Tom Allen Email & Phone Number
Senior Benefits Consultant @ RIA Advisors
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Tom Allen Location
- Houston, TX, US
Tom Allen Work
- Senior Benefits Consultant @ (June 2022 - Present)
- Retirement Plan Consultant @ (April 2021 - Present)
- Regional Director @ (November 2017 - April 2021)
- Financial Writer @ (September 2016 - November 2017)
- Wealth Advisor @ (October 2014 - August 2016)
- Operations and Risk Manager @ (February 2014 - October 2014)
- Lead Trader @ (August 2013 - February 2014)
- Portfolio Associate @ (June 2013 - August 2013)
- Marketing Communications Writer and Analyst @ (September 2012 - June 2013)
- Associate @ Cardiff Park Advisors L.L.C (September 2008 - May 2012)
Tom Allen Education
- UC San Diego Extended Studies
Certificate (Accounting)
2011-2012 - University of California, San Diego
BSc/BA (Management Science & Philosophy)
2005-2010
Tom Allen Skills
- Payroll Services
- Benefits Administration
- Compensation & Benefits
- Benefits Design
- Voluntary Employee Benefits
- Benefits Analysis
- Sales
- New Business Development
- Employee Benefits Design
- Health Insurance
- Cash Balance Plans
- Retirement Benefits
- Retirement Plan Consulting
- 401(k) Retirement Savings Plans
- Microsoft Office
- Microsoft Excel
- Finance
- Portfolio Management
- Marketing
- Customer Service
Tom Allen Summary
- Tom Allen, based in Houston, TX, US, is currently a Senior Benefits Consultant at RIA Advisors. Tom Allen brings experience from previous roles at RIA Advisors, Retirement Plan Consultants and Index Fund Advisors, Inc.. Tom Allen holds a 2011 - 2012 Certificate in Accounting @ UC San Diego Extended Studies. With a robust skill set that includes Payroll Services, Benefits Administration, Compensation & Benefits, Benefits Design, Voluntary Employee Benefits and more. Tom Allen has 2 emails and 1 mobile phone numbers on RocketReach.
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