Vinnie Allard Email & Phone Number
Director, Retirement Partnerships @ SAVVI Financial
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Vinnie Allard Location
- Boston, MA, US
Vinnie Allard Work
- Director, Retirement Partnerships @ (May 2026 - Present)
- Head of Advisor National Accounts @ (February 2025 - May 2026)
- National Account Director @ (February 2024 - February 2025)
- Director of Advisor National Accounts @ (January 2022 - February 2024)
- Associate Director of Financial Partnerships @ (February 2021 - February 2024)
- Senior Partner Account Manager @ (January 2020 - February 2021)
- Sales Consultant @ (May 2019 - January 2020)
- Regional Sales Representative @ (March 2013 - April 2019)
- Associate Financial Advisor @ (September 2007 - December 2012)
- Financial Advisor @ (September 2007 - December 2010)
- Merchandiser @ Atlas Distributing Inc (May 2005 - September 2007)
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
- 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 2 mobile phone numbers on RocketReach.
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