Allison Robinson, CFP®

Allison Robinson, CFP®

Senior Health Care Administrator

Followers of Allison Robinson, CFP®620 followers
location of Allison Robinson, CFP®Boston, Massachusetts, United States

Connect with Allison Robinson, CFP® to Send Message

Connect

Connect with Allison Robinson, CFP® to Send Message

Connect
  • 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
      Museum of Fine Arts, BostonAssociated with Allison Robinson, CFP®