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Allison Chamberlain
Investment Associate at RBC Wealth Management
Dedicated finance professional with 7+ years of experience in investment and operations roles.
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Location
Baltimore, Maryland, United States, US
Skills
- Customer Service
- Microsoft Office
- Powerpoint
- Leadership
- Microsoft Excel
- Show all
Bio
Generated by
Topline AI
Allison Chamberlain is a seasoned finance professional with 7 years of experience in investment and operations roles at top firms like RBC Wealth Management and Morgan Stanley. She holds a Bachelor's degree in Business from Salisbury University and has honed skills in customer service, leadership, and team management. With expertise in Microsoft Office, Excel, and event planning, she is a versatile and organized individual.
As a dedicated investment associate, Allison has developed strong research and time management skills, ensuring seamless execution of financial operations. Her experience in event planning has also honed her ability to coordinate and lead teams effectively.
Experience
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RBC Wealth Management
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Baltimore, Maryland
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Investment Associate
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Jun 2017 - Present
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Baltimore, Maryland
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Morgan Stanley
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Baltimore, Maryland Area
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Operations Analyst
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Jun 2015 - Jun 2017
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Baltimore, Maryland Area
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Education
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2010 - 2014Salisbury University
Bachelor's degree, BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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