Allison Barden Email & Phone Number
Senior Relationship Manager - Institution Client Success @ LPL Financial
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Allison Barden Location
- Syracuse, NY, US
Allison Barden Work
- 2025 -now Senior Relationship Manager - Institution Client Success @
- 2024 -2025 Senior Complex Product Principal @
- 2022 -2024 Senior Supervisory Principal - Centralized Consulting Group @
- 2020 -2022 Branch Examiner @
- 2018 -2020 Compliance Examiner @
- 2017 -2018 Registered Associate @
- 2015 -2016 Financial Advisor @
- 2013 -2015 Registered Client Associate @
- 2010 -2013 Private Client Banker @
- 2007 -2010 Sales and Service Specialist @
Allison Barden Education
- Harvard Extension School 2020-2027
Allison Barden Skills
- Cross Selling
- Investments
- Relationship Management
- Risk Management
- Critical Thinking
- Creativity
- Complex Problem Solving
- Financial Analysis
- Financial Services
- Financial Planning
- Coordinating With Others
Allison Barden Summary
- Allison Barden, based in Syracuse, NY, US, is currently a Senior Relationship Manager - Institution Client Success at LPL Financial. Allison Barden brings experience from previous roles at LPL Financial and Cadaret, Grant & Co., Inc.. Allison Barden holds a 2020 - 2027 Harvard Extension School. With a robust skill set that includes Cross Selling, Investments, Relationship Management, Risk Management, Critical Thinking and more. Allison Barden has 3 emails and 2 mobile phone numbers on RocketReach.
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