Allison Simulis
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Allison Simulis Email & Phone Number

Client Advisory Associate at Pathstone at Pathstone
Location: United States, United States, United States 4 work roles 3 schools
1 work email found @nantucketyachtclub.org LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email a****@nantucketyachtclub.org
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Pathstone
Role
Client Advisory Associate at Pathstone
Location
United States, United States, United States
Company size
174 employees

Who is Allison Simulis? Overview

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Quick answer

Allison Simulis is listed as Client Advisory Associate at Pathstone at Pathstone, a company with 174 employees, based in United States, United States, United States. AeroLeads shows a work email signal at nantucketyachtclub.org and a matched LinkedIn profile for Allison Simulis.

Allison Simulis previously worked as Associate at Pathstone and Teaching Assistant for SCH-MGMT 191T and 192T at Isenberg School Of Management, Umass Amherst. Allison Simulis holds Bachelor Of Business Administration - Bba, Finance from Isenberg School Of Management, Umass Amherst.

Company email context

Email format at Pathstone

This section adds company-level context without repeating Allison Simulis's masked contact details.

{first}@nantucketyachtclub.org
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AeroLeads found 1 current-domain work email signal for Allison Simulis. Compare company email patterns before reaching out.

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Profile bio

About Allison Simulis

I have recently graduated from the Isenberg School of Management at UMass Amherst with a Bachelor of Business Administration in Finance.Thank you for visiting my LinkedIn profile and feel free to connect with me!Input | Futuristic | Empathy | Intellection | Restorative

Current workplace

Allison Simulis's current company

Company context helps verify the profile and gives searchers a useful next step.

Pathstone
Pathstone
Client Advisory Associate at Pathstone
boston, massachusetts, united states
Website
pathstone.com
Employees
174
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Company profile
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4 roles

Allison Simulis work experience

A career timeline built from the work history available for this profile.

Associate

Current
Pathstone

Boston, Massachusetts, United States

Jul 2024 - Present

Teaching Assistant For Sch-Mgmt 191T And 192T

Isenberg School Of Management, Umass Amherst

Amherst, Massachusetts, United States

  • Led a weekly first-year seminar of 18 students and utilized interactive teaching techniques to foster active participation in class discussion
  • Implemented the course curriculum effectively and provided additional academic support to students in need
  • Cultivated a classroom atmosphere where empathy and mutual respect were the founding principles, creating a safe and inclusive environment for freshman students
Sep 2023 - May 2024

Asset & Wealth Management Summer Analyst

Goldman Sachs

Albany, New York Metropolitan Area

  • Facilitated client onboardings by leveraging firm database to streamline client partnership
  • Collaborated with fellow interns to identify inefficiencies and develop data-driven solutions to present to senior leadership to maximize profitability
  • Processed annuity applications and associated documents daily to support high volumes
  • Reviewed and updated existing team procedures for accuracy and usability to prepare for internal audits
Jun 2023 - Aug 2023

Server

Nantucket Yacht Club

Nantucket, Massachusetts, United States

  • Enhanced member dining experience by using attention to detail and building personable relationships with members to provide tailored service
  • Trained two new employees to be in accordance with the club’s standards for service within four shifts
  • Completed Massachusetts TIPS certification and learned how to operate POS system to submit orders
Jun 2021 - Sep 2021
Team & coworkers

Colleagues at Pathstone

Other employees you can reach at pathstone.com. View company contacts for 174 employees →

SK Sarah Keating, Candidate For Cfp® Certification Sarah Keating, Candidate For Cfp® Certification Colleague at Pathstone Los Angeles Metropolitan Area, United States View → JH Jeff Henderson Jeff Henderson Colleague at Pathstone Atlanta, Georgia, United States, United States View → TF Trevor Foehr Trevor Foehr Colleague at Pathstone San Francisco Bay Area, United States View → AR Ah-Quell Ramirez Ah-Quell Ramirez Colleague at Pathstone Newark, New Jersey, United States, United States View → JC Jeremy Connerton Jeremy Connerton Colleague at Pathstone Washington, District Of Columbia, United States, United States View → BS Brittany Stein Brittany Stein Colleague at Pathstone Atlanta, Georgia, United States, United States View → TD Timothy Devlin Timothy Devlin Colleague at Pathstone Uxbridge, Massachusetts, United States, United States View → AH Adam Harrison Adam Harrison Colleague at Pathstone Fort Worth, Texas, United States, United States View → DS Duniya Syed Duniya Syed Colleague at Pathstone Los Angeles, California, United States, United States View → CC Colby Chrismon, Cpa Colby Chrismon, Cpa Colleague at Pathstone Oklahoma City Metropolitan Area, United States View →
3 education records

Allison Simulis education

Bachelor Of Business Administration - Bba, Finance

Isenberg School Of Management, Umass Amherst

Activities and Societies: Chi Omega Fraternity, Isenberg Women in BusinessBBA in Finance (Cum Laude) & Business Analytics Certificate

Education record

Istituto Lorenzo De'​ Medici

Semester abroad in Florence, Italy. Coursework completed in Italian Language & Culture, Business Management, Wine Business & Marketing.

Education record

Haverhill High School
FAQ

Frequently asked questions about Allison Simulis

Quick answers generated from the profile data available on this page.

What company does Allison Simulis work for?

Allison Simulis works for Pathstone.

What is Allison Simulis's role at Pathstone?

Allison Simulis is listed as Client Advisory Associate at Pathstone at Pathstone.

What is Allison Simulis's email address?

AeroLeads has found 1 work email signal at @nantucketyachtclub.org for Allison Simulis at Pathstone.

Where is Allison Simulis based?

Allison Simulis is based in United States, United States, United States while working with Pathstone.

What companies has Allison Simulis worked for?

Allison Simulis has worked for Pathstone, Isenberg School Of Management, Umass Amherst, Goldman Sachs, and Nantucket Yacht Club.

Who are Allison Simulis's colleagues at Pathstone?

Allison Simulis's colleagues at Pathstone include Sarah Keating, Candidate For Cfp® Certification, Jeff Henderson, Trevor Foehr, Ah-Quell Ramirez, and Jeremy Connerton.

How can I contact Allison Simulis?

You can use AeroLeads to view verified contact signals for Allison Simulis at Pathstone, including work email, phone, and LinkedIn data when available.

What schools did Allison Simulis attend?

Allison Simulis holds Bachelor Of Business Administration - Bba, Finance from Isenberg School Of Management, Umass Amherst.

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