Ann Mallison
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Ann Mallison Email & Phone Number

Wealth Counselor @ Abundance Wealth Counselors, LLC | Licensed Attorney, Accredited Investment Fiduciary at Abundance Wealth Counselors, LLC
Location: State College-Dubois Area, United States 13 work roles 5 schools
1 work email found @abundancellc.com 4 phones found area 814 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email a****@abundancellc.com
Direct phone (814) ***-****
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Role
Wealth Counselor @ Abundance Wealth Counselors, LLC | Licensed Attorney, Accredited Investment Fiduciary
Location
State College-Dubois Area, United States
Company size

Who is Ann Mallison? Overview

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Quick answer

Ann Mallison is listed as Wealth Counselor @ Abundance Wealth Counselors, LLC | Licensed Attorney, Accredited Investment Fiduciary at Abundance Wealth Counselors, LLC, a with 18 employees, based in State College-Dubois Area, United States. AeroLeads shows a work email signal at abundancellc.com, phone signal with area code 814, and a matched LinkedIn profile for Ann Mallison.

Ann Mallison previously worked as Wealth Counselor at Abundance Wealth Counselors, Llc and Interim Director of Student Services at Penn State Law. Ann Mallison holds Doctor Of Law (J.D.) from Penn State Law.

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Email format at Abundance Wealth Counselors, LLC

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{first_initial}{last}@abundancellc.com
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Profile bio

About Ann Mallison

At Abundance Wealth Counselors, LLC, our team supports clients in achieving financial prosperity by offering comprehensive planning and investment strategies. With my licensure as an attorney in Pennsylvania and Accredited Investment Fiduciary certification, I bring a unique blend of legal acumen and ethical investment oversight to the wealth management process.My role centers on crafting tailored solutions for private wealth, retirement plans, and captive insurance. Utilizing skills in social networking, I contribute to our company’s growth by fostering strong client relationships and enhancing our firm’s visibility within the industry. Our commitment to clients extends beyond financial gains, encompassing their overall well-being and legacy.

Listed skills include Leadership, Social Networking, Social Media, Public Speaking, and 28 others.

Current workplace

Ann Mallison's current company

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Abundance Wealth Counselors, LLC
Abundance Wealth Counselors, Llc
Wealth Counselor @ Abundance Wealth Counselors, LLC | Licensed Attorney, Accredited Investment Fiduciary
state college, pennsylvania, united states
Employees
18
AeroLeads page
13 roles

Ann Mallison work experience

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

Wealth Counselor

Current

State College, Pennsylvania Area

At Abundance, I leverage my extensive expertise to assist clients with financial planning, investments, retirement plans, captive insurance, and private wealth management. As a licensed attorney in Pennsylvania and an Accredited Investment Fiduciary, I am dedicated to providing comprehensive and tailored financial solutions.

Nov 2019 - Present

Interim Director Of Student Services

University Park, Pa

Part-time, temporary position providing leadership and direction to student organizations to facilitate efficient and successful events, programming, wellness, and diversity. Providing counseling and outreach services to a diverse population of students to enhance their personal and academic success, including addressing student-related, personal and professional issues.

Sep 2019 - Oct 2019

International Agreements Specialist - Global Programs

University Park, Pa

Part-time, temporary position drafting and reviewing proposed international agreements between Penn State and potential international partners for adherence to University policies and compliance with applicable laws and regulations. Conducted a business process analysis to understanding the internal agreement process and recommending improvements to optimize the efficiency and effectiveness of the department.

Mar 2019 - Jun 2019

Research Assistant For Professor Anne Toomey Mckenna

Carlisle, Pa

Created content and edited cyber law lessons for a National Cybersecurity Curriculum Program concerning Cyber Operations Law and Policy, specifically in the areas of privacy, cyber systems and operations, federal and state cyber regulations, constitutional foundations for cyber law, and common law. Researched and drafted an initial rough draft on the Cloud Act for eventual incorporation in the Wiretapping and Eavesdropping Treatise by Fishman and McKenna.

May 2018 - Aug 2018

Office Of General Counsel Extern

University Park, Pa

Researched and wrote summaries on new and developing cases or topics pertaining to the legal affairs of The Pennsylvania State University. Areas of research included Title IX, faculty sanctions, trademark infringement, bankruptcy, tenure issues, student organization designations, PA liquor laws, employment law, consensual relationship policies, independent contractor agreements, derivative actions, fiduciary duties, and bad faith insurance claims.

Jan 2018 - May 2018

Entrepreneur Assistance Clinic Summer Intern

University Park, Pa

Assisted start-up entity founders with choice of entity decisions, entity formation, founder and initial investor agreements, shareholder agreements, intellectual property protection, real estate leasing and, operating agreements, employee management and compliance with regulatory requirements.

