beBee background
Professionals
>
Toronto
Allison Small

Allison Small

Investment banking

Banking / Loans

Toronto, Ontario

Social

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

Professionals in the same Banking / Loans sector as Allison Small

Professionals from different sectors near Toronto, Ontario

Other users who are called Allison

Jobs near Toronto, Ontario

  • Work in company

    Investment Banking Associate

    RBC

    +Job summary:RBC Capital Markets Global Investment Banking division is seeking Analysts · Evaluating · Supporting transaction structuring · ...

    Toronto, Ontario

    1 week ago

  • Work in company

    Investment Banking Analyst

    Raymond James

    + Develop + collaborate + decide + deliver · Investment Banking Analyst The Analyst position will offer the opportunity to gain significant business development and transaction experience. · + Work closely with other Analysts · + Conduct financial modelling · + Perform quantitat ...

    Toronto, ON

    1 month ago

  • We are seeking an Investment Banking Program Junior Associate to participate in analyzing companies and client investments. · Make recommendations to clients on investments. · Identify opportunities for process improvements within Investment Banking Program. · ...

    Toronto

    1 week ago

See jobs in Toronto, Ontario