Allison Email & Phone Number
Senior Consultant @ AFS 401(k) Retirement Services, LLC
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Allison Location
- Washington, DC, US
Allison Work
- 2019 -now Senior Consultant @
- 2017 -2018 Client Relationship Manager @
- 2013 -2017 Retirement Education Specialist @
- 2005 -2013 Regional Education Specialist @
- 2003 -2005 Volunteer @
- 1999 -2003 Classroom Teacher @ Linden Street School
Allison Education
- Southern Connecticut State University
Master of Science (Education)
2000-2002 - Wake Forest University
Bachelor of Arts
1995-1999
Allison Skills
- 401k
- Non-profits
- Research
- Public Speaking
- Series 63
- Data Analysis
- Spanish
- Mutual Funds
- Program Management
- Community Outreach
- Investments
- Strategic Planning
- Retirement
- Microsoft Office
- Project Management
- Program Development
- Microsoft Excel
- Financial Services
- Series 6
- Asset Allocation
- FINRA
- Nonprofits
Allison Summary
- Allison, based in Washington, DC, US, is currently a Senior Consultant at Afs 401(k) Retirement Services, LLC. Allison brings experience from previous roles at Massmutual Financial Group, The Hartford and Peace Corps. Allison holds a 2000 - 2002 Master of Science in Education @ Southern Connecticut State University. With a robust skill set that includes 401k, Non-profits, Research, Public Speaking, Series 63 and more. Allison has 2 emails and 1 mobile phone numbers on RocketReach.
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