Allison Cooley Email & Phone Number
Senior Manager, Advisory Leadership Team @ Focus Partners Wealth
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Allison Cooley Location
- Kansas City, MO, US
Allison Cooley Work
- 2025 - now Senior Manager, Advisory Leadership Team @
- 2024 - 2025 Manager, Advisory Leadership Team @
- 2023 - 2024 Advisory Team Manager @
- 2022 - 2022 Associate Wealth Advisor @
- 2020 - 2021 Associate Financial Planner @
- 2020 - 2020 Director of Financial Planning | Financial Advisor @
- 2018 - 2020 Associate Advisor @
- 2015 - 2018 Peer Counselor III @ Powercat Financial
- 2017 - 2017 Financial Planning Intern @
Allison Cooley Education
- Golden Gate University
Grad Certificate (Financial Life Planning)
2020 - 2020 - Kansas State University
Bachelor of Science (B.S.) (Personal Financial Planning)
2014 - 2018 - Kansas State University
Minor (Business Administration and Management, General)
2014 - 2018 - Kansas State University
Minor (Hospitality Administration/Management)
Allison Cooley Skills
- People Skills
- Leadership
- Mathematics
- Personal Financial Planning
- Marketing
- Microsoft Office
Allison Cooley Summary
- Allison Cooley, based in Kansas City, MO, US, is currently a Senior Manager, Advisory Leadership Team at Focus Partners Wealth. Allison Cooley brings experience from previous roles at Focus Partners Wealth, Buckingham Strategic Wealth and Mana Financial Life Design. Allison Cooley holds a 2020 - 2020 Grad Certificate in Financial Life Planning @ Golden Gate University. With a robust skill set that includes People Skills, Leadership, Mathematics, Personal Financial Planning, Marketing and more. Allison Cooley has 2 emails on RocketReach.
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