Alison Van Dyke

Alison Van Dyke Email and Phone Number

MBA, CERTIFIED FINANCIAL PLANNER® @
Alison Van Dyke's Location
San Francisco Bay Area, United States
About Alison Van Dyke

Engage and collaborate with clients as a CERTIFIED FINANCIAL PLANNER® professional, analyzing their personal finances and preparing comprehensive financial plans to help them make informed decisions and reach personal goals such as retirement, house purchases and education funding. Passionate about teaching young adults about personal finance. Advised, created content and provided financial tools for local high school student-led Personal Finance Club. Completing Next Gen Personal Finance coursework for the Distinguished Educator Certification Badge to teach high school students about personal finance.Experience in investment banking, specifically executing syndicated loans for large corporations. Political fundraiser for Presidential and lieutenant governor campaigns.

Alison Van Dyke's Current Company Details
First & Main Financial

First & Main Financial

MBA, CERTIFIED FINANCIAL PLANNER®
Alison Van Dyke Work Experience Details
  • First & Main Financial
    Cfp® Professional
    First & Main Financial Oct 2016 - Present
    San Francisco Bay Area
  • Vitavie Financial Planning
    Personal Financial Planner
    Vitavie Financial Planning Jan 2010 - Mar 2012
    San Francisco Bay Area
  • Zingdata, Inc.
    Co-Founder, Chief Operating Officer And Board Member
    Zingdata, Inc. 2000 - 2001
    San Mateo, California
  • Banc Of America Securities
    Vice President, Investment Banking, Global Syndicated Finance
    Banc Of America Securities 1998 - 2000
    San Francisco
    View
  • Jp Morgan Chase
    Associate, Investment Banking, Global Syndicated Finance
    Jp Morgan Chase 1995 - 1998
    New York
    View
  • Presidential Campaign And Lieutenant Governor Of Virginia Campaign
    Political Fundraiser
    Presidential Campaign And Lieutenant Governor Of Virginia Campaign 1991 - 1993
    Washington, Dc And Virginia

Alison Van Dyke Education Details

Frequently Asked Questions about Alison Van Dyke

What company does Alison Van Dyke work for?

Alison Van Dyke works for First & Main Financial

What is Alison Van Dyke's role at the current company?

Alison Van Dyke's current role is MBA, CERTIFIED FINANCIAL PLANNER®.

What schools did Alison Van Dyke attend?

Alison Van Dyke attended University Of California, Berkeley, Georgetown University Mcdonough School Of Business, Ucla.

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