Allison Ellstrom Email & Phone Number
Financial Service Specialist @ WT Wealth Management
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Allison Ellstrom Location
- Scottsdale, AZ, US
Allison Ellstrom Work
- 2025 -now Financial Service Specialist @
- 2025 -2026 Financial Services Professional @
- 2023 -2025 Project Coordinator @ National Power, LLC (fmr. Teracom Services, LLC)
- 2023 -2023 Marketing Specialist @ National Power, LLC (fmr. Teracom Services, LLC)
- 2023 -2025 Project Coordinator @
- 2022 -2023 Wealth Management Associate @
- 2022 -2023 Marketing Director @
- 2022 -2023 Marketing Director @ Tap Rack Bang, LLC
- 2021 -2022 Director of Operations @
- 2018 -2021 Wealth Management Associate @
- 2018 -2021 Wealth Management Advisor @
- 2013 -2017 Associate Financial Representative @
- 2013 -2016 Registered Representative @
Allison Ellstrom Education
- Northern Arizona University
Bachelor of Science (BS) (Economics Honor Society, American Marketing Association, W. A. Franke College of Business’ Professional Recognition Program)
2008-2011 - Northern Arizona University
Bachelor of Business Administration (Marketing)
Allison Ellstrom Skills
- Office Administration
- HTML
- Finance
- Research
- Executive Administrative Assistance
- Calendaring
- Data Analysis
- Event Planning
- Microsoft Excel
- Mac OS
- CRM
- Data Entry
- PowerPoint
- Market Research
- Windows
- Teamwork
- Business
- Statistical Data Analysis
- Outlook
- Strategic Planning
- Statistics
- Web Design
- Social Media Marketing
- Microsoft Office
- Business Process Improvement
- Social Networking
- Marketing Research
- Access
- Stata
- Time Management
- Microsoft Word
- Analysis
- Small Business
- Financial Analysis
- Social Media
- Insurance
- Spreadsheets
- Event Management
- Customer Satisfaction
- Customer Service
- Microsoft Dynamics
- Technology
- Editing
- SPSS
- Expense Reports
- Leadership
- Administrative Assistants
- Sales
- Business Development
- Marketing
Allison Ellstrom Summary
- Allison Ellstrom, based in Scottsdale, AZ, US, is currently a Financial Service Specialist at WT Wealth Management. Allison Ellstrom brings experience from previous roles at WT Wealth Management, National Power, LLC (fmr. Teracom Services, LLC) and National Power. Allison Ellstrom holds a 2008 - 2011 Bachelor of Science (BS) in Economics Honor Society, American Marketing Association, W. A. Franke College of Business’ Professional Recognition Program @ Northern Arizona University. With a robust skill set that includes Office Administration, HTML, Finance, Research, Executive Administrative Assistance and more. Allison Ellstrom has 1 emails and 2 mobile phone numbers on RocketReach.
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