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
Dignity Memorial Funeral Homes Nov 2016 - Mar 2017
Funeral Services Director
Rose Park Roasters Nov 2016 - Mar 2017
Operations Manager | Wholesale Administrator
Rose Park Roasters Jan 2016 - Jul 2016
Assistant Shop Manager
Midnight Rider Nov 2015 - Jul 2016
Assistant
Rose Park Roasters Jul 2015 - Jan 2016
Barista
Education:
Arizona State University 2005 - 2010
Bachelors, Bachelor of Fine Arts, Photography
Skills:
Photo Editor Photography Photoshop Lightroom Adobe Bridge Digital Photography Darkroom Fine Art Photography Image Editing Fashion Photography Headshots Handmade Jewelry Metalworking Social Media Marketing Social Media Portrait Photography Graphic Design Adobe Photoshop Specialty Coffee Management Wholesale Operations Operations Management Customer Service Retail Sales Retail Buying
Interests:
Jewelry Making Fashion Styling Baking Photography Graphic Design
Carehouse Healthcare Center 2012 - Nov 2015
Rehabilitation Aide
The Beachcomber Cafe 2013 - Nov 2015
Hostess
Private Family 2013 - Nov 2015
Nanny
University of Southern California Feb 2013 - May 2014
Student Athletic Trainer
24 Hour Fitness 2011 - 2012
Kid's Club Attendant
Education:
Chapman University 2016 - 2018
Masters, Master of Arts, Special Education, Teaching
University of Southern California 2012 - 2015
Bachelors, Bachelor of Science, Biology
Orange Coast College 2011 - 2012
Skills:
Leadership Powerpoint Social Media Close Attention To Detail Dedication To Work Multi Tasking Time and Attendance Facebook Microsoft Office Microsoft Word Microsoft Excel Time Management Customer Service Aed Exercise Physiology Patient Support Health Promotion Teamwork Patient Safety Organization Health Education
Microsoft Office Customer Service Microsoft Excel Leadership Microsoft Word Research Social Media Data Entry Collections Appeals Ub 04 Claims Administrative Assistance Management Healthcare Hospitals Healthcare Management Team Building Microsoft Outlook Public Speaking Cms 1500 Health Insurance Analytical Skills Problem Solving Healthcare Industry Medi Cal Icd 9/10 Hospital Billing Private Healthcare Billing
Spacenk Jun 2017 - Jun 2018
District Manager
Violet Grey Jun 2017 - Jun 2018
Store Director
Nars Cosmetics Aug 2015 - Jun 2017
Regional Manager West Coast Boutiques
Nars Cosmetics Aug 1, 2012 - Aug 2015
Boutique Director
Nars Cosmetics Nov 2010 - Aug 2013
Lead Freelance Makeup Artist
Education:
Penn State University 1994 - 1998
Bachelors, Bachelor of Science, Industrial Relations
North Allegheny Senior High School 1994
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
Lived:
New York, NY
Education:
New York Law School
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!!