May 2017 - Jul 2017

Director Of Student Services For The Penn State Smeal Mba Program

University Park, Pa

Coordinate the development and implementation of student services and programs for resident MBA students. Advise and counsel current students and graduate student organizations. Manage the social media strategy and alumni relations for the Penn State Smeal MBA Program.

Jul 2015 - Jul 2016

Associate Director Of Admissions

The Penn State Smeal Mba Program - University Park, Pa

Formulate and implement the Smeal MBA Program’s social media marketing strategy. Create content for Social Media and advertising. Evaluate, interview and collaborate on the admissions decisions of MBA applicants each year. Recruit MBA candidates to apply, enroll and matriculate into the Penn State Smeal MBA Program. Direct the Alumni Outreach and Alumni Relations for Admissions.

Oct 2013 - Jun 2015

Mba Senior Admissions Adviser

Smeal College Of Business Mba Program

Evaluate, interview and collaborate on the admissions decisions of MBA applicants each year. Formulate and implement the Smeal MBA Program’s social media marketing strategy. Create content for Social Media and advertising. Direct the Alumni Outreach and Alumni Relations for Admissions.

Dec 2006 - Sep 2013

Interim Mba Career Services Adviser

Penn State Smeal Mba Program

Advised MBA students on career paths, resume reviews and mock interviews. Conducted training sessions related to "Using Social Media in Your Job Search." Revised pre-MBA Career Strategy documents. Planned and executed a week long "Career Immersion" for 80 students, including speakers and logistics.

Jan 2011 - Dec 2011

Account Coordinator (Part-Time)

Utilivision

Convert digital billing into readable files for data input.

Jun 2002 - Dec 2012

Financial Analyst

• Forecasted and analyzed monthly expenses and variances for three regions of a national health care segment valued at $10 million dollars• Created savings of over $1 million dollars by researching supplies expenses, asset recording and depreciation of equipment

Sep 1999 - Aug 2000

Financial Analyst

• Developed, analyzed and presented monthly financial reports for multiple government contracts valued over $8 million dollars• Led pricing proposal on a $1 million dollar government contract extension project• Participated in the Financial Leadership Development Program

Jun 1998 - Jun 1999
Team & coworkers

Colleagues at Abundance Wealth Counselors, LLC

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5 education records

Ann Mallison education

Doctor Of Law (J.D.)

Activities and Societies: Corporate Law Society, Phi Delta Phi, Women's Law Caucus, Penn State Commission for Women

Mba, Finance & Strategy

Activities and Societies: MBA Women's Association, PSEN, Finance Association, Philanthropy Chair

Education record

Elk County Catholic High School
FAQ

Frequently asked questions about Ann Mallison

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What company does Ann Mallison work for?

Ann Mallison works for Abundance Wealth Counselors, LLC.

What is Ann Mallison's role at Abundance Wealth Counselors, LLC?

Ann Mallison is listed as Wealth Counselor @ Abundance Wealth Counselors, LLC | Licensed Attorney, Accredited Investment Fiduciary at Abundance Wealth Counselors, LLC.

What is Ann Mallison's email address?

AeroLeads has found 1 work email signal at @abundancellc.com for Ann Mallison at Abundance Wealth Counselors, LLC.

What is Ann Mallison's phone number?

AeroLeads has found 4 phone signal(s) with area code 814 for Ann Mallison at Abundance Wealth Counselors, LLC.

Where is Ann Mallison based?

Ann Mallison is based in State College-Dubois Area, United States while working with Abundance Wealth Counselors, LLC.

What companies has Ann Mallison worked for?

Ann Mallison has worked for Abundance Wealth Counselors, Llc, Penn State Law, Penn State University, Dickinson Law, and Utilivision.

Who are Ann Mallison's colleagues at Abundance Wealth Counselors, LLC?

Ann Mallison's colleagues at Abundance Wealth Counselors, LLC include Zulfi Brookens, Alexander Boeckel, Tim And Rosemary Bryant, Richard Defluri, Cimc, Rfc, Aif®, and Brandon Scott.

How can I contact Ann Mallison?

You can use AeroLeads to view verified contact signals for Ann Mallison at Abundance Wealth Counselors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Ann Mallison attend?

Ann Mallison holds Doctor Of Law (J.D.) from Penn State Law.

What skills is Ann Mallison known for?

Ann Mallison is listed with skills including Leadership, Social Networking, Social Media, Public Speaking, Social Media Marketing, Marketing, Data Analysis, and Strategic Planning.

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