Vinnie Allard, Aif® Email & Phone Number

New York, New York, Us

San Francisco, California, Us

San Francisco, California, Us

San Francisco, California, Us

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 retirement. Human Interest helps combat this crisis.

Dublin , Ca, Us

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 of these smaller groups, TriNet is able to create a layer of efficiency and compelling cost savings on behalf of its clients that they would not be able to achieve on their own. The TriNet model affords smaller companies the opportunity to offer their employees Fortune 100 style benefits without paying heavy premiums. This helps attract and retain the best talent in every industry while simultaneously eliminating the cumbersome back-office HR administration associated with maintaining these functions in-house.From Main Street to Wall Street, TriNet empowers SMBs to focus on what matters most—growing their business.TriNet is a strategic Network of SMB's. Snapchat, Dollarshaveclub, Netflix, WhatsApp, Pillpack and MANY other notable partners started with us along with the trust of 100+ Venture Firms in our ecosystem.

Boston, Massachusetts, Us

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. Discuss MFS’s broad array of all products across all disciplines through the understanding of key dealers that include their products, platforms and structuresObtained Chartered Mutual Fund Counselor Designation (CMFC) August 2016

Boston, Ma, Us

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 questionsCreate Morning Star snapshots of portfolio allocationWork with internal/external wholesalers to plan client events & educational seminarsGenerate retirement/education projections using Thompson’s Investmentview softwareAnalyze and recommend insurance products to advisors for clientsProcess and carry out mutual fund, stock and ETF trades in client accounts Client appointment preparation/follow up for two advisorsProcessing of New client accounts, trade recommendationsHelp to develop and implement a system for portfolio compliance reporting

Minneapolis, Mn, Us

Increased sales by promoting new productsCreated and built window and floor displays in retail outletsResolved Client Concern

B.S., Finance

Bachelor Of Science, Finance