Elvis R Medica is a highly qualified professional, who works in Financial Advocates main office of which is in 527. on the position of Executive Vice President, Chief Growth Officer since 2020. This person has earned professional experience in more than 11 positions at different companies. Elvis R Medica went to the University of Denver - Daniels College of Business and was studying there from 2008 to 2009. Castle Rock, Colorado is the city, where this expert was lastly known to settle. Elvis R Medica's e-mail and phone are accessed through SoftwareOfficial on demand.
Name variants:
El Medica
Last updated May 08, 2024
Contact Information
Last Update
Jul 13, 2022
Email
em**@comcast.net
Location
Castle Rock, CO
Company
Financial Advocates
Workplace
Executive Vice President, Chief Growth Officer
Work History
Executive Vice President, Chief Growth Officer
1601 Cooper Point Rd northwest, Olympia, WA 98502
from Aug 2020
National Sales Manager, Head of Advisory Sales
200 north Pacific Coast Hwy, El Segundo, CA
As the National Sales Manager and Head of Advisory Sales, Elvis is charged with growing Cetera's advisory programs and overseeing the Advisory Business Consulting group.
from Jan 2018
Business Development Officer
1655 Grant St, Concord, CA 94520
AssetMark is a leading independent provider of innovative investment and consulting solutions serving financial advisors. We provide investment, relationship and practice management solution...
Mar 1, 2015 — Jan 2018
Vp, Business Development Consultant
601 Office Center Dr SUITE 300, Fort Washington, PA 19034
Responsible for key segments of distribution of the firm’s money management platform to advisors of the firm. Evaluate advisor needs to increase adoption of Lincoln’s money management platfo...
Jun 2013 — Mar 2015
Regional Consultant
6620 west Broad Street Rd, Richmond, VA 23233
Served as a Regional Consultant to the independent financial advisors in the Rocky Mountain Territory provided investment management, practice management, and client relationship management...
Aug 2009 — Jun 2013
Svp, National Sales Manager
5299 Dtc Blvd SUITE 1200, Greenwood Village, CO 80111
Served as a Senior VP and National Sales Manager responsible distribution, management, and overall sales of the firm’s mutual funds, mutual fund allocation portfolios, separately managed ac...
Jan 2002 — Sep 2009
Army Engineer Officer
Served in many different positions to include Commander of three different Engineer units. Honorably discharged in 2005 as a Captain. After a 9 year break in service Captain Medica once agai...
Aug 1988 — Jun 2005
Army Engineer Staff Officer
Arlington, VA
Served as an Engineer liaison to the battle staff and as the lead Engineer assigned to a Civil Affairs Brigade. Responsible for the design and build of eight different PRT (Provincial Recons...
Oct 2003 — Jun 2004
Vice President Regional Sales Manager
Marketed fee based product set to advisors
1998 — 2002
Education
1990 — 1994
Occupations
Executive
Executive Vice President
Accountant
Finance and Accounting Specialist
Sales Manager
Sales Director
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Mutual Funds
Wealth Management
Series 63
Series 7
Investments
Asset Allocation
Financial Services
401K
Fixed Annuities
Asset Management
Retirement Planning
Financial Advisory
Series 6
Investment Management
Retirement
Portfolio Management
Investment Advisory
Finra
Securities
Uniform Combined State Law
Series 65
Relationship Management
Financial Planning
Separately Managed Accounts
Series 24
Etfs
Sales
Variable Annuities
Iras
Disability Insurance
Insurance
Life Insurance
Sales Operations
Long Term Care
Crm
Investment Strategies
Strategic Financial Planning
Alternative Investments
Business Development
Estate Planning