Diane Allard, Cfp®
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Diane Allard, Cfp® Email & Phone Number

Vice President, Portfolio Manager at Beacon Trust
Location: United States 7 work roles 1 school
2 work emails found @beacontrust.com 2 phones found area 973 and 866 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email d****@beacontrust.com
Direct phone (973) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Beacon Trust
Role
Vice President, Portfolio Manager
Location
United States
Company size
107 employees

Who is Diane Allard, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Diane Allard, Cfp® is listed as Vice President, Portfolio Manager at Beacon Trust, a with 107 employees, based in United States. AeroLeads shows a work email signal at beacontrust.com, phone signal with area code 973, 866, and a matched LinkedIn profile for Diane Allard, Cfp®.

Diane Allard, Cfp® previously worked as Project Manager (Contractor in Wealth Management for Bank) at Procom and Vice President/ Portfolio Manager at Td Wealth Management( Formerly Commerce Asset Management). Diane Allard, Cfp® holds B.A. from Rutgers University.

Company email context

Email format at Beacon Trust

This section adds company-level context without repeating Diane Allard, Cfp®'s masked contact details.

*@beacontrust.com
74% confidence

AeroLeads found 2 current-domain work email signals for Diane Allard, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Diane Allard, Cfp®

Investment professional with experience in portfolio management, fund management and trading. A career in the investment management industry, in various capacities, that has been dedicated to helping high net worth and institutional clients achieve their financial goals. Noted for providing exceptional client service. A skilled communicator who is experienced in managing client relationships.Specialties: * Portfolio Management* Relationship Management

Listed skills include Portfolio Management, Fixed Income, Equities, Asset Allocation, and 8 others.

Current workplace

Diane Allard, Cfp®'s current company

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

Beacon Trust
Beacon Trust
Vice President, Portfolio Manager
United States
Website
beacontrust.com
Employees
107
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Company profile
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7 roles · 33 years

Diane Allard, Cfp® work experience

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

Vice President, Portfolio Manager

Beacon Trust

United States

Project Manager (Contractor In Wealth Management For Bank)

Procom

New Jersey

Apr 2012 - Oct 2012

Vice President/ Portfolio Manager

Td Wealth Management( Formerly Commerce Asset Management)

Ramsey, Nj

2001 - 2011 ~10 yrs

Vice President, Trader

Commerce Asset Management

Ramsey, Nj

2001 - 2003 ~2 yrs

Head Trader, Investment Management Department

Summit Bank

Hackensack, Nj

1996 - 2001 ~5 yrs

Municipal Bond Trading Assistant

United Jersey Bank`

Hackensack, Nj

1994 - 1996 ~2 yrs
Team & coworkers

Colleagues at Beacon Trust

Other employees you can reach at beacontrust.com. View company contacts for 107 employees →

RB Rosa Barron Rosa Barron Colleague at Beacon TrustNew York City Metropolitan Area, United States View → EM Erin Mcgrath Erin Mcgrath Colleague at Beacon TrustNew York City Metropolitan Area, United States View → MH Mike Holt Mike Holt Colleague at Beacon TrustMorristown, New Jersey, United States View → MK Matthew K. Matthew K. Colleague at Beacon TrustUnited States View → BM Brian Mcgann, Cfa Brian Mcgann, Cfa Colleague at Beacon TrustNew York City Metropolitan Area, United States View → SH Stefan Hermann Stefan Hermann Colleague at Beacon TrustShort Hills, New Jersey, United States View → PH Patricia Hall Patricia Hall Colleague at Beacon TrustWashington Dc-Baltimore Area, United States View → AP Antonia Pancel-Cipric Antonia Pancel-Cipric Colleague at Beacon TrustNew York, United States View → RM Riya Mehra Riya Mehra Colleague at Beacon TrustShort Hills, New Jersey, United States View → JC Jessica Corazza Jessica Corazza Colleague at Beacon TrustMorristown, New Jersey, United States View →
1 education record

Diane Allard, Cfp® education

FAQ

Frequently asked questions about Diane Allard, Cfp®

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

What company does Diane Allard, Cfp® work for?

Diane Allard, Cfp® works for Beacon Trust.

What is Diane Allard, Cfp®'s role at Beacon Trust?

Diane Allard, Cfp® is listed as Vice President, Portfolio Manager at Beacon Trust.

What is Diane Allard, Cfp®'s email address?

AeroLeads has found 2 work email signals at @beacontrust.com for Diane Allard, Cfp® at Beacon Trust.

What is Diane Allard, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 973, 866 for Diane Allard, Cfp® at Beacon Trust.

Where is Diane Allard, Cfp® based?

Diane Allard, Cfp® is based in United States while working with Beacon Trust.

What companies has Diane Allard, Cfp® worked for?

Diane Allard, Cfp® has worked for Beacon Trust, Procom, Td Wealth Management( Formerly Commerce Asset Management), Commerce Asset Management, and Summit Bank.

Who are Diane Allard, Cfp®'s colleagues at Beacon Trust?

Diane Allard, Cfp®'s colleagues at Beacon Trust include Rosa Barron, Erin Mcgrath, Mike Holt, Matthew K., and Brian Mcgann, Cfa.

How can I contact Diane Allard, Cfp®?

You can use AeroLeads to view verified contact signals for Diane Allard, Cfp® at Beacon Trust, including work email, phone, and LinkedIn data when available.

What schools did Diane Allard, Cfp® attend?

Diane Allard, Cfp® holds B.A. from Rutgers University.

What skills is Diane Allard, Cfp® known for?

Diane Allard, Cfp® is listed with skills including Portfolio Management, Fixed Income, Equities, Asset Allocation, Bloomberg, Relationship Management, Salesforce.Com, and Money Market.

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