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Allison Robinson, CFP®

Senior Health Care Administrator

620 followers

Boston, Massachusetts, United States

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Connect with Allison Robinson, CFP® to Send Message

Timeline
About me
Assistant Vice President | Relationship Manager at Brown Brothers Harriman
Education
- University of New Hampshire
  2011 - 2015
  Bachelor's degree Psychology and Public Health
- Boston University
  2020 - 2021
  Certificate of Financial Planning Program
Experience
- Boston Children's Hospital
  Jun 2015 - Oct 2017
  Senior Health Care Administrator
- TwinFocus
  Oct 2017 - Jul 2022
  - Associate Director, Client Advisory
    Jan 2022 - Jul 2022
  - Senior Associate, Client Advisory
    Sept 2020 - Jan 2022
  - Associate, Client Advisory
    Oct 2017 - Sept 2020
- Brown Brothers Harriman
  Jul 2022 - now
  - Assistant Vice President | Relationship Manager
    Mar 2024 - now
  - Relationship Manager, Private Client Group
    Jul 2022 - Mar 2024
Licenses & Certifications
- Series 65
  FINRA
  Jan 2020
- Notary Public
  Commonwealth of Massachusetts
  Oct 2017
- Certified Financial Planner (CFP)
  CFP Board
  Apr 2022
- Lean/Six Sigma
  Lean Six Sigma Institute LLC
  Jan 2016
Volunteer Experience
- Museum Council, Steering Committee
  Issued by Museum of Fine Arts, Boston on Feb 2019
  Associated with Allison Robinson, CFP®

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