Allison Han
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Allison Han Email & Phone Number

Location: San Francisco Bay Area, United States, United States 6 work roles 3 schools
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Role
Analyst
Location
San Francisco Bay Area, United States, United States
Company size

Who is Allison Han? Overview

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Quick answer

Allison Han is listed as Analyst at Financial Technology Partners / FT Partners, a company with 8 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Allison Han.

Allison Han previously worked as Investment Analyst at Channel Wealth and Portfolio Manager at Deans Investment Group. Allison Han holds Economics, Statistical Science, Senior from Uc Santa Barbara.

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Email format at Financial Technology Partners / FT Partners

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Financial Technology Partners / FT Partners

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Profile bio

About Allison Han

A fourth year Economics and Statistical Science student at the University of California, Santa Barbara. I am passionate about the world of finance concurrently pursuing both my Strategic Investment certificate and Technology Management certificate.

Current workplace

Allison Han's current company

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Financial Technology Partners / FT Partners
Financial Technology Partners / Ft Partners
Analyst
California, United States
Employees
8
AeroLeads page
6 roles

Allison Han work experience

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

Investment Analyst

Current

Santa Barbara, California, United States

Sep 2024 - Present

Portfolio Manager

Current
Deans Investment Group

UC Santa Barbara

- One of 10 undergraduate students selected through a rigorous application process to manage UCSB's endowment fund with over $350,000 AUM.

Apr 2024 - Present

Business Associate Intern

San Francisco, California, United States

Apr 2024 - Sep 2024

Consultant

Santa Barbara, California, United States

-Selected as core member of the Consulting/Bounty branch.-Operates with autonomous branches to collaborate on various projects and events.-Contributes to Chainlink's Hackathon, Constellation.-Conduct research analyzing market responses to security breaches in Blockchain technology.

Sep 2023 - Jun 2024

Lead Acquisition And Financial Intern

San Francisco Bay Area

-Spearheaded client onboarding elevating membership within a four month period. Conducted a comprehensive audit of company expenses for the previous year, delivering concise findings and insights to executive.-Collaborated directly with CEO to optimize operations and perform data analysis using tools such as Airtable and Excel.

May 2022 - Sep 2023
Team & coworkers

Colleagues at Financial Technology Partners / FT Partners

Other employees you can reach at channelwealth.com. View company contacts for 8 employees →

3 education records

Allison Han education

Economics, Statistical Science, Senior

Activities and Societies: Strategic Investment Program, Technology Management Program, Deans Investment Group, UCSB Investment Connection.

Education record

Acalanes High School
FAQ

Frequently asked questions about Allison Han

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

What company does Allison Han work for?

Allison Han works for Financial Technology Partners / FT Partners.

What is Allison Han's role at Financial Technology Partners / FT Partners?

Allison Han is listed as Analyst at Financial Technology Partners / FT Partners.

Where is Allison Han based?

Allison Han is based in San Francisco Bay Area, United States, United States while working with Financial Technology Partners / FT Partners.

What companies has Allison Han worked for?

Allison Han has worked for Financial Technology Partners / Ft Partners, Channel Wealth, Deans Investment Group, Dodge & Cox, and Blockchain @ Ucsb.

Who are Allison Han's colleagues at Financial Technology Partners / FT Partners?

Allison Han's colleagues at Financial Technology Partners / FT Partners include Maxwell Phillips, Chris Snowden, and Justin Anderson, Cfp®.

How can I contact Allison Han?

You can use AeroLeads to view verified contact signals for Allison Han at Financial Technology Partners / FT Partners, including work email, phone, and LinkedIn data when available.

What schools did Allison Han attend?

Allison Han holds Economics, Statistical Science, Senior from Uc Santa Barbara.

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