National Account Director
Current
Feb 2024 - Present
AeroLeads people directory · profile
Vinnie Allard, Aif® Email & Phone Number
National Accounts Director
at
Betterment
1 work email found
@mfs.com
1 phone found area 617
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
National Accounts Director
Location
Boston, Massachusetts, United States
Company size
Who is Vinnie Allard, Aif®? Overview
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Quick answer
Vinnie Allard, Aif® is listed as National Accounts Director at Betterment, a company with 51 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at mfs.com, phone signal with area code 617, and a matched LinkedIn profile for Vinnie Allard, Aif®.
Vinnie Allard, Aif® previously worked as National Account Director at Betterment and Director of Advisor National Accounts at Human Interest. Vinnie Allard, Aif® holds B.S., Finance from Lasell University.
Company email context
Email format at Betterment
This section adds company-level context without repeating Vinnie Allard, Aif®'s masked contact details.
*@mfs.com
68% confidence
AeroLeads found 1 current-domain work email signal for Vinnie Allard, Aif®. Compare company email patterns before reaching out.
Profile bio
About Vinnie Allard, Aif®
Vinnie Allard, Aif® is a National Accounts Director at Betterment. He possess expertise in retirement planning, investments, mutual funds, retirement, financial advisory and 18 more skills.
Listed skills include Retirement Planning, Investments, Mutual Funds, Retirement, and 19 others.
Current workplace
Vinnie Allard, Aif®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Betterment
9 roles
Vinnie Allard, Aif® work experience
A career timeline built from the work history available for this profile.
Director Of Advisor National Accounts
Jan 2022 - Feb 2024
Associate Director Of Financial Partnerships
Feb 2021 - Feb 2024
Senior Partner Account Manager
Human Interest is a modern fin-tech, 401(k) recordkeeper with the ability to work with financial advisors or provide built-in investment advice. Businesses of any size can implement a retirement plan entirely online in a matter of minutes and ongoing administration is completely automated. Studies show 4 in 5 Americans will not have saved enough for their.
Jan 2020 - Feb 2021
Sales Consultant
TriNet (NYSE: TNET) is a PEO (Professional Employer Organization) that provides small and medium size businesses (SMBs) with full-service HR solutions tailored by industry. To free SMBs from HR complexities, TriNet offers access to human capital expertise, benefits, risk mitigation and compliance, payroll and real-time technology. By pooling together all.
May 2019 - Jan 2020
Regional Sales Representative
Territory: Tennessee Wirehouses & Independent ChannelImplements tactical strategies along with external wholesaler to increase sales, retain assets and cultivate new producers Work closely with wholesalers to develop marketing strategy to manage territory. Prepare call campaigns for territoryProvide up-to-date market information, MFS products and services..
Mar 2013 - Apr 2019
Associate Financial Advisor
Work with advisors to develop a service strategy for the existing client base.Build relationships with the existing clientsTravel to clients home or office to obtain information/documents.Make outbound calls to client leads to schedule consultation meetingsMake outbound calls to clients to give investment recommendations, give information & answer.
Sep 2007 - Dec 2012
Financial Advisor
Sep 2007 - Dec 2010
Merchandiser
Atlas Distributing Inc
Increased sales by promoting new productsCreated and built window and floor displays in retail outletsResolved Client Concern
May 2005 - Sep 2007
Team & coworkers
Colleagues at Betterment
Other employees you can reach at betterment.com. View company contacts for 51 employees →
RB
Robert Blakey
Colleague at Betterment
Brooklyn, New York, United States, United States
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JE
Jiah Elliotte
Colleague at Betterment
New York City Metropolitan Area, United States, United States
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CD
Claire Davis
Colleague at Betterment
New York, New York, United States, United States
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EG
Eric Garzone
Colleague at Betterment
United States, United States
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KC
Kyle Copeland
Colleague at Betterment
Brooklyn, New York, United States, United States
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MD
Matthew Doong
Colleague at Betterment
New York City Metropolitan Area, United States, United States
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MR
Mike Reust
Colleague at Betterment
Philadelphia, Pennsylvania, United States, United States
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TM
Tim Mcdonald
Colleague at Betterment
New York, New York, United States, United States
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DK
Dana Karlson
Colleague at Betterment
Brooklyn, New York, United States, United States
View →
FS
Fidel Severino
Colleague at Betterment
New York City Metropolitan Area, United States, United States
View →
Robert Blakey
Colleague at Betterment
Brooklyn, New York, United States, United States
View →
JE
Jiah Elliotte
Colleague at Betterment
New York City Metropolitan Area, United States, United States
View →
CD
Claire Davis
Colleague at Betterment
New York, New York, United States, United States
View →
EG
Eric Garzone
Colleague at Betterment
United States, United States
View →
KC
Kyle Copeland
Colleague at Betterment
Brooklyn, New York, United States, United States
View →
MD
Matthew Doong
Colleague at Betterment
New York City Metropolitan Area, United States, United States
View →
MR
Mike Reust
Colleague at Betterment
Philadelphia, Pennsylvania, United States, United States
View →
TM
Tim Mcdonald
Colleague at Betterment
New York, New York, United States, United States
View →
DK
Dana Karlson
Colleague at Betterment
Brooklyn, New York, United States, United States
View →
FS
Fidel Severino
Colleague at Betterment
New York City Metropolitan Area, United States, United States
View →
2 education records
Vinnie Allard, Aif® education
B.S., Finance
Lasell University
Bachelor Of Science, Finance
Lasell University
FAQ
Frequently asked questions about Vinnie Allard, Aif®
Quick answers generated from the profile data available on this page.
What company does Vinnie Allard, Aif® work for?
Vinnie Allard, Aif® works for Betterment.
What is Vinnie Allard, Aif®'s role at Betterment?
Vinnie Allard, Aif® is listed as National Accounts Director at Betterment.
What is Vinnie Allard, Aif®'s email address?
AeroLeads has found 1 work email signal at @mfs.com for Vinnie Allard, Aif® at Betterment.
What is Vinnie Allard, Aif®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 617 for Vinnie Allard, Aif® at Betterment.
Where is Vinnie Allard, Aif® based?
Vinnie Allard, Aif® is based in Boston, Massachusetts, United States while working with Betterment.
What companies has Vinnie Allard, Aif® worked for?
Vinnie Allard, Aif® has worked for Betterment, Human Interest, Trinet, Mfs Investment Management, and Munroe Morrow Wealth Management.
Who are Vinnie Allard, Aif®'s colleagues at Betterment?
Vinnie Allard, Aif®'s colleagues at Betterment include Robert Blakey, Jiah Elliotte, Claire Davis, Eric Garzone, and Kyle Copeland.
How can I contact Vinnie Allard, Aif®?
You can use AeroLeads to view verified contact signals for Vinnie Allard, Aif® at Betterment, including work email, phone, and LinkedIn data when available.
What schools did Vinnie Allard, Aif® attend?
Vinnie Allard, Aif® holds B.S., Finance from Lasell University.
What skills is Vinnie Allard, Aif® known for?
Vinnie Allard, Aif® is listed with skills including Retirement Planning, Investments, Mutual Funds, Retirement, Financial Advisory, Estate Planning, Wealth Management, and Fixed Annuities.
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