Allyson Harris Email & Phone Number
Senior Vice President, Head of Strategic Planning and Investments @ LPL Financial
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Allyson Harris Location
- Charlotte, NC, US
Allyson Harris Work
- Senior Vice President, Head of Strategic Planning and Investments @ (January 2026 - Present)
- Managing Director @ (July 2025 - January 2026)
- Senior Manager, Strategy and Business Consulting @ (August 2022 - July 2025)
- Manager, Strategy and Business Consulting @ (October 2019 - August 2022)
- Senior Consultant, Strategy and Business Consulting @ (September 2017 - October 2019)
- Wealth Development and Implementation Manager @ (September 2016 - June 2017)
- Wealth Project Manager @ (October 2012 - September 2016)
- Wealth Solutions Center Advisor @ (April 2012 - October 2012)
- Leadership Development Associate @ (July 2011 - April 2012)
- Assistant Summer Camp Director @ Westview On The James (January 2010 - April 2011)
Allyson Harris Education
- Wake Forest Biomedical Graduate Programs
Master of Business Administration (MBA) (Business Administration and Management, General)
2015-2017 - Furman University
Bachelor of Arts (B.A.) (Business Administration and Management, General)
2007-2011 - CIMBA
CIMBA undergrad Study Abroad Program Fall 2009 (Business)
2009-2009
Allyson Harris Skills
- Access
- PowerPoint
- Microsoft Word
- Leadership
- Microsoft Office
- Microsoft Excel
- Visio
- SharePoint
- Outlook
- Event Planning
- Customer Service
- Portfolio Management
- Credit Analysis
- Loans
- Credit
- Public Speaking
- Research
- Financial Analysis
- Finance
- Banking
- Microsoft PowerPoint
Allyson Harris Summary
- Allyson Harris, based in Charlotte, NC, US, is currently a Senior Vice President, Head of Strategic Planning and Investments at LPL Financial. Allyson Harris brings experience from previous roles at EY. Allyson Harris holds a 2015 - 2017 Master of Business Administration (MBA) in Business Administration and Management, General @ Wake Forest Biomedical Graduate Programs. With a robust skill set that includes Access, PowerPoint, Microsoft Word, Leadership, Microsoft Office and more. Allyson Harris has 2 emails and 2 mobile phone numbers on RocketReach.
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