Allison Small

Masters of Public Administration - Syracuse University

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

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