Allison Lovell Email & Phone Number
Vice President, Regional Director @ Congress Asset Management
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Allison Lovell Location
- California, United States
Allison Lovell Work
- 2021 -now Vice President, Regional Director @
- 2020 -2021 Regional Director @
- 2017 -2020 Senior Business Development Manager-Private Banks and Trusts @
- 2005 -2017 Regional Director @
- 2002 -2005 Wholesaler @
- 2001 -2002 Regional Sales Consultant @ Evergreen Funds
- 1997 -2000 Management Trainee and Internal Wholesaler and Sales Desk Manager @
Allison Lovell Education
- University of California, Davis 1992-1997
Allison Lovell Skills
- Mutual Funds
- Management
- Financial Services
- Business Relationship Management
- Business Management
- Time Management
- Oral Communication
- Sales Management
- Business Development
- Investments
- Research
- Series 7
- Financial Analysis
- Finance
- Project Management
- Leadership
- Customer Service
- Asset Allocation
Allison Lovell Summary
- Allison Lovell, based in California, United States, is currently a Vice President, Regional Director at Congress Asset Management. Allison Lovell brings experience from previous roles at Build Asset Management, Wells Fargo and Voya Investment Management. Allison Lovell holds a 1992 - 1997 University of California, Davis. With a robust skill set that includes Mutual Funds, Management, Financial Services, Business Relationship Management, Business Management and more. Allison Lovell has 2 emails and 1 mobile phone numbers on RocketReach.
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