Managing Director, Sales @ (August 2010 - February 2018)
Research Control Associate @ (December 2009 - August 2010)
Marketing Assistant @ (May 2008 - November 2009)
Allison Williams Education
College for Financial Planning
(Financial Planning and Services)
2015-2016
Providence College
Bachelor's of Science (Marketing, Finance)
2005-2009
Florence - University of Richmond
(Marketing)
2008-2008
Allison Williams Skills
Series 7
Series 63
Market Research
Investments
Marketing
Management
Finance
Equities
Asset Management
Financial Services
Mutual Funds
Sales
Wealth Management
Spring
Research
Allison Williams Summary
Allison Williams, based in Boston, MA, US, is currently a Senior Vice President, Northeast, Private Wealth at Brookfield. Allison Williams brings experience from previous roles at Brookfield, The HRC Financial Group, Citigroup and GTECH. Allison Williams holds a 2015 - 2016 College for Financial Planning. With a robust skill set that includes Series 7, Series 63, Market Research, Investments, Marketing and more. Allison Williams has 2 emails and 3 mobile phone numbers on RocketReach.
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