Allison Basile, Cfp®

Allison Basile, Cfp® Email and Phone Number

Financial Consultant at Fidelity Investments @ Fidelity Investments
boston, massachusetts, united states
Allison Basile, Cfp®'s Location
Columbus, Ohio, United States, United States
Allison Basile, Cfp®'s Contact Details

Allison Basile, Cfp® personal email

n/a
About Allison Basile, Cfp®

Licensed financial professional with a passion for customer engagement and retirement planning.

Allison Basile, Cfp®'s Current Company Details
Fidelity Investments

Fidelity Investments

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Financial Consultant at Fidelity Investments
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Allison Basile, Cfp® Work Experience Details
  • Fidelity Investments
    Financial Consultant
    Fidelity Investments May 2023 - Present
    Columbus, Ohio, United States
    View
  • Fidelity Investments
    Investment Consultant
    Fidelity Investments May 2022 - May 2023
    Columbus, Ohio, United States
    View
  • Fidelity Investments
    Planning Consultant
    Fidelity Investments Jan 2020 - May 2022
    Columbus, Ohio
    View
  • Fidelity Investments
    Relationship Manager
    Fidelity Investments Jun 2017 - Dec 2019
    Columbus, Ohio
    View
  • Fidelity Investments
    Financial Representative
    Fidelity Investments Feb 2017 - May 2017
    Columbus, Ohio
    View
  • Fidelity Investments
    Workplace Planning And Guidance Consultant Ii
    Fidelity Investments Oct 2015 - Jan 2017
    Covington, Kentucky
    Create lifetime relationships with defined contribution customers, focusing on consultative strategies for consolidation and retirement planning.
    View
  • Fidelity Investments
    Workplace Planning And Guidance Consultant
    Fidelity Investments Feb 2015 - Oct 2015
    Covington, Kentucky
    Create lifetime relationships with defined contribution customers, focusing on consultative strategies for consolidation and retirement planning.
    View
  • Fidelity Investments
    Defined Contribution Associate
    Fidelity Investments Feb 2014 - Jan 2015
    Covington, Kentucky
    Assisted defined contribution customers with transactions and general website navigationBuilt rapport and engaged with participants to form lifetime engagementExceeded metric and efficiency goals consistently
    View
  • Hickory Farms, Inc.
    Store Manager
    Hickory Farms, Inc. Sep 2013 - Dec 2013
    Managed a Holiday Market kiosk for the 2014 seasonRecruited and trained employeesWorked to meet weekly and monthly company sales goals
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  • Ruffalocody
    Supervisor
    Ruffalocody May 2011 - May 2013
    Bowling Green, Ohio
    Assisted student callers with alumni relationsRan and assessed statistics-based reportsCreated games and incentives to enhance work atmosphere
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  • The Bg News
    Public Relations Intern
    The Bg News Aug 2012 - Dec 2012
    Wrote public relations and news stories for the Bowling Green campus newspaperCreated incentives and actively engaged students in interacting with the newspaper’s social media and online counterparts
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  • Platinum Pr
    Assistant To The Client Liaison
    Platinum Pr Jan 2012 - May 2012
    Created a winning public relations campaign for The BG News on a 4-person public relations teamEstablished public relations, marketing and advertising strategies to increase readership and interest in the newspaper among students of Bowling Green State University
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  • Downtown Bowling Green
    Intern
    Downtown Bowling Green Aug 2011 - Dec 2011
    Updated website content and social media sitesAssisted with the planning and organization of events in the communityPitched ideas and plans to local businesses and acquired donations and assistance with events
  • Wgte
    Public Relations Consultant
    Wgte Aug 2011 - Dec 2011
    Created print and radio pieces for the Early Learning and Development department of the PBS affiliate of Northwest Ohio
  • Bowling Green State University
    Student Caller
    Bowling Green State University Sep 2009 - May 2011
    Called university alumni to update contact information and foster good feelings about the universityEmphasized campus areas of greatest need and answered questions regarding use of donated fundsRaised $53,000 from alumni, parents and friends of Bowling Green during this time
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Allison Basile, Cfp® Skills

Fundraising Social Media Web Content Time Management Journalism Ap Style Marketing Strategy Alumni Relations Annual Giving Focus Groups

Allison Basile, Cfp® Education Details

Frequently Asked Questions about Allison Basile, Cfp®

What company does Allison Basile, Cfp® work for?

Allison Basile, Cfp® works for Fidelity Investments

What is Allison Basile, Cfp®'s role at the current company?

Allison Basile, Cfp®'s current role is Financial Consultant at Fidelity Investments.

What is Allison Basile, Cfp®'s email address?

Allison Basile, Cfp®'s email address is ab****@****gsu.edu

What schools did Allison Basile, Cfp® attend?

Allison Basile, Cfp® attended Bowling Green State University, Big Walnut High School.

What skills is Allison Basile, Cfp® known for?

Allison Basile, Cfp® has skills like Fundraising, Social Media, Web Content, Time Management, Journalism, Ap Style, Marketing Strategy, Alumni Relations, Annual Giving, Focus Groups.

Who are Allison Basile, Cfp®'s colleagues?

Allison Basile, Cfp®'s colleagues are Matt Hickey, Mba, Barry Schweitzer, Daniel Chraska, Raúl Coronado, Tiffany Chadwick, Bidhan Roy, Hannon Thorn.

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