Abdiel Ellis serves as the Director of Business Development and leads the retirement division at ENOS Consulting Group, Inc., where he leverages over 20 years of experience in the financial services sector. His expertise is underscored by his attainment of the Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisor (CPFA) designations, signifying his advanced knowledge of fiduciary responsibility and retirement Plan oversight. Crucially, Abdiel also holds the Series 7 and 66 securities licenses.
Abdiel's career trajectory began in 2000 at CitiStreet, a joint venture that evolved into VOYA/ING. He has since built a robust track record at prominent firms, including EPIC Retirement Services Consulting, LLC. (later integrated into HUB International Northeast Limited) and PNC Bank's Institutional Asset Management division. In these roles, he has consistently focused on developing and implementing customized retirement strategies for institutional clients and Qualified Retirement Plan Sponsors. His dedication lies in enhancing retirement program effectiveness and driving positive employee retirement outcomes.
As an AIF and CPFA designee, and with his Series 7 and 66 licenses, Abdiel excels in the management of trusts, endowments, and Pension Plans. He provides guidance on best practices for investment decision-making, navigating complex fiduciary landscapes, ensuring regulatory compliance, and mitigating risks. By crafting and executing sound fiduciary processes, Abdiel empowers trustees and Plan sponsors to meet their obligations efficiently and with assurance.