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Mallory Hall Location
Bellevue, WA, US
Mallory Hall Work
Financial Advisor @ (September 2020 - Present)
Financial Advisor @ (July 2018 - November 2019)
Financial Consultant @ (October 2014 - June 2018)
Client Associate @ (August 2013 - September 2014)
Associate @ (January 2013 - August 2013)
Client Reporting @ (March 2011 - March 2012)
Business Consultant @ E-Medex (July 2009 - February 2011)
Operations Analyst @ Parametric Portfolio (June 2007 - April 2009)
Mallory Hall Education
Seattle University
Finance
2004-2006
Bellevue Community College
Associate of Arts (Business Administration)
2004
Bellevue High School
Mallory Hall Skills
Asset Allocation
Bloomberg
Certified Financial Planner
Client Services
FactSet
Financial Advisory
Financial Planning
Financial Services
High Net Worth Individuals
Investments
Multi-generational wealth transfer
Wealth Management Services
Mallory Hall Summary
Mallory Hall, based in Bellevue, WA, US, is currently a Financial Advisor at Alterra Advisors. Mallory Hall brings experience from previous roles at Wells Fargo Advisors and Tamarac Inc.. Mallory Hall holds a 2004 - 2006 Finance @ Seattle University. With a robust skill set that includes Asset Allocation, Bloomberg, Certified Financial Planner, Client Services, FactSet and more. Mallory Hall has 1 emails and 1 mobile phone numbers on RocketReach.
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