Allison Fleck

Allison Fleck Email and Phone Number

Helping Financial Advisors explore their next opportunity at Janney @ Janney Montgomery Scott LLC
philadelphia, pennsylvania, united states
Allison Fleck's Location
United States, United States
Allison Fleck's Contact Details
About Allison Fleck

I am your ambassador. If you receive a call from me, it’s because you’ve caught the attention of a firm focused on providing an advisor-centric culture to help you best serve your clients and run your practice.I want to know what makes you unique and connect you with the team at Janney Montgomery Scott who want to help you succeed. Janney Montgomery Scott is a full-service wealth management firm, capital markets, and asset management firm with a nearly 200-year history of financial strength and stability. Learn more about us at www.MovetoJanney.com.For successful Financial Advisors looking to write the next chapter in their career, I’m here to connect you with your next opportunity at Janney. Learn more about the leaders behind Janney’s Florida Region by visiting www.JanneyFlorida.comMy name is Allison and I look forward to speaking with you.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Allison Fleck's Current Company Details
Janney Montgomery Scott LLC

Janney Montgomery Scott Llc

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Helping Financial Advisors explore their next opportunity at Janney
philadelphia, pennsylvania, united states
Website:
janney.com
Employees:
2171
Allison Fleck Work Experience Details
  • Janney Montgomery Scott Llc
    Regional Recruiting Coordinator
    Janney Montgomery Scott Llc Dec 2023 - Present
    Florida, United States
    If you get a call from Janney, it is not random. Rather, it is a personal invitation to meet with one of the 7 Branch Managers in and around the state of Florida. Janney is the "Bentley" of the Financial Industry. The finest and the best Advisors who treat their clients with white glove service, have a clean record and a great reputation are the men and women I am privileged to contact. I look forward to speaking with you!
  • Janney Montgomery Scott Llc
    Assistant To The Regional Manager
    Janney Montgomery Scott Llc Dec 2023 - Jun 2024
    Florida, United States
  • Allison Realty, Llc
    Broker Owner- Allison Realty, Llc
    Allison Realty, Llc Jan 2019 - Present
    Surfside, Florida, United States
    A licensed Broker in FL, NY & NJ. I work for our family and manage our personal investment properties.
  • Keller Williams Hudson Valley Realty
    Director Of Sales The Linda Fernandez Team
    Keller Williams Hudson Valley Realty Sep 2020 - Dec 2022
    New City, New York, United States
    Honored to be working with the #1 Agent in Rockland County New York. Linda Fernandez has been the #1 agent in Rockland year over year and has closed 65 properties thus far this year. Linda is well respected and highly regarded in the real estate industry as a true professional and a woman who never stops working and never stops growing. All Rainmakers need a right hand and that's me. My Brokers licenses in NY, NJ & FL plus all my experience in Sales, Training, Management, Construction, Achitecture, Finance, Accounting, Marketing and of course sourcing business on the phones has put me in a perfect position to reach my potential while helping others to reach theirs.
  • Hillstone Restaurant Group
    Maitre D'
    Hillstone Restaurant Group Jan 2019 - Mar 2020
    Bal Harbour Florida
    Energy, poise and an elevated sense of style are required of each Hillstone Employee. After an intensive 8 interview process, I am delighted to be a part of this wonderful team of professionals. Their high standards for service do not include compromise. It is an honor to work for this company welcoming guests and assuring their visit with our establishment is a consistently wonderful and satisfying experience.
  • Keller Williams Realty The Jason Kapit Group
    Broker Associate
    Keller Williams Realty The Jason Kapit Group Nov 2017 - Jul 2019
    Coral Springs, Florida
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Jan 2018 - Aug 2018
    Sunrise Florida
  • The Jason Kapit Group At Ewm Realty International
    Real Estate Broker Associate
    The Jason Kapit Group At Ewm Realty International Dec 2016 - Nov 2017
    Miami/Fort Lauderdale Area
    Allison is a professional Real Estate Broker-Salesperson retaining a Real Estate Brokers license in FL, NY & NJ. Allison began her Real Estate career in Princeton, NJ in 2003. Her interests and strengths are to promote a mixture of Historic Properties, Quality Architecture and Elegant Homes. Allison maintains an outstanding track record of successful transactions in both re-sale and new home sales. Added to her professional background and skill sets includes a 12-year track record within the financial services industry on Wall Street in sales and trading for some of the most prestigious institutional clients.Allison was Vice Chairman and Recording Secretary for 8 years on the Holmdel, NJ Zoning Board and has now been appointed to the Plantation Planning & Zoning Board.Allison is married to William Fleck a licensed architect in NY & NJ and a Florida certified General Contractor who builds all types of properties from single family homes to skyscrapers. The Flecks have 3 children and residences in Upper Grandview, NY, Surfside, FL and