Allison Barrientos Email & Phone Number
Managing Director @ Modern Wealth Management
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Allison Barrientos Location
- Monterey, CA, US
Allison Barrientos Work
- 2026 -now Managing Director @
- 2011 -2026 Partner, Advisor, Chief Advisory Officer @
- 2007 -2010 Senior Associate @
Allison Barrientos Education
- UC Santa Barbara
BA (Business Economics)
Allison Barrientos Skills
- Alternative Investments
- Hedge Funds
- Investment Management
- Personal Financial Planning
- Investments
- Mutual Funds
- Investment Advisory
- Asset Management
- Bloomberg
- Equities
- Private Equity
- Securities
- Valuation
- Accounting
Allison Barrientos Summary
- Allison Barrientos, based in Monterey, CA, US, is currently a Managing Director at Modern Wealth Management. Allison Barrientos brings experience from previous roles at Integris Wealth Management and Rothstein Kass. Allison Barrientos holds a BA in Business Economics @ UC Santa Barbara. With a robust skill set that includes Alternative Investments, Hedge Funds, Investment Management, Personal Financial Planning, Investments and more. Allison Barrientos has 2 emails and 1 mobile phone numbers on RocketReach.
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