Head, Research Products And Services
Current
Sep 2022 - Present
AeroLeads people directory · profile
Allison Adams Email & Phone Number
Head, Research Products & Services at CFA Institute
at
CFA Institute
1 work email found
@cfainstitute.org
4 phones found area 631 and 212
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Head, Research Products & Services at CFA Institute
Location
New York, New York, United States
Company size
Who is Allison Adams? Overview
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Quick answer
Allison Adams is listed as Head, Research Products & Services at CFA Institute at CFA Institute, a company with 2106 employees, based in New York, New York, United States. AeroLeads shows a work email signal at cfainstitute.org, phone signal with area code 631, 212, and a matched LinkedIn profile for Allison Adams.
Allison Adams previously worked as Head, Research Products and Services at Cfa Institute and Senior Director at Cfa Institute.
Company email context
Email format at CFA Institute
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{first}.{last}@cfainstitute.org
89% confidence
AeroLeads found 1 current-domain work email signal for Allison Adams. Compare company email patterns before reaching out.
Profile bio
About Allison Adams
Financial services executive with over 20 years experience committed to a standard of excellence always putting the client or member experience first. Specialties: Distilling Complex Financial Content to Digestible Strategies, Networking, User Experience, Marketing, Content Marketing, Global Markets, Financial Services, Data Driven Strategies, Managing a Successful Product Line, Financial Services, Digital Media, Content Monetization, Digital Revenue, Digital Product Development, Working with Offshore Vendors, Negotiating, P&L management. Presenting Digital Content Monetization Strategies.Areas of focus: Asset Management, Retirement Research, Wealth Management.
Listed skills include Publishing, Digital Media, Online Publishing, Management, and 38 others.
Current workplace
Allison Adams's current company
Company context helps verify the profile and gives searchers a useful next step.
Cfa Institute
8 roles · 29 years
Allison Adams work experience
A career timeline built from the work history available for this profile.
Senior Director
The mission of CFA Institute is served by generating value for core investment management professionals and engaging with the core investment management industry to advance ethics, market integrity, and professional standards of practice, which collectively contributes value to society.
Jun 2021 - Aug 2022
Chief Marketing & Operations Officer
Training & Consulting Consortium "TCC" hosts a diverse network platform for independent subject matter experts "SME's" to share their eXpertise with learners at top financial institutions. Once accepted to the platform, a business marketplace; SME's can earn the professional designation of XP3RT. XP3RT's are able to market themselves to some of the world's.
Jan 2019 - Jun 2021
Chief Subscription Officer
SourceMedia is a diversified business-to-business digital media, marketing services, research and event company serving senior professionals in the financial, technology, and healthcare sectors. Brands include: American Banker, On Wall Street, The Bond Buyer, Financial Planning, Mergers & Acquisitions, Accounting Today, Health Data Management and Employee.
Nov 2017 - Nov 2018
Head
Head, Content Engagement & Publishing. Leading the content engagement strategy, content marketing and content publishing for CFA Institute globally for the membership and brand awareness. Including marketing for Member Services, Standards & Advocacy.
Jul 2015 - Nov 2017
Managing Director
Group Publisher of Institutional Investor Journals (1999 - 2015) and Institutional Investor Intelligence (2009-2012). Launched The Journal of Retirement, IIJournals.com, The Journal of Portfolio Management China Edition, The Journal of Trading, The Journal of Index Investing and Practical Applications of Institutional Investor Journals. Led, managed and.
Feb 1999 - Jun 2015
1997 - 1998
~1 yr
Loan Sales Desk
Par loan trading desk, leveraged finance group, started in operations, loan administration.
Oct 1995 - Sep 1997
Team & coworkers
Colleagues at CFA Institute
Other employees you can reach at cfainstitute.org. View company contacts for 2106 employees →
JA
Jalen Anderson
Colleague at Cfa InstituteHamden, Connecticut, United States, United States
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BM
Barbara Marnitz
Colleague at Cfa InstituteCologne, North Rhine-Westphalia, Germany, Germany
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MJ
Mrinal Jaiswal
Colleague at Cfa InstituteGurugram, Haryana, India, India
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CV
Carla Van-Dunem
Colleague at Cfa InstituteAngola, Angola
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AY
Ahmad Yar
Colleague at Cfa InstitutePakistan, Pakistan
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MP
Marie Penkerc'H
Colleague at Cfa InstituteUnited States, United States
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CQ
Carlos Quintana
Colleague at Cfa InstituteTorreón, Coahuila, Mexico, Mexico
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AT
Ahmad Tamhidi
Colleague at Cfa InstituteTehran, Tehran Province, Iran, Iran, Islamic Republic Of
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YY
Yushuo Yang, Ph.D., Cfa, Frm
Colleague at Cfa InstituteNew York, New York, United States, United States
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AQ
An Qi Liu
Colleague at Cfa InstituteZug, Zug, Switzerland, Switzerland
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Jalen Anderson
Colleague at Cfa InstituteHamden, Connecticut, United States, United States
View →
BM
Barbara Marnitz
Colleague at Cfa InstituteCologne, North Rhine-Westphalia, Germany, Germany
View →
MJ
Mrinal Jaiswal
Colleague at Cfa InstituteGurugram, Haryana, India, India
View →
CV
Carla Van-Dunem
Colleague at Cfa InstituteAngola, Angola
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AY
Ahmad Yar
Colleague at Cfa InstitutePakistan, Pakistan
View →
MP
Marie Penkerc'H
Colleague at Cfa InstituteUnited States, United States
View →
CQ
Carlos Quintana
Colleague at Cfa InstituteTorreón, Coahuila, Mexico, Mexico
View →
AT
Ahmad Tamhidi
Colleague at Cfa InstituteTehran, Tehran Province, Iran, Iran, Islamic Republic Of
View →
YY
Yushuo Yang, Ph.D., Cfa, Frm
Colleague at Cfa InstituteNew York, New York, United States, United States
View →
AQ
An Qi Liu
Colleague at Cfa InstituteZug, Zug, Switzerland, Switzerland
View →
FAQ
Frequently asked questions about Allison Adams
Quick answers generated from the profile data available on this page.
What company does Allison Adams work for?
Allison Adams works for CFA Institute.
What is Allison Adams's role at CFA Institute?
Allison Adams is listed as Head, Research Products & Services at CFA Institute at CFA Institute.
What is Allison Adams's email address?
AeroLeads has found 1 work email signal at @cfainstitute.org for Allison Adams at CFA Institute.
What is Allison Adams's phone number?
AeroLeads has found 4 phone signal(s) with area code 631, 212 for Allison Adams at CFA Institute.
Where is Allison Adams based?
Allison Adams is based in New York, New York, United States while working with CFA Institute.
What companies has Allison Adams worked for?
Allison Adams has worked for Cfa Institute, Training And Consulting Consortium, Llc, Sourcemedia, Euromoney Institutional Investor, and Bear Stearns & Co..
Who are Allison Adams's colleagues at CFA Institute?
Allison Adams's colleagues at CFA Institute include Jalen Anderson, Barbara Marnitz, Mrinal Jaiswal, Carla Van-Dunem, and Ahmad Yar.
How can I contact Allison Adams?
You can use AeroLeads to view verified contact signals for Allison Adams at CFA Institute, including work email, phone, and LinkedIn data when available.
What skills is Allison Adams known for?
Allison Adams is listed with skills including Publishing, Digital Media, Online Publishing, Management, Investments, Portfolio Management, Leadership, and Asset Management.
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