Andes, NY.Allison contributes a unique blend of expertise in Real Estate, Architecture, Quality Construction, Sales-Marketing and Finance to our team.Allison believes that Sales is a combination of listening, understanding and processing a buyer’s or seller’s goals and expectations to better communicate to the customer the benefits and desired results of their decision. Allison will communicate in full detail the history of any property and its amenities as well as the inspiration of the Property Developer and/or Owner. In addition, Allison has an exceptional ability to walk customers through all the details of Contracts, Inspections, Financing and the Legalities of a purchase or sale. Allison provides exceptional customer service with constant communication. These character qualities have led her to the Top Tier EWM Realty Company and the Superior Jason Kapit Team where she continues to contribute tremendous value.
  • Edgewood Properties, Inc.
    Sales Manager- New Home Sales
    Edgewood Properties, Inc. Sep 2014 - Oct 2015
    Hamilton, Nj & Piscataway, Nj
    The Villas at Fairway, Piscataway, NJ Selling Brand New Town Homes and Condominiums.Touring property, showing models, writing contracts, daily correspondence and follow up.Responsible for managing and operating Top Builder contact program. Developing relationships with existing residents as well as welcoming new ones to the community and walking them through the purchasing process. Providing professional customer service. Allison sold out this community.The Crossings at Hamilton Station, Hamilton, NJNew community comprised of Town Homes and Condominiums. Responsiblefor showing models, writing contracts, processing selections, correspondence, developing relationships with existing residents as well as welcoming new ones to the community and walking them through the purchasing process.
  • Heritage House Sotheby'S International Realty
    Broker-Salesperson - Million Dollar Producer
    Heritage House Sotheby'S International Realty May 2007 - Aug 2014
    4 South Holmdel Road Holmdel, Nj 07733
    Buyers agent specializing in residential properties covering all of Monmouth and Ocean Counties. The unique, the unusual, the discriminating buyer. Servicing the needs of those who appreciate architectural integrity, quality construction and the mathematics of investing in real estate.
  • Coldwell Banker
    Real Estate Salesperson - Million Dollar Producer
    Coldwell Banker 2004 - 2007
    Holmdel Road Holmdel, Nj 07733
    Residentail Specialist covering all of Monmouth and Ocean Counties. Successful track record in lead conversion. 100% satisfied clientele.
  • Century 21 Carnegie Realty Corp.
    Real Estate Sales Associate - Million Dollar Producer
    Century 21 Carnegie Realty Corp. 2003 - 2004
    Alexander Road Princeton, Nj 08540
    Landed multiple properfy listing with major developer third month in business, award winner for gross closed $3million. Listings range from $350,000-$ 1 ,200,000. Great rapport builder
  • Robb Peck Mccooey Corporation
    Retail - Institutional Trader
    Robb Peck Mccooey Corporation 1991 - 1992
    Wall Street New York City
    Trade stocks on all exchanges - syndicate issues coordinator - converse 50 - 100 times a day with clients; trade clients, positions in/out on immediate response; maintain "float" of none-payments to ZERO; satisfy customers 100%.
  • Adler Coleman & Company, Inc.
    Retail - Institutional Trader
    Adler Coleman & Company, Inc. 1988 - 1991
    Wall Street New York City
    Develop new business via references from loyal following of twenty-two clients and cold calls - doubled production to over $400,000 in one year for this specialist brokerage house - doubled net worth of clients to over $10,000,000.
  • Muriel Siebert & Co., Inc.
    Retail - Institutional Trader
    Muriel Siebert & Co., Inc. 1986 - 1987
    Wall Street New York City
    Established client base of sixty VIP (large retail) accounts - culled through high-net worth computer listing of open accounts - cold called to establish professional execution of their needs - produced $750,000 - catered to demanding clientele - launched retail department - built reputation with customers - expedited flow of orders
  • T. J. Sullivan & Company, Inc.
    Trader - Administrative Assistant To President
    T. J. Sullivan & Company, Inc. 1984 - 1986
    Wall Street New York City
    Traded for Exxon Treasurer - expedited $800,000 a day buyback program - for three-person institutional brokerage - turned company around from $2,000,000 debt to $2,000,000 profit - handled books, relocated offices.
  • Edward A. Viner And Company
    Trading Assistant - Otc
    Edward A. Viner And Company 1982 - 1984
    Wall Street New York City
    Tracked/wrote tickets on 350 stocks for 3 OTC traders - balanced books at institutional brokerage.
  • Lehman Brothers Kuhn Loeb
    Trading Assistant
    Lehman Brothers Kuhn Loeb 1981 - 1982
    Wall Street New York City
    Supported Commercial Paper traders - coordinated sales - trading force and cage operations - analyzed daily trading - trained new personnel - promoted from Sales Assistant to support four account executives.
  • Shearson Loeb Rhodes
    Operations - Trader
    Shearson Loeb Rhodes 1980 - 1981
    Wall Street New York City
    Traded MITFs on secondary issue desk - prornoted from cashier in branch cage.

