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Allison Patella, CFP®, ChSNC®

Allison patella, cfp®, chsnc®

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location of Allison Patella, CFP®, ChSNC®Austin, Texas, United States
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Followers of Allison Patella, CFP®, ChSNC®905 followers

  • Timeline

  • About me

    Director at Frontier Investment Management Company

  • Education

    • The catholic university of america

      -
      Bachelor’s degree international economics and finance

  • Experience

    • Ncaa

      Jan 2013 - Jan 2016
      National student athlete advisory committee member

      1 of 22 committee members representing 178,441 Division III student-athletes

    • Clark construction group, llc

      Jan 2015 - Sept 2016
      Cost engineer

    • Dimensional fund advisors

      Jan 2016 - Jan 2023

      • Regional Director, Global Client Group

        Sept 2019 - Jan 2023

      • Senior Associate, Financial Advisor Services

        Jan 2018 - Aug 2019

      • Associate, Financial Advisor Services

        Jan 2016 - Dec 2017

    • Frontier investment management company

      Jan 2023 - now
      Director

      Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser.

  • Licenses & Certifications

    • Series 7

      Finra (financial industry regulatory authority)
      Jan 2017

    • Chartered special needs consultant

      The american college of financial services
      Dec 2024

    • Certified financial planner (cfp)

      Cfp board
      Apr 2019

    • Series 66

      Finra (financial industry regulatory authority)
      Jun 2017

  • Honors & Awards

    • Awarded to Allison Patella, CFP®, ChSNC®
      The Federal Reserve Bank Excellence Award Baltimore Branch of the Federal Reserve of Richmond May 2015 The Federal Reserve Bank Excellence Award is presented to encourage and recognize outstanding achievement in the study of Economics.