David Allred Email & Phone Number
VP - Head of Retirement Plans Consulting Group @ Fisher\SMB™
5 free lookup(s).
No credit card required.
David Allred Location
- Salt Lake City, UT, US
David Allred Work
- 2024 - now VP - Head of Retirement Plans Consulting Group @
- 2024 - now Principal @
- 2022 - now Vice President - Head of Retirement Plans Consulting Group @
- 2020 - 2023 401(k) Solutions Vice President - Leader of Retirement Plan Consultants @
- 2019 - 2020 VP - Branch Complex Manager @
- 2013 - 2019 Investment Property Management - Owner @ Shadow Run Holdings, LLC
- 2015 - 2018 Branch Manager - VP @
- 2014 - 2015 Regional Planning Consultant @
- 2013 - 2014 Producing Branch Manager @
- 2011 - 2012 Producing Branch Manager - Potential Platinum Division @
- 2009 - 2011 Financial Consultant @
- 2006 - 2009 Financial Consultant @
- 2005 - 2005 Financial Service Representative @
- 2001 - 2005 New Hire Coach @
David Allred Education
- Cannon Financial Institute
Certified Wealth Strategist, Financial Planning and Services (Financial Planning and Services)
2019 - 2019 - College for Financial Planning
Chartered Retirement Planning Counselor, Finance and Financial Management Services (Finance and Financial Management Services)
2018 - 2018 - Western Governors University
Bachelor of Science - BS, Business, Management, Marketing, and Related Support Services (Business, Management, Marketing, and Related Support Services)
- College for Financial Planning
Chartered Retirement Planning Counselor, Financial Planning and Services (Financial Planning and Services)
- Cannon Financial Institute
Certified Wealth Strategist, Financial Planning and Services
- College for Financial Planning
CRPC
David Allred Skills
- Business Retirement Plans
- Business Consulting
- Sales Processes
- Enterprise Technology Sales
- Fiduciary
- Business Growth Strategies
- 401(k) Retirement Savings Plans
- Organizational Leadership
- Small Business Retirement Plans
- Business-to-Business (B2B)
- Sales Management
- Wealth Management
- Financial Services
- Customer Relationship Management (CRM)
- Mutual Funds
- Investments
- Asset Allocation
- Business Process Improvement
- Marketing Strategy
- Process Management
- Contact Centers
- Microsoft Office
- Salesforce Lightning
- Management
- Leadership
- Customer Service
- Team Building
- Salesforce.com Implementation
- CRM Integration
- Situational Leadership
David Allred Summary
- David Allred, based in Salt Lake City, UT, US, is currently a VP - Head of Retirement Plans Consulting Group at Fisher\SMB™. David Allred brings experience from previous roles at Allred Hearts Bleed Foundation, Fisher Investments and Charles Schwab. David Allred holds a 2019 - 2019 Certified Wealth Strategist, Financial Planning and Services in Financial Planning and Services @ Cannon Financial Institute. With a robust skill set that includes Business Retirement Plans, Business Consulting, Sales Processes, Enterprise Technology Sales, Fiduciary and more. David Allred has 3 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different David Allred?
Find contact details for 700 million professionals.
Others Named David Allred
David Allred
President
Phoenix, AZ, US
David Allred
Co Founder and Managing Director
Sammamish, WA, US
David Allred
Director of Operations
Wyoming, MI, US
David Allred
VP - Head of Retirement Plans Consulting Group
Salt Lake City, UT, US
David Allred
Director of Employee Experience
Seattle, WA, US
David Allred
Co-Founder and Chief Executive Officer
San Francisco, California, United States
Top Fisher\SMB™ Employees
Ed Johnsen
Vice President - Retirement Plan Consultant
New York, NY, US
Renee Hart
Real Estate Team Lead
Texas, United States
Justin Boyette
Marketing and Data Operations Program Manager
Texas, United States
Loren Krasner
IT Support Manager
Dallas, TX, US
Julian Burgess
Senior Investment Analyst
Dallas, TX, US
Tin Nguyen
Business Development Representative
Vancouver, WA, US
David Allred
VP - Head of Retirement Plans Consulting Group
Salt Lake City, UT, US
Meredith Drinkwater
Senior Digital Analyst
Dallas, TX, US
Tyler Taricco
Business Development Representative
Vancouver, WA, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co