Elliott Culp

Elliott Culp

About

Detail

Greensboro, North Carolina, United States
Contact Elliott regarding: 
work
Full-time jobs
Starting at USD115K/year
Flexible work
Starting at USD120/hour

Timeline

work
Job
school
Education

Résumé

Jobs verified_user 0% verified
  • C
    Client Services Project Director
    Cogent Analytics
    Jan 2024 - Current (2 years 4 months)
    • Manage 15+ client relationships across LifeCycle and High-Intensity stages, leading cross-functional teams and driving financial, operational, and organizational changes that drive measurable, profit-focused strategic ROI. • Lead end-to-end M&A transactions on both the sell-side and buy-side, driving valuation, deal structuring, enterprise value strategy, and risk mitigation. Serve as principal advisor across legal, financial, and institutional stakeholders to ensure execution-ready positioning and tax-efficient outcomes. • Provide high-rigor executive training, improving organizational, operational and financial leadership and management. • Recognized for merging quantitative analysis with strategic vision, enhancing decision-m
  • L
    Founder & Executive Director
    Locke and Lion
    Jan 2020 - Jan 2023 (3 years 1 month)
    • Delivered financial advisory and operational reengineering to individual and institutional clients, resulting in measurable returns and lasting performance gains. • Conducted market and data analysis to drive competitive positioning and business growth, generating actionable insights that led to revenue lift and improved market share. • Identified, developed, and implemented strategic initiatives and KPIs, improving performance, accountability, and long-term sustainability.
  • G
    Wealth Advisor, Head of Investment Advisory
    Gate City Advisors
    Jan 2014 - Jan 2019 (5 years 1 month)
    • Developed new client relationships, led front-end advisory and back-end strategy development, creating tax-efficient financial planning for high-net-worth individuals and businesses, including the use of alternative assets such as life insurance, optimizing wealth preservation and transfer. • Developed and managed advanced, risk-based investment models that drove diversified income generation and resulted in measurable portfolio gains. • Managed and advised corporate retirement plans for business clients, delivering fiduciary guidance and presenting to group education sessions for plan participants—often exceeding 100 attendees—to support informed retirement planning and long-term financial wellness.
Education verified_user 0% verified
  • Appalachian State University
    Bachelor of Science Psychology
    Appalachian State University
    Jan 2004 - Jul 2006 (2 years 7 months)
  • A
    MBA International Business and Finance
    Appalachian State University-Boone
    Jul 2012 - Jul 2013 (1 year 1 month)