Allyson Bohannon has been a Manager, Client Advisory Team at Tolleson Wealth Management since 2018. Moreover, this person has professional experience at more than nine companies in the relevant field. Allyson has a total work experience of 18+ years. Allyson Bohannon studied at the Tulane University from 2011. Allyson has the following certificates: General Securities Representative, Licensed Attorney, Finra, State Bar of Texas, and Series 66. Currently they live in Dallas, Texas region. You can find this person's actual email address and phone with our search.
Name variants:
Alison Bohannon
Contact Information
Last Update
Jul 11, 2022
Email
al**@gmail.com
Location
Dallas, TX
Company
Workplace
Colleagues
Work History
Manager, Client Advisory Team
5500 Preston Rd SUITE 250, Dallas, TX 75205
from Jun 2018
Relationship Manager and Estate Planning Coordinator
Estate Planning: review clients' current estate planning documents, make recommendations to update clients' current estate plan, conduct meetings with clients to establish a new estate plan,...
Aug 2014 — Jun 2018
Retirement Benefits Intern
444 west 47Th St SUITE 900, Kansas City, MO 64112
Think/Wow Award Recipient
May 2013 — Aug 2013
Form Grader
1114 south University Parks Dr, Waco, TX 76706
Graded student appellate briefs for grammar and compliance with formal citation rules.
Aug 2012 — Oct 2012
Education
2011 — 2014
2007 — 2011
2003 — 2007
Occupations
Executive
Manager
Accountant
Finance and Accounting Specialist
Sales Specialist
Relationship Manager
Coordinator
Operations Manager
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service
Managers
Skills
Legal Research
Litigation
Legal Writing
Civil Litigation
Leadership
FAQs about Allyson Bohannon
What is the profession of Allyson Bohannon?
This professional's job is Manager, Client Advisory Team
What are the profession of Allyson?
These person's professions are Executive and Manager
Where is Allyson Bohannon currently located?
Allyson Bohannon is located in Dallas, Texas.
What is the expert's email?
The expert's email is al**@gmail.com.
How many companies did Allyson Bohannon work at?
The professional worked at nine jobs.
What education does Allyson Bohannon have?
Allyson studied at the Tulane University from 2011.
Are there any certifications, that Allyson Bohannon has?
Allyson received the following certifications: General Securities Representative, Licensed Attorney, Finra, State Bar of Texas, Series 66, Texas Insurance License, and License 271991.
Are there any professional industries Allyson Bohannon is connected to?
This person works in Financial Services industry.