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John Ellis

Investor

Retirement Plan Analyst at Clearwater Capital Partners

Stockholm County, Sweden

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About

Retirement plan analyst; holds the QKA designation.

Experience

  1. Clearwater Capital PartnersRetirement Plan Analystcurrent2025 — presentHoffman Estates, Illinois, United States
  2. First American BankRetirement Plan Consultant2019 — 2025Elk Grove Village, IL
  3. First American BankEmployee Benefit Recordkeeping/Administration Manager2008 — 2019
  4. First American BankSenior Plan Administrator2003 — 2007
  5. The Weiss Group, Inc.Daily Valuation Specialist2001 — 2003Des Plaines, IL
  6. Lincoln Financial GroupSenior 401K Benefit Analyst1999 — 2001Arlington Heights, IL

Skills & more

LeadershipPerformance ManagementBankingRisk ManagementRelationship ManagementTeam BuildingSalesFinanceEmployee Benefits401kRetirement PlanningRetirement

From John's professional profile.

Colleagues at Clearwater Capital Partners

Adam B. Blitz
Executive Officer at Clearwater Capital Partners
Adam Eggebrecht
Executive Officer at Clearwater Capital Partners
Andrea L. Patterson
Operations Specialist at Clearwater Capital Partners
Andrew Holland
Executive Officer at Clearwater Capital Partners
Bradley Dobson
Executive Officer at Clearwater Capital Partners
Brian Lease
Executive Officer at Clearwater Capital Partners
Carter R. King
Retirement Plan Consultant at Clearwater Capital Partners
Conor A. Durkin
Financial Planner at Clearwater Capital Partners

Frequently asked questions

Who is John Ellis?
Retirement plan analyst; holds the QKA designation.
Where does John Ellis work?
John Ellis is Retirement Plan Analyst at Clearwater Capital Partners.
Where did John Ellis go to school?
John Ellis studied at Western Illinois University (Bachelor's Degree, Finance).

Same school

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