Tom Allen Email & Phone Number
Senior Benefits Consultant @ RIA Advisors
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Tom Allen Location
- Houston, TX, US
Tom Allen Work
- 2022 -now Senior Benefits Consultant @
- 2021 -now Retirement Plan Consultant @
- 2017 -2021 Regional Director @
- 2016 -2017 Financial Writer @
- 2014 -2016 Wealth Advisor @
- 2014 -2014 Operations and Risk Manager @
- 2013 -2014 Lead Trader @
- 2013 -2013 Portfolio Associate @
- 2012 -2013 Marketing Communications Writer and Analyst @
- 2008 -2012 Associate @ Cardiff Park Advisors L.L.C
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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