FAST TRACK ADVISORS, LLC
PORT CHARLOTTE, FLORIDA

Fast Track Advisors, LLC is a distinguished consulting firm specializing in the financial services industry. Founded by Robert J. Ellis (Bob), an esteemed Principal known for his visionary approach to balancing client value with service fees, Fast Track Advisors excels in delivering creative solutions that foster long-term mutually-beneficial relationships within financial institutions. Since its establishment on October 28, 2017, in Port Charlotte, Florida, the company has been registered as a Foreign (FORL) entity with the filed number M17000009241 under home state DE. Bob Ellis brings over two decades of leadership and pioneering expertise to his clients, which include wealth management firms, commercial banks, investment banks, and insurance companies. His innovative work spans strategic planning, operational optimization, direct response marketing, client segmentation, remote customer servicing, sales management, and business process redesign efforts. Notable contributions include the development of the original 'wealth management cube,' aiding in revenue generation and efficiency for trust companies via this methodology, as well as enhancing technology platforms for wealth management. Additionally, Ellis has facilitated strategic transitions and operational improvements, notably at Hibernia and Alliance Bank, achieving remarkable growth in trust assets and launching innovative brokerage programs. His accolades extend to presentations as an industry thought leader across various media outlets and engagements with academia as a finance professor. Based in Port Charlotte's Postal Address: 9450 Snapper Circle, FL, 33981, with the contact number (607) 345-0800, Fast Track Advisors offers strategic counsel in sales leadership, operational excellence, and marketing strategies, enhancing its clients' competitive positioning. The last annual report was on January 27, 2024, under tax registration Fei Number 161698380. With Bob Ellis at the helm as a Managing Board Representative (MBR), the company continues to lead with innovative insights in the financial services realm.