Allison Small
Investment banking
Talent
Toronto, OntarioMember since June 14, 2023
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About
Masters of Public Administration - Syracuse University
Experience
Wealth Planning Associate – UBS Financial Services, Syracuse NY 2022-2023
- Developed retirement and estate plans in Financial Goal Analysis software for Financial Advisors’ clients across Greater New England
- Inputted current investments, gave alternative solutions and investment strategies tailored for each individual client
- Front facing in client meetings, developed personal relationships to understand their needs and goals to go above and beyond expectations in retirement
- Consultation requirements, >$5m net worth
Education
Syracuse University,
Master of Public Administration, 2022 GPA 3.825
Concentration – State and Local Government Financial Analysis and Management
Bachelor of Arts in Policy Studies, Minor in Economics, 2021 magna cum laude
