Open to opportunities

Allison Bell

@allisonbell

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Client Relationship Manager with expertise in financial planning and investments.

United States

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What I'm looking for

I seek a role that values client relationships and offers growth opportunities.

As a dedicated Client Relationship Manager at LVW Advisors, I excel in fostering strong relationships with high-net-worth clients, ensuring their financial planning needs are met with precision and care. My role involves not only serving as a primary contact but also actively prospecting new client relationships, which has allowed me to contribute significantly to the firm's growth and client satisfaction.

With a solid background in investment analysis and client services, I have developed a keen ability to navigate complex financial situations. My experience spans various roles, including Senior Client Associate and Investment Analyst, where I honed my skills in operational efficiency, due diligence, and financial strategy. I am passionate about leveraging technology, such as eMoney and Salesforce, to enhance client interactions and streamline processes, ensuring that our clients receive the highest level of service.

Experience

Work history, roles, and key accomplishments

Current

Client Relationship Manager

Current

LVW Advisors

Aug 2023 - Present (1 year 11 months)

Served as a primary contact for multiple client relationships and actively prospected new clients. Participated in financial planning support, including utilizing eMoney software and analyzing investment holdings.

Client Relationship Management Financial Planning EMoney Investment Analysis Process Improvement

Senior Client Associate

LVW Advisors

Mar 2022 - Present (3 years 4 months)

Managed all operational aspects for high net worth and ultra-high net worth clients, ensuring the highest level of service. Established strong, trust-based relationships between clients and firm leadership.

Client Services Operational Management Financial Planning EMoney Tamarac Charles Schwab

Investment Analyst

Ashford Advisors, LLC

Apr 2019 - Present (6 years 3 months)

Served as the primary contact for all firm research, including private equity, hedge funds, mutual funds, and ETFs for an ultra-high net worth family office. Conducted due diligence for alternative managers and relayed information to the team.

Investment Research Due Diligence Portfolio Management PortfolioCenter Trade Execution AML KYC

Investment/Portfolio Analyst

Generation Capital Management, LLC

Oct 2017 - Present (7 years 9 months)

Assisted the President with all portfolio management and trading areas as the sole analyst, including daily reconciliation and operations of client portfolios. Responsible for internal research and analytics for all current and incoming clients.

Portfolio Management Trading Due Diligence Cybersecurity IT Initiatives

Investment Analyst

University of Rochester

Aug 2016 - Present (8 years 11 months)

Conducted due-diligence on existing and prospective investment managers for the University of Rochester's 2.5-billion-dollar endowment. Assisted the Head of Research with in-house analytics and presented findings to Investment Officers and CIO.

Due Diligence Financial Analysis Presentation Endowment

Operations Associate in Trade Processing

Manning & Napier

Aug 2015 - Present (9 years 11 months)

Acted as a connection between custodians and brokers to ensure proper trade settlement. Investigated and resolved discrepancies between broker confirms and firm entries.

Trade Processing Trade Settlement Corporate Actions Pricing Exceptions

Education

Degrees, certifications, and relevant coursework

Hobart & William Smith Colleges

Bachelor's Degree, Economics

Grade: Magna Cum Laude

Graduated with a Bachelor's Degree in Economics, achieving Magna Cum Laude honors. This program provided a strong foundation in economic principles and analytical skills.