Ellen Breslow is the managing director of EAB HealthWorks. She spent her 26 year career as a Managing Director at Citi Smith Barney’s Global Wealth Management division, most recently as the creator of the Retirement Resources Group, focusing on health care advisory for clients and prospects of Smith Barney and Citi Family Office.
In this capacity, Ellen brought several health care programs to Financial Advisors including Health Savings Accounts (HSAs), Health Care Advisory Services and a Health Care Advocacy program for Ultra High Net Worth individuals. She also constructed long term care programs for individuals and small business owners and developed a health insurance program for the early retiree.
Prior to establishing the Retirement Resources Group, Ellen was the Managing Director of Financial, Education and Retirement Planning Services. In this role, she was the business manager for Smith Barney’s Financial Planning Desktop applications and Smith Barney sponsored prototype IRA and Qualified Retirement Plan documents. Ellen also ran the marketing and strategy unit for individual retirement planning services implementing important intergenerational wealth transfer ideas for IRAS and incorporating legislative changes that impacted individuals.
Ellen also developed Smith Barney’s “On Site” program, which offered corporate employers a variety of financial planning seminars conducted by highly qualified Smith Barney Financial Advisors. This national program assisted employers in educating employees on timely financial planning matters in a workplace setting.
She is a graduate of Lehigh University and holds NASD Series 6, 7, 24 and 51 registrations.