Alyssa Martin Email & Phone Number
Paraplanner @ Avalon Wealth Advisory
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Alyssa Martin Location
- Indianapolis, IN, US
Alyssa Martin Work
- Paraplanner @ (April 2026 - Present)
- Client Service Associate - Tax @ (September 2024 - March 2026)
- Associate Financial Advisor @ WealthPoint Advisors (June 2023 - August 2024)
- Financial Planning Intern @ (June 2022 - July 2022)
- Financial Representative Intern @ (May 2021 - October 2021)
- Employee @ (November 2019 - September 2021)
- Employee @ (June 2019 - July 2019)
- Employee @ Deaconess Sports Park (March 2017 - July 2019)
- Sales Associate @ (September 2017 - May 2018)
Alyssa Martin Education
- Purdue University
Bachelor's degree (Financial Planning and Services)
2019-2023 - Purdue University
Financial Counseling & Planning (Financial Counseling & Planning)
Alyssa Martin Skills
- Portfolio Center
- SharePoint
- Tamarac
- Money Guide Pro
- Microsoft Excel
- Customer Service
- eMoney
- Planning
- Entrepreneurship
- Management
- Financial Services
- Mentoring
- Gym
Alyssa Martin Summary
- Alyssa Martin, based in Indianapolis, IN, US, is currently a Paraplanner at Avalon Wealth Advisory. Alyssa Martin brings experience from previous roles at Delta Wealth Advisors, WealthPoint Advisors, Bedel Financial Consulting and Northwestern Mutual. Alyssa Martin holds a 2019 - 2023 Bachelor's degree in Financial Planning and Services @ Purdue University. With a robust skill set that includes Portfolio Center, SharePoint, Tamarac, Money Guide Pro, Microsoft Excel and more. Alyssa Martin has 2 emails and 1 mobile phone numbers on RocketReach.
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