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Allison Small

Allison Small

Investment banking

Banking / Loans

Toronto, Ontario

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About Allison Small:

Masters of Public Administration - Syracuse University 

Experience

Wealth Planning Associate – UBS Financial Services, Syracuse NY 2022-2023
• Developed retirement and estate plans in Financial Goal Analysis software for Financial Advisors’ clients
across Greater New England 
• Inputted current investments, gave alternative solutions and investment strategies tailored for each 
individual client
• Front facing in client meetings, developed personal relationships to understand their needs and goals to go 
above and beyond expectations in retirement 
• Consultation requirements, >$5m net worth 

Education

Syracuse University, 
Master of Public Administration, 2022 GPA 3.825
Concentration – State and Local Government Financial Analysis and Management
Bachelor of Arts in Policy Studies, Minor in Economics, 2021 magna cum laude

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