Success Coach
Current
Firepoint Solutions Llc
Feb 2014 - Present
AeroLeads people directory · profile
Peter Allis Email & Phone Number
Success Coach at Firepoint Solutions LLC
at
Firepoint Solutions LLC
1 work email found
@smithbarney.com
3 phones found area 303 and 888
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Firepoint Solutions LLC
Role
Success Coach at Firepoint Solutions LLC
Location
Littleton, Colorado, United States
Who is Peter Allis? Overview
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Quick answer
Peter Allis is listed as Success Coach at Firepoint Solutions LLC at Firepoint Solutions LLC, based in Littleton, Colorado, United States. AeroLeads shows a work email signal at smithbarney.com, phone signal with area code 303, 888, and a matched LinkedIn profile for Peter Allis.
Peter Allis previously worked as Success Coach at Firepoint Solutions Llc and VP/Investment Advisor at Morgan Stanley Smith Barney. Peter Allis holds Bachelor Of Science (Bs), Commercial Recreation from University Of Colorado At Boulder.
Company email context
Email format at Firepoint Solutions LLC
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pallis@smithbarney.com
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Profile bio
About Peter Allis
Peter Allis is a Success Coach at Firepoint Solutions LLC at Firepoint Solutions LLC. He possess expertise in microsoft word, customer service, english, windows, outlook and 4 more skills. Colleagues describe him as "Peter was an absolute joy to manage. He was a tremendous asset to the company. When I hired him he had very little software experience but in just a short period of time he was able to pick up on important concepts and ideas. His attention to detail was extraordinary which meant that he rarely, if ever, dropped the ball. Anyone that may gt a hold of this guy in the future will benefit greatly form his forward thinking and loyalty. Thanks Peter for all your hard work."
Listed skills include Microsoft Word, Customer Service, English, Windows, and 5 others.
Current workplace
Peter Allis's current company
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Firepoint Solutions Llc
4 roles
Peter Allis work experience
A career timeline built from the work history available for this profile.
Vp/Investment Advisor
Directed activities associated with individual client financial management including; retirement planning, investment recommendations for income, growth, safety, and education planning. -Scheduled regular review meetings with clients to assess financial goals and objectives and to verify their current investments were in line with stated objectives. Made changes as necessary. -Pursued new clients, primarily through referrals -Stayed abreast of market conditions and adjusted client portfolios as necessary.
Feb 2009 - Nov 2011
Vp/ Investment Advisor
Directed activities associated with individual client financial management including; retirement planning, investment recommendations for income, growth, safety, and education planning. -Scheduled regular review meetings with clients to assess financial goals and objectives and to verify their current investments were in line with stated objectives. Made changes as necessary. -Pursued new clients, primarily through referrals -Stayed abreast of market conditions and adjusted client portfolios as necessary. -Hired and trained new recruits from 2006 - 2008
Dec 2000 - Feb 2009
Vp/Investment Advisor
Directed activities associated with individual client financial management including; retirement planning, investment recommendations for income, growth, safety, and education planning. -Scheduled regular review meetings with clients to assess financial goals and objectives and to verify their current investments were in line with stated objectives. Made changes as necessary. -Pursued new clients, primarily through referrals -Stayed abreast of market conditions and adjusted client portfolios as necessary.
Sep 1982 - Dec 2000
2 education records
Peter Allis education
Bachelor Of Science (Bs), Commercial Recreation
Education record
University Of Oregon
FAQ
Frequently asked questions about Peter Allis
Quick answers generated from the profile data available on this page.
What company does Peter Allis work for?
Peter Allis works for Firepoint Solutions LLC.
What is Peter Allis's role at Firepoint Solutions LLC?
Peter Allis is listed as Success Coach at Firepoint Solutions LLC at Firepoint Solutions LLC.
What is Peter Allis's email address?
AeroLeads has found 1 work email signal at @smithbarney.com for Peter Allis at Firepoint Solutions LLC.
What is Peter Allis's phone number?
AeroLeads has found 3 phone signal(s) with area code 303, 888 for Peter Allis at Firepoint Solutions LLC.
Where is Peter Allis based?
Peter Allis is based in Littleton, Colorado, United States while working with Firepoint Solutions LLC.
What companies has Peter Allis worked for?
Peter Allis has worked for Firepoint Solutions Llc, Morgan Stanley Smith Barney, Ubs Wealth Management, and Rbc Wealth Management.
How can I contact Peter Allis?
You can use AeroLeads to view verified contact signals for Peter Allis at Firepoint Solutions LLC, including work email, phone, and LinkedIn data when available.
What schools did Peter Allis attend?
Peter Allis holds Bachelor Of Science (Bs), Commercial Recreation from University Of Colorado At Boulder.
What skills is Peter Allis known for?
Peter Allis is listed with skills including Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, and Financial Analysis.
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