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
Ceva Animal Health Birmingham, AL Feb 2009 to Jul 2012 Territory ManagerSchering Plough Birmingham, AL Aug 2007 to Dec 2008 Territory ManagerThompson Learning Birmingham, AL Sep 2005 to Mar 2007 Field Sales RepresentativeVentiv Health US Sales ( contract sales) Birmingham, AL Mar 2004 to Apr 2005 Sales RepresentativeProfessional Detailing Inc (contract sales) Novartis Birmingham, AL Apr 2001 to Mar 2004 Sales RepresentativeVentiv Health US Sales (contract sales) Bristol Myers Squibb Birmingham, AL Jul 1999 to Apr 2001 Sales Representative
Education:
University of North Alabama Florence, AL 1984 to 1987 BS in Public Relations
Jan 2013 to 2000 Office ManagerCeva Animal Health Birmingham, AL Feb 2009 to Jul 2012 Territory ManagerSchering Plough Birmingham, AL Aug 2007 to Dec 2008 Territory ManagerThompson Learning Birmingham, AL Sep 2005 to Oct 2006 Field Sales RepresentativeVentiv Health US Sales Birmingham, AL Apr 2004 to Apr 2005 Sales RepresentativeProfessional Detailing Inc Birmingham, AL Apr 2001 to Mar 2004 Sales RepresentativeVentiv Health US Sales Birmingham, AL Jul 1999 to Apr 2001 Sales Representative
Education:
University of North Alabama Florence, AL 1984 to 1987 BS in Public Relations
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!!