Allison Findley Email & Phone Number

Waco, TX, US

Waco, Texas, United States

Greet clients as they walk in the door and address their immediate needs.Answered phones to direct clients and answer any questions they may have.Grew strong customer relationships through phone calls, letters, and face to face interactions.

Waco, Texas, United States

• Created and managed profiles in Ignite with over 25,000 suppliers, inputting tax, bank, and contact information such as W-9 forms in order to compensate vendors
• Received and verified ACH data, obtaining sensitive information from clients over the phone to prevent fraudulent activity and to maintain integrity of client data

Advertised study abroad to prospective students and highlighting the benefits of international learning. Met with students one on one to assist them in discerning if, when, where, and how they should study abroad.

Waco, TX

• Planned and facilitated 1.5-hour review sessions twice a week, hosting own office hours and attending course lecture increasing curriculum retention
• Built connections with students, helping them to engage with the material and enhance their learning through participation and discussion in material

San Diego, California, United States

• Supported team members with gathering and organizing planning data to best prepare over 300 clients for retirement and saving
• Conducted market research and sent out daily reports on financial trends
• Gained hands on experience with different financial tools including Morningstar, Bloomberg, and Monte Carlo