Allison Beard Email & Phone Number
Owner
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Allison Beard Location
- Rathdrum, ID, US
Allison Beard Work
- Owner @ Leaning Tree Group LLC (June 2025 - Present)
- Contract Administrator @ (June 2025 - Present)
- Contract Administrator @ LaRiviere (May 2023 - June 2025)
- Corporate Accounting Manager @ LaRiviere (July 2023 - October 2023)
- Fund Finance Director @ (April 2022 - May 2023)
- Development Administrator @ (March 2021 - April 2022)
Allison Beard Education
- Northwest Christian University
Accounting
2013-2014 - University of Oregon 2011-2012
- Portland Community College 2009-2010
- Portland State University 2006-2007
Allison Beard Skills
- ACH Payments
- Account Management
- Account Reconciliation
- Accounting
- Administrative Assistance
- Analytical Skills
- Asset Management
- Attention to Detail
- Auditing
- Banking
- Broker-Dealer Compliance
- Budgeting
- Build Strong Relationships
- Business Relationship Management
- Client Services
- Communication
- Confidentiality
- Construction
- Consulting Agreements
- Contractual Agreements
- Creative Problem Solving
- Customer Lifecycle Management
- Customer Relationship Management (CRM)
- Customer Service
- Data Entry
- Data Integrity
- Department Management
- Due Diligence
- Employee Training
- Equities
- Event Planning
- Executive Administrative Assistance
- Expense Reports
- Expenses
- Finance
- Financial Accounting
- Financial Analysis
- Financial Performance
- Financial Services
- Front Office
- Fund Administration
- Growth Strategies
- Honest
- IT Escalation
- Insurance
- Interpersonal Skills
- Inventory Management
- Investing
- Investment Performance
- Investments
- Leadership
- Legal Operations
- Management
- Mergers & Acquisitions (M&A)
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Mortgage Lending
- Mortgage Servicing Software
- Multi-Family Properties
- Multi-task & Handle High-volume Workloads
- Negotiation
- Offboarding
- Office Administration
- Office Equipment
- Office Operations
- Onboarding
- Operational Excellence
- Operational Oversight
- Operations
- Oral Communication
- Organization Skills
- Outlook
- Phone Etiquette
- PowerPoint
- Problem Solving
- Project Management
- Quantitative Analytics
- Quantitative Finance
- Real Estate Development Projects
- Real Estate Investment
- Receptionist Duties
- Record Keeping
- Redline
- Regulatory Requirements
- Reporting & Analysis
- Sales
- Skilled Multi-tasker
- Stakeholder Management
- Store Management
- Strategic Business
- Strategic Leadership
- Strategic Thinking
- Teamwork
- Technology Platforms
- Tenacious Work Ethic
- Time Management
Allison Beard Summary
- Allison Beard, based in Rathdrum, ID, US, is currently a Owner at Leaning Tree Group LLC. Allison Beard brings experience from previous roles at Ginno Construction Company, LaRiviere and Forum Partners. Allison Beard holds a 2013 - 2014 Accounting @ Northwest Christian University. With a robust skill set that includes ACH Payments, Account Management, Account Reconciliation, Accounting, Administrative Assistance and more. Allison Beard has 2 emails and 1 mobile phone numbers on RocketReach.
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