Alison Mathena's Location
Gainesville, FL, US
Alison Mathena's Work
- Director of Investment Accounts @ Koss Olinger
- Investment Director @ Koss Olinger
Alison Mathena's Education
- Citrus High School1976 - 1979
Alison Mathena's Skills
- Financial Reporting
- Financial Modeling
- Public Speaking
- Trusts
- Estate Administration
- Wealth Management
- Investments
- Mutual Funds
- Estate Planning
- Retirement Planning
Alison Mathena's Summary
Alison Mathena, based in Gainesville, FL, US, is currently a Director of Investment Accounts at Koss Olinger, bringing experience from previous roles at Koss Olinger Financial Group. Alison Mathena holds a 1976 - 1979 Citrus High School. With a robust skill set that includes Financial Reporting, Financial Modeling, Public Speaking, Trusts, Estate Administration and more, Alison Mathena contributes valuable insights to the industry. Alison Mathena has 3 emails and 1 mobile phone number on RocketReach.
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ViewAlyssa Pennell
Client Liaison and Corporate Scheduler at Koss Olinger
Gainesville, Florida, United States24
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