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
- 2023 -now Assistant Vice President, Fund Sponsor Consulting @
- 2016 -2023 Senior Associate, Investments @
- 2015 -2016 VP Trading and Operations @ Lebenthal Asset Management, LLC
- 2013 -2015 Assistant Vice President @
- 1997 -2013 Private Client Manager @
- 1995 -1997 Portfolio Administrator @ Dai Ichi Life Investment Management
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 2 emails and 1 mobile phone numbers on RocketReach.
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