Senior Wealth Planning Strategist at Wells Fargo - The Private Bank
Location:
Houston, Texas
Industry:
Financial Services
Work:
Wells Fargo - The Private Bank - Houston, Texas since May 2013
Senior Wealth Planning Strategist
Briggs & Veselka Co. Sep 2010 - May 2013
Principal
Perkins & Co. Jan 2007 - Aug 2010
Senior Manager
PKF Texas Nov 1999 - Feb 2005
Senior Manager
Education:
The University of Texas at Austin
BBA, Accounting
Skills:
Succession Planning Tax Trusts Estate Planning Income Tax Gift Tax Charitable Gift Planning
Northeast State Community College
Nursing Student
First Citizens Bank Sep 1, 2012 - Apr 2017
Service Manager, Assistant Vice President
First Citizens Bank May 2012 - Sep 2012
Supervisor, Operations Services
First Citizens Bank Aug 2008 - Apr 2012
Banking Assistant
First Tennessee Bank Dec 2005 - Aug 2008
Treasury Management Specialist
Education:
Spring Arbor University 2003 - 2005
Bachelors, Bachelor of Arts, Management
Skills:
Banking Commercial Banking Consumer Lending Credit Small Business Lending Branch Management Loans Commercial Lending Retail Banking Credit Risk Lines of Credit Cash Management Risk Management New Business Development Customer Service Loan Origination Relationship Management Treasury Management Client Development Management Payment Systems Treasury Services Credit Card Transaction Processing Financial Services Treasury Written Communication Internal Controls Interpersonal Communication Cash Operations Client Services Communica Microsoft Office Home Equity Lines of Credit Lease Financing
Kevin Stenhouse, Tara Mundy, Jay Brown, Christopher Hicks, Dawn Lampman, Elizabeth Murphy, Deb Stronach, Shawn Johnson, Jessie Lyton, Kim Callahan, Tina Sims, Cindy Cassibo
Googleplus
Allison Elliott
Work:
Hudson studio architects - Project architect (5) Linda yowell architects - Project architect (5)
Education:
University of British Columbia - Architecture, Portland State University - Architecture, University of Oregon - Art history
Tagline:
Hey.
Allison Elliott
Work:
Waukesha State Bank - Teller (2009)
Education:
Waukesha County Technical College - Administrative Professional
Allison Elliott
Education:
Temple University - Accounting
Relationship:
In_a_relationship
Tagline:
: )
Allison Elliott
Education:
Central Piedmont Community College - Early childhood
Relationship:
In_a_relationship
Bragging Rights:
I have 2 beauitful boys...they are my world...I would not trade them for anything!!
Allison Elliott
Education:
Texas A&M University
Allison Elliott
Allison Elliott
Allison Elliott
Relationship:
Married
Youtube
Alison Elliott "The Underneath" 4/9/95 - Bobb...
For more interviews and stories go to .
Duration:
9m 40s
Hallie Eisenberg, Alison Elliot - The Miracle...
Devoted teacher Anne Sullivan (Alison Elliott) leads deaf, blind and m...
Duration:
1h 28m 30s
Island Scene from Lawrence Bridges' 12 HD
This is a scene from the film when the main character, Marie -Noel (Al...
Duration:
3m 28s
The Spitfire Grill (1996) Official Trailer - ...
Percy, upon being released from prison, goes to the small town of Gill...
Duration:
2m 2s
Pretty Little Liars 7x03 - Alison attacks Ell...
Pretty Little Liars 7x03 - Alison attacks Elliott.