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Aubree Allison Location
Phoenix, AZ, US
Aubree Allison Work
Private Wealth Banker @ (July 2023 - Present)
Regional Lending Director @ (May 2021 - July 2023)
Wealth Advisor Client Associate @ (October 2018 - May 2021)
Branch Manager @ (December 2016 - October 2018)
Service Manager @ (September 2014 - December 2016)
Personal Banker @ (September 2012 - September 2014)
Aubree Allison Education
Madison High School
High School Diploma (Management)
2010
Utah School of Phlebotomy
Western Governors University
Accounting and Finance
Aubree Allison Skills
Banking
Budgets
Credit
Customer Service
Finance
Financial Analysis
Microsoft Office
Microsoft Word
Public Speaking
Risk Management
Sales
Team Building
Leadership
Social Media
Microsoft Excel
Sales Management
Aubree Allison Summary
Aubree Allison, based in Phoenix, AZ, US, is currently a Private Wealth Banker at BOK Financial. Aubree Allison brings experience from previous roles at Wells Fargo Advisors, Wells Fargo Private Bank and Wells Fargo. Aubree Allison holds a High School Diploma in Management @ Madison High School. With a robust skill set that includes Banking, Budgets, Credit, Customer Service, Finance and more. Aubree Allison has 2 emails on RocketReach.
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