Topline | Mark Elliott

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Mark Elliott

Conservator, Independent Trustee, Fid... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">--Self employed</span>

Intro Book

Seasoned financial professional with 29 years of experience in investment advisory, real estate transactions, and financial accounting.

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Location

Colorado Springs, Colorado, United St...

Skills

Investment Advisory
Real Estate Transactions
Financial Accounting

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$150.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Mark Elliott has 29 years of experience in financial services, which is a significant amount of time. He has worked in various roles, including investment advisory, real estate transactions, and financial accounting. His experience as a Vice President at US Bank Trust Department and his own business operations demonstrate his expertise in managing financial accounts and coordinating distributions. Location is Colorado Springs, Colorado, which is a mid-sized city with a relatively stable economy. Financial professionals with his level of experience and expertise typically charge higher rates. Maybe around $200–$300 per hour? But considering his extensive experience and the fact that he has operated his own business, maybe higher. Some top financial professionals in this field can charge $400–$600. Let’s check averages. Financial professionals with his background might average $250–$350. So I’ll estimate around $275}

Bio

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Topline AI

Mark Elliott is a seasoned financial professional with 29 years of experience in investment advisory, real estate transactions, and financial accounting. He has operated his own business, managed trust accounts, and coordinated distributions for investors. Mark holds a Bachelor of Science degree in Business Administration from CSU Pueblo.

Experience

--Self employed
- Colorado Springs, Colorado Area
- Conservator, Independent Trustee, Fiduciary,
  - Apr 1995 - Present
  - Colorado Springs, Colorado Area
  Professional Conservator, Fiduciary Managment, Independent Trustee, Investment Mangaement, Real Estate Management, I have operated my business for 20 years working with the court system and attorneys managing the households for Wards that cannot manage their own financial affairs. I have acted as...
US Bank Trust Department
- Vice President
  - Oct 1984 - Apr 1995
  I managed hundreds of Trust Accounts while acting as the Investement Coordinator for the Trust Department. I also was the retirement plan specialist and set up numerous Keogh, 401-K plans and other qualified plans.
Integrated Resources
- Investor Relations Manger
  - Oct 1980 - Sep 1984
  Integrated Resources was the largest distributor of public and private Limited Partnerships during the late 70's and 80's. My department handled the incoming call center on several programs as well as coordinate the several million dollar distributions to the thousands of investors.

Education

1975 - 1979

CSU Pueblo

1975 - 1979

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services.”

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Mark Elliott

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100 Credits For FREE

$150.0

Hourly Rate