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
Aug 2011 to Present Accounting ProjectGrain Management, LLC / Grain Communications Group, LLC
Mar 2008 to May 2011 Accounting ManagerBeall's Inc
Aug 2007 to Jan 2008 Accounts Payable ManagerCrown Castle International Sarasota, FL Aug 2005 to Jul 2007 Accounts Payable Manager and Senior AP AnalystNewby Management Ellenton, FL Aug 2004 to Aug 2005 Manufactured Home Community ManagementNational Linen Service Atlanta, GA 1990 to 2004 o Assistant to Area Controller
Education:
University of South Florida 2005 B.A. in AccountingManatee Community College 2001 A.A.
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!!