ellen is a Financial Paraplanner Qualified Professional (FPQP™) and earned her degree from Le Cordon Bleu College of Culinary Arts.