Allison Crate Email & Phone Number
Vice President, Senior Wealth Manager @ Mayflower Advisors
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Allison Crate Location
- Boston, MA, US
Allison Crate Work
- 2022 -now Vice President, Senior Wealth Manager @
- 2015 -2021 Director of Financial and Retirement Planning @
- 2001 -2015 Financial Planner @
- 2000 -2001 Registered Client Associate @
- 1999 -2000 Orientation Financial Consultant @
- 1999 -1999 Intern @ Ardshiel, Inc.
Allison Crate Education
- Washington College
Bachelor of Arts - BA (Business Administration and Management, General)
1995-1999
Allison Crate Skills
- Series 7
- Securities
- Financial Planning
- Wealth Management
- Customer Relations
- Portfolio Management
- Asset Allocation
- Investment Management
- Finance
- Strategic Financial Planning
- Alternative Investments
- Investments
- Financial Advisory
- Retirement Planning
- Asset Management
- FINRA
- Fixed Income
- Customer Service
- Mutual Funds
- Series 63
- Hedge Funds
Allison Crate Summary
- Allison Crate, based in Boston, MA, US, is currently a Vice President, Senior Wealth Manager at Mayflower Advisors. Allison Crate brings experience from previous roles at Derby and Company, Inc. and Merrill Lynch. Allison Crate holds a 1995 - 1999 Bachelor of Arts - BA in Business Administration and Management, General @ Washington College. With a robust skill set that includes Series 7, Securities, Financial Planning, Wealth Management, Customer Relations and more. Allison Crate has 3 emails and 1 mobile phone numbers on RocketReach.
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