Roger Ellestad, Cpa
About Roger Ellestad, Cpa
Roger Ellestad is a Senior Trust Officer at Russell Investments, where he has worked since 2015. He holds a BA in Accounting, Business Administration, and Public Administration from the University of Puget Sound and previously served as a Certified Public Accountant at Russell Investments for 26 years.
Current Role at Russell Investments
Roger Ellestad serves as a Senior Trust Officer at Russell Investments, a position he has held since 2015. In this role, he is responsible for managing trust accounts and providing fiduciary services to clients. His expertise in trust management contributes to the firm's commitment to delivering comprehensive investment solutions. He operates from Seattle, Washington, where he applies his extensive knowledge in finance and accounting to support client needs.
Previous Experience at Russell Investments
Prior to his current role, Roger Ellestad worked at Russell Investments as a Certified Public Accountant from 1989 to 2015. Over his 26-year tenure, he gained significant experience in financial reporting, compliance, and tax planning. His long-standing association with the firm has equipped him with a deep understanding of the investment landscape and the intricacies of trust and estate management.
Education and Academic Background
Roger Ellestad studied at the University of Puget Sound, where he pursued a Bachelor of Arts degree with a focus on Accounting, Business Administration, and Public Administration. He completed his studies from 1985 to 1988, laying a strong foundation for his career in finance and accounting. This educational background has been instrumental in his professional development and success in the financial services industry.
Professional Credentials
Roger Ellestad is a Certified Public Accountant (CPA), a credential that signifies his expertise in accounting and finance. This designation reflects his commitment to maintaining high professional standards and his proficiency in various aspects of financial management. His CPA status enhances his credibility and effectiveness in his current role as a Senior Trust Officer.