Allison Fleck Skills

Real Estate Single Family Homes Residential Homes Investments Sales Listings Sellers Buyers First Time Home Buyers Condos Townhomes Buyer Representation Short Sales New Home Sales Referrals Foreclosures Relocation Investment Properties Investors

Allison Fleck Education Details

  • Dale Carnegie Institute - New York
    Dale Carnegie Institute - New York
    Sales/Marketing
  • Gold Coast  Professional School
    Gold Coast Professional School
    Licensed
  • Florida Real Estate School
    Florida Real Estate School
    Florida Brokers License
  • New York State Real Estate School
    New York State Real Estate School
    Real Estate- Broker License
  • New Jersey State Real Estate School
    New Jersey State Real Estate School
    Real Estate Agent License
  • Floyd Wickman Sales Training
    Floyd Wickman Sales Training
    Sweat Hogs Graduate
  • New Jersey State Real Estate School
    New Jersey State Real Estate School
    Real Estate Broker License

Frequently Asked Questions about Allison Fleck

What company does Allison Fleck work for?

Allison Fleck works for Janney Montgomery Scott Llc

What is Allison Fleck's role at the current company?

Allison Fleck's current role is Helping Financial Advisors explore their next opportunity at Janney.

What is Allison Fleck's email address?

Allison Fleck's email address is allisonfleck@kw.com

What schools did Allison Fleck attend?

Allison Fleck attended Dale Carnegie Institute - New York, Gold Coast Professional School, Florida Real Estate School, New York State Real Estate School, New Jersey State Real Estate School, Floyd Wickman Sales Training, New Jersey State Real Estate School.

What skills is Allison Fleck known for?

Allison Fleck has skills like Real Estate, Single Family Homes, Residential Homes, Investments, Sales, Listings, Sellers, Buyers, First Time Home Buyers, Condos, Townhomes, Buyer Representation.

Who are Allison Fleck's colleagues?

Allison Fleck's colleagues are Danielle Bartkus, Sander Wilson, Jamie Jones, Rcc™, Richard Avallon, John Morris, Kent Ganzert, Michael J. Halloran, Cfa.

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