Vinnie Allard Location
Boston, MA, US
Vinnie Allard Work
- 2025 - now Head of Advisor National Accounts @ Betterment
- 2024 - 2025 National Account Director @ Betterment
- 2022 - 2024 Director of Advisor National Accounts @ Human Interest
- 2021 - 2024 Associate Director of Financial Partnerships @ Human Interest
- 2020 - 2021 Senior Partner Account Manager @ Human Interest
- 2019 - 2020 Sales Consultant @ TriNet
- 2013 - 2019 Regional Sales Representative @ MFS Investment Management
- 2007 - 2012 Associate Financial Advisor @ Munroe Morrow Wealth Management
- 2007 - 2010 Financial Advisor @ Financial Services Company
- 2005 - 2007 Merchandiser @ Atlas Distributing Inc
Vinnie Allard Education
- Lasell University
B.S. (Finance)
2004 - 2008 - Lasell University
Bachelor of Science (Finance)
2004 - 2008
Vinnie Allard Skills
- Retirement Planning
- Protection Planning/family Security
- Estate Planning
- Education Funding
- Investments
- Retirement
- Tax
- Saving for Education
- Strategic Financial Planning
- Wealth Management
Vinnie Allard Summary
Vinnie Allard, based in Boston, MA, US, is currently a Head of Advisor National Accounts at Betterment. Vinnie Allard brings experience from previous roles at Betterment and Human Interest. Vinnie Allard holds a 2004 - 2008 B.S. in Finance @ Lasell University. With a robust skill set that includes Retirement Planning, Protection Planning/family Security, Estate Planning, Education Funding, Investments and more. Vinnie Allard has 2 emails and 1 mobile phone numbers on RocketReach.
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