Allison Black's Location
California, United States
Allison Black's Work
- Client Services Director @ Abbrea Capital
- Client Relations Director @ SunTrust / CSI Capital Management
- Client Relations Mgr and Financial Planner @ Tamalpais Wealth Advisors
- Director Channel Development @ Montclare Technologies
- Sales Assistant @ Morgan Stanley
Allison Black's Education
- Winona State University
Bachelors (Philosophy/History)
1988 - 1992 - Golden Gate University
Masters (Financial Planning)
2002 - 2004
Allison Black's Skills
- ETFs
- Investment Strategies
- Asset Allocation
- Strategic Financial Planning
Allison Black's Summary
Allison Black, based in California, United States, is currently a Client Services Director at Abbrea Capital, bringing experience from previous roles at SunTrust / CSI Capital Management, Tamalpais Wealth Advisors, Montclare Technologies and Smith Barney. Allison Black holds a 1988 - 1992 Bachelors in Philosophy/History @ Winona State University. With a robust skill set that includes ETFs, Investment Strategies, Asset Allocation, Strategic Financial Planning and more, Allison Black contributes valuable insights to the industry. Allison Black has 2 emails and 1 mobile phone number on RocketReach.
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