Alison Mathena Email & Phone Number
Wealth Management Investment Director @ Koss Olinger
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Alison Mathena Location
- Gainesville, FL, US
Alison Mathena Work
- 1992 -now Wealth Management Investment Director @
- 1987 -1992 Paralegal @ Fisher & Wilsey
Alison Mathena Education
- Florida Bankers Association
Florida Trust School (Trust Administration)
1987-1989 - Citrus High School
High School Diploma
1976-1979
Alison Mathena Skills
- Estate Administration
- Estate Planning
- Financial Planners
- Retirement Planning
- Financial Modeling
- Investments
- Guardianship
- Wealth Management
- Mutual Funds
- Outlook
- Financial Accounting
- Notary Public
- Microsoft Word
- Microsoft Excel
- Trusts
- Customer Service
- Financial Analysis
- Legal Documents
- Inheritance Tax Planning
- Employee Benefits
- Securities
- Trust Services
Alison Mathena Summary
- Alison Mathena, based in Gainesville, FL, US, is currently a Wealth Management Investment Director at Koss Olinger Financial Group. Alison Mathena brings experience from previous roles at Fisher & Wilsey. Alison Mathena holds a 1987 - 1989 Florida Trust School in Trust Administration @ Florida Bankers Association. With a robust skill set that includes Estate Administration, Estate Planning, Financial Planners, Retirement Planning, Financial Modeling and more. Alison Mathena has 1 emails and 4 mobile phone numbers on RocketReach.
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