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Seth Ellis, CPA |
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Seth Ellis is a partner of Monarch Advisory Services U.S., providing a comprehensive range of financial advisory and wealth management services and specialized consultation for clients who have experienced unforeseen wealth events, including plaintiff settlement services. Seth is Medicare Set-Aside Consultant Certified (MSCC) through the International Commission on Health Care and holder of his Series 65 and Life, Health, and Variable Annuities licenses.
Professional Experience:
- Partner of Florida Mezzanine Fund, with over 20 years experience as a CPA, investor, and serial entrepreneur.
- Former Chief Executive Officer of Digital Infrared Imaging, Inc. Secured venture capital and managed expansion from 7 to 50+ employees. Led company's merger with ICX Technologies, Inc., a developer of advanced technology solutions for homeland and military security.
- Co-founded and engineered the public sale of Florida Regional Emergency Services, the largest hospital-based ambulance management company in the United States. Grew services throughout Georgia, Texas, and Colorado.
- Former Chief Financial Officer of Waterman Healthcare Systems. Managed the financial turnaround of Waterman and facilitated its merger with Seventh Day Adventist Healthcare Systems.
- Senior manager and auditor with Ernst and Young and KPMG for 10 years. Specialized in healthcare, technology, and service sectors.
- Board Member: University of Florida Warrington School of Business Center of Entrepreneurship and Innovation.
- Board Member: Lake and Sumter County Hospice and Cornerstone Hospice.
Professional Licenses and Designations:
- CPA
- Series 65
- Life and Health Insurance License
- Medicare Set Aside Allocations Certification
Education:
- BSAC (Accounting) - University of Florida.
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