Vinnie Allard Email & Phone Number
Director, Retirement Partnerships @ SAVVI Financial
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Vinnie Allard Location
- Boston, MA, US
Vinnie Allard Work
- 2026 -now Director, Retirement Partnerships @
- 2025 -2026 Head of Advisor National Accounts @
- 2024 -2025 National Account Director @
- 2022 -2024 Director of Advisor National Accounts @
- 2021 -2024 Associate Director of Financial Partnerships @
- 2020 -2021 Senior Partner Account Manager @
- 2019 -2020 Sales Consultant @
- 2013 -2019 Regional Sales Representative @
- 2007 -2012 Associate Financial Advisor @
- 2007 -2010 Financial Advisor @
- 2005 -2007 Merchandiser @ Atlas Distributing Inc
Vinnie Allard Education
- Lasell University
B.S. (Finance)
2004-2008 - Lasell College
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
- Fixed Annuities
- Long-term Care
- 401k Rollovers
- IRAs
- College Savings Plans
- Financial Advisory
- Wealth Accumulation
- Mutual Funds
- Asset Allocation
- Finance
- Customer Service
- Insurance
- Sales
- Financial Services
- PowerPoint
- Long Term Care
- Sales Management
- Business Development
- Services
- Investment Management
Vinnie Allard Summary
- Vinnie Allard, based in Boston, MA, US, is currently a Director, Retirement Partnerships at SAVVI Financial. 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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Top SAVVI Financial Employees
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Co-Founder, CCO
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