David Allred Email & Phone Number
VP - Head of Retirement Plans Consulting Group @ Fisher\SMB™
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David Allred Location
- Salt Lake City, UT, US
David Allred Work
- VP - Head of Retirement Plans Consulting Group @ (July 2024 - Present)
- Principal @ (December 2024 - Present)
- Vice President - Head of Retirement Plans Consulting Group @ (December 2022 - Present)
- 401(k) Solutions Vice President - Leader of Retirement Plan Consultants @ (August 2020 - May 2023)
- VP - Branch Complex Manager @ (January 2019 - August 2020)
- Investment Property Management - Owner @ Shadow Run Holdings, LLC (April 2013 - December 2019)
- Branch Manager - VP @ (March 2015 - April 2018)
- Regional Planning Consultant @ (January 2014 - March 2015)
- Producing Branch Manager @ (January 2013 - January 2014)
- Producing Branch Manager - Potential Platinum Division @ (August 2011 - December 2012)
- Financial Consultant @ (July 2009 - July 2011)
- Financial Consultant @ (January 2006 - January 2009)
- Financial Service Representative @ (March 2005 - September 2005)
- New Hire Coach @ (January 2001 - January 2005)
David Allred Education
- College for Financial Planning
Chartered Retirement Planning Counselor (Finance and Financial Management Services)
2018-2018 - Western Governors University
Bachelor of Science - BS (Business, Management, Marketing, and Related Support Services)
- Cannon Financial Institute
Certified Wealth Strategist (Financial Planning and Services)
- College for Financial Planning
Chartered Retirement Planning Counselor (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 2018 - 2018 Chartered Retirement Planning Counselor in Finance and Financial Management Services @ College for Financial Planning. 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 4 mobile phone numbers on RocketReach.
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