Elisa Colkitt is Senior Advisor at Paddock Consultancy and has served in executive and senior roles in banking, brokerage, and financial services companies for more than 30 years. Elisa is currently offering senior advisory services focused on strategic business planning and execution; complex change management; mergers, acquisitions, and system integrations; and risk, regulatory, compliance, and relationship management.
Prior to Paddock Consultancy, Elisa was Director, Institutional and Personal Retirement Operations for Bank Of America – Merrill Lynch, where she supported a $15M initiative to ensure efficiency while mitigating risk for over $1B in assets. Before joining Bank of America, Elisa was Senior Vice President, Mutual Funds Brokerage Operations for Wells Fargo Advisors, where she transformed processes and teams to drive Wells Fargo’s initiatives with industry partners and acted as business executive on cross-site regulatory initiatives for Money Market Reform, DOL Fiduciary Rule, and Swing Pricing. Prior to Wells Fargo, Elisa was Managing Director, Sub-Accounting for BNY Mellon where she directed service management and supported strategic relationships, tripling their sub-accounting business from $50M to $150M.
Early in Elisa’s career she was President of Elisa C. Colkitt Financial Services Consulting, working with large asset management and broker/dealer operations on omnibus processing and organizational re-engineering specializing in transfer agency conversions, and spent 23 years at Delaware Investments where she served as Vice President, Brokerage Operations, directing expansion of Broker Services, Broker Relations, Administration and Commissions, Sales Administration, Project Management, Communications, and Training and Development operations.
Elisa was Chair of Back Office Business Continuity Committee for the ICI, member of ICI Broker Dealer Advisory Committee, Board Member of NICSA, committee member for DTCC Advisory Board, former panelist in various mutual fund industry conferences, and was an active participant in NICSA, ICI, and SIFMA. She acted as executive sponsor for Bank of America Diversity and Inclusion and Employee Engagement.
Elisa is a former board member of The Children’s Village in Philadelphia, and former chair of RoseTree Media Relay for Life American Cancer Society.
Elisa earned a B.A. degree in Mass Communications from Bloomsburg University, currently holds Series 99, and formerly held Series 6 and 26 Principals Licenses.