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
- Senior Relationship Manager - Institution Client Success @ (February 2025 - Present)
- Senior Complex Product Principal @ (September 2024 - February 2025)
- Senior Supervisory Principal - Centralized Consulting Group @ (October 2022 - September 2024)
- Branch Examiner @ (November 2020 - October 2022)
- Compliance Examiner @ (August 2018 - November 2020)
- Registered Associate @ (January 2017 - August 2018)
- Financial Advisor @ (March 2015 - December 2016)
- Registered Client Associate @ (June 2013 - March 2015)
- Private Client Banker @ (May 2010 - May 2013)
- Sales and Service Specialist @ (February 2007 - April 2010)
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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