Insurance Advisor
CurrentFully Licensed Producer offering personal lines, commercial lines and life insurance.
Apr 2023 - Present
AeroLeads people directory · profile
Matthew Allison Email & Phone Number
Insurance Advisor at HRM Insurance Services
at
HRM Insurance Services
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Insurance Advisor at HRM Insurance Services
Location
Greenfield, Indiana, United States
Company size
Who is Matthew Allison? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Matthew Allison is listed as Insurance Advisor at HRM Insurance Services at HRM Insurance Services, a company with 7 employees, based in Greenfield, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Matthew Allison.
Matthew Allison previously worked as Insurance Advisor at Hrm Insurance Services and Registered Relationship Banker III at Huntington Financial Advisors. Matthew Allison holds Life & Health Investment License, Financial Planning And Services from Kaplan University.
Company email context
Email format at HRM Insurance Services
This section adds company-level context without repeating Matthew Allison's masked contact details.
HRM Insurance Services
Review company-level records connected to Matthew Allison before choosing the right outreach path.
Profile bio
About Matthew Allison
Financial professional with more than 10 years of experience in revenue generation, retirement asset management, loan valuation, investment and financial planning services. Recognized for exceeding goals, leading teams, and cross-selling. Expertise:Banking, Base Rates, Business Continuity, Business Model Development, Commercial Banking, Corporate Accounting, Credit Card Fraud, Credit Risk, Reporting and Documentation, Financial Methodology, Financial Procedures & Policies, Forecasting, Fraud Reduction, Regulatory Compliance, Revenue Modeling, Strategic Planning, Treasury, and Investment Engineering
Current workplace
Matthew Allison's current company
Company context helps verify the profile and gives searchers a useful next step.
Hrm Insurance Services
4 roles
Matthew Allison work experience
A career timeline built from the work history available for this profile.
Registered Relationship Banker Iii
- Identifies opportunities for investment and financial planning through establishing client relationships and comprehensive portfolio profiling.- Source and qualify prospective clients (new and existing) to exceed sales goals by 123.5% in 2021.- Conduct loan processing applications, establishing new accounts, and resolving inquiries.- Act as strategy.
Jan 2016 - Apr 2023
Branch Relationship Banker Iii- Registered
The Huntington National Bank
Aug 2011 - Apr 2023
Relationship Banker I & Ii
- Promoted and cross-sold financial services including: credit accounts, real estate and investment opportunities.- Established strong credibility with clients by providing accurate information when addressing accounts and services concerns.- Acted as a brand liaison to deliver exceptional customer satisfaction.- Cashed checks and issued pay out money.
Jan 2011 - Dec 2015
3 education records
Matthew Allison education
Life & Health Investment License, Financial Planning And Services
Series 6 And 63 License, Banking, Corporate, Finance, And Securities Law
Bachelor Of Science - Bs, Accounting And Business/Management
FAQ
Frequently asked questions about Matthew Allison
Quick answers generated from the profile data available on this page.
What company does Matthew Allison work for?
Matthew Allison works for HRM Insurance Services.
What is Matthew Allison's role at HRM Insurance Services?
Matthew Allison is listed as Insurance Advisor at HRM Insurance Services at HRM Insurance Services.
Where is Matthew Allison based?
Matthew Allison is based in Greenfield, Indiana, United States while working with HRM Insurance Services.
What companies has Matthew Allison worked for?
Matthew Allison has worked for Hrm Insurance Services, Huntington Financial Advisors, The Huntington National Bank, and Huntington National Bank.
How can I contact Matthew Allison?
You can use AeroLeads to view verified contact signals for Matthew Allison at HRM Insurance Services, including work email, phone, and LinkedIn data when available.
What schools did Matthew Allison attend?
Matthew Allison holds Life & Health Investment License, Financial Planning And Services from Kaplan University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Matthew Allison you were looking for.
Matthew Allison
3 email domains
Matthew Allison
1 email domain
Matthew Allison
1 email domain
Matthew Allison
2 email domains
Matthew Allison
3 email domains