Allie West

Allie West Email and Phone Number

Senior Relationship Manager, Schwab Advisor Services @ Schwab Advisor Services
Allie West's Location
Greater Chicago Area, United States, United States
Allie West's Contact Details

Allie West work email

Allie West personal email

n/a
About Allie West

As a Senior Relationship Manager with Schwab Advisor Services, I’m dedicated to helping independent Registered Investment Advisors (RIAs) reach their full potential. I consult with firms daily on a broad range of business issues – from best practices on business development, talent acquisition, and technology, to transitioning their practice to the next generation of leaders. I consider it a privilege to work with, and learn from, independent advisors every day.At Schwab, we have over 30 years of experience serving independent advisors, and have grown to serve over 14,000 firms of every size. As the largest custodian of RIAs, we have deep experience and unique insights into the factors that drive business success. We’re continually focused on helping advisors turn those insights into action to create the firm they want. We have a deep commitment to the RIA industry, and are continually developing new ways to fuel our clients’ independence and innovate on their behalf.While every firm that I work with has unique strengths, I’ve found that most share a few common ideals; integrity, accountability and an entrepreneurial drive—and at the core, a passion for delivering the best possible experience for their clients. At Schwab we take this same approach, and I believe that’s why more independent advisors rely on us than any other custodian.To learn more about how Schwab Advisor Services can help your firm, call me at (630) 294-2605 or email me at allie.west@schwab.com.

Allie West's Current Company Details
Schwab Advisor Services

Schwab Advisor Services

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Senior Relationship Manager, Schwab Advisor Services
Allie West Work Experience Details
  • Schwab Advisor Services
    Senior Relationship Manager
    Schwab Advisor Services Oct 2022 - Present
    San Francisco, Ca, Us
    Account specific questions and transactions cannot be addressed in this forum; please call 877-687-4085. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints.Testimonials regarding services of Registered Investment Advisors or Advisory Services are prohibited. Any other third-party testimonial provided may not be representative of the experience of other clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc. Independent investment advisors are not owned by, affiliated with or supervised by Schwab.For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab© 2020 Charles Schwab Corporation. All rights reserved. Unauthorized access is prohibited.
  • Schwab Advisor Services
    Relationship Manager
    Schwab Advisor Services Feb 2020 - Oct 2022
    San Francisco, Ca, Us
  • Td Ameritrade Institutional
    Vp, Technology Consulting
    Td Ameritrade Institutional Nov 2016 - Feb 2020
    Jersey City, New Jersey, Us
    As a technology consultant, I helped financial advisors find opportunities to increase scale, reduce cost, and enhance associate and client experiences through effectively leveraging technology.
  • Envestnet, Inc
    Avp, Regional Director
    Envestnet, Inc Apr 2015 - Nov 2016
    Berwyn, Pennsylvania, Us
    Throughout the Northeast region, I worked with RIA firms to learn more about their businesses and offer insights on how to enhance their practices by leveraging Envestnet's technology and research consulting suite.
  • Envestnet, Inc
    Avp, Regional Consultant
    Envestnet, Inc Jan 2014 - Apr 2015
    Berwyn, Pennsylvania, Us
  • Envestnet, Inc
    Avp, Institutional Client Services Bridge Team
    Envestnet, Inc Apr 2012 - Jan 2014
    Berwyn, Pennsylvania, Us
    -Consulted with new clients on implementing the Envestnet platform to create operational efficiencies-Managed operational aspects of projects for RIA and Broker Dealer/Institutional clients-Provided on-site, email, and telephone support for clients to assist in troubleshooting issues and training employees during implementations and post-launch-Prepared internal production teams with any pertinent information about the onboarding firm to ensure that the processes and client-specific nuances are understood
  • Envestnet, Inc
    Business Process Analyst
    Envestnet, Inc Jul 2011 - May 2012
    Berwyn, Pennsylvania, Us
    -Analyzed the time dedicated to and the monetary cost of business processes for all Operations teams and brainstormed, designed, and implemented solutions that create efficiencies in daily workflows -Wrote product specifications capturing all associated business needs to present to software development teams-Served as a liaison between production teams, product managers and software engineers; ensured that technology solutions addressed all components of problematic processes
  • Envestnet, Inc
    Team Lead - Operations
    Envestnet, Inc Dec 2010 - Jul 2011
    Berwyn, Pennsylvania, Us
    -Led interviews and participated in hiring process of new employees-Trained new employees on the Envestnet platform and custodian platforms-Served as a resource for procedural issues and day-to-day questions -Quality control: reviewed reports daily and ensured that procedures were executed correctly by Operations teams
  • Envestnet, Inc
    Operations Specialist
    Envestnet, Inc Jan 2010 - Dec 2010
    Berwyn, Pennsylvania, Us
    -Performed regular maintenance on customer accounts, including research of various account issues and their sources-Served as liaison between money managers, custodians, client services, and various internal groups to ensure issues were thoroughly addressed-Answered questions and researched issues in a timely manner-Prioritized issues in an effort to maximize client satisfaction

Allie West Education Details

  • University Of Wisconsin-Madison
    University Of Wisconsin-Madison
    Economics

Frequently Asked Questions about Allie West

What company does Allie West work for?

Allie West works for Schwab Advisor Services

What is Allie West's role at the current company?

Allie West's current role is Senior Relationship Manager, Schwab Advisor Services.

What is Allie West's email address?

Allie West's email address is al****@****wab.com

What schools did Allie West attend?

Allie West attended University Of Wisconsin-Madison.

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