Allison Roy Email & Phone Number
Assistant Vice President, Fund Sponsor Consulting @ Callan
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Allison Roy Location
- Atlanta, GA, US
Allison Roy Work
- Assistant Vice President, Fund Sponsor Consulting @ (July 2023 - Present)
- Senior Associate, Investments @ (May 2016 - July 2023)
- VP Trading and Operations @ Lebenthal Asset Management, LLC (September 2015 - May 2016)
- Assistant Vice President @ (January 2013 - September 2015)
- Private Client Manager @ (September 1997 - January 2013)
- Portfolio Administrator @ Dai Ichi Life Investment Management (April 1995 - August 1997)
Allison Roy Education
- Baylor University
Bachelor’s Degree
1991-1994
Allison Roy Skills
- Asset Management
- Portfolio Management
- Wealth Management
- Investments
- Asset Allocation
- Financial Services
Allison Roy Summary
- Allison Roy, based in Atlanta, GA, US, is currently a Assistant Vice President, Fund Sponsor Consulting at Callan. Allison Roy brings experience from previous roles at Willis Towers Watson, Lebenthal Asset Management, LLC and Wilmington Trust. Allison Roy holds a 1991 - 1994 Bachelor’s Degree @ Baylor University. With a robust skill set that includes Asset Management, Portfolio Management, Wealth Management, Investments, Asset Allocation and more. Allison Roy has 1 mobile phone numbers on RocketReach.
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