![Allison M. Griffin](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Allison holds a BA in Economics from Douglass College, holds the CERTIFIED FINANCIAL PLANNERTM, designation, and has worked in the financial services industry with an emphasis in banking since 1986.
As a relationship manager with Summit Bank, she managed a $23 million portfolio for a diverse client base.
At Chemical Bank, she was a loan workout officer in Commerical Real Estate for the Asset Management Division.
Allison's current responsibilities include developing individual financial independence analyses.
She is also an active volunteer with the American Cancer Society.
Ehemalige bekannte Positionen von Allison M. Griffin
| Unternehmen | Position | Ende |
|---|---|---|
RegentAtlantic Capital LLC
 RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic manages separate client focused equity, fixed-income and balanced portfolios. The firm employs a bottom-up view on asset classes and strategies formulated from meetings with current and prospective managers are combined with top-down views on macro factors to develop asset allocation views. They invest client assets primarily in individual fixed-income securities, equity securities, ETFs, and no-load and load-waived mutual funds and private funds. | Analyst-Equity | 15.12.2005 |
Ausbildung von Allison M. Griffin
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
4
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
RegentAtlantic Capital LLC
RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic manages separate client focused equity, fixed-income and balanced portfolios. The firm employs a bottom-up view on asset classes and strategies formulated from meetings with current and prospective managers are combined with top-down views on macro factors to develop asset allocation views. They invest client assets primarily in individual fixed-income securities, equity securities, ETFs, and no-load and load-waived mutual funds and private funds. | Finance |
Dougas College
 Dougas College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
