Ann Mallison

Wealth Counselor at Abundance Wealth Counselors, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
State College-DuBois Area

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Counselor
      • Nov 2019 - Present

    • United States
    • Higher Education
    • 1 - 100 Employee
    • Interim Director of Student Services
      • Sep 2019 - Oct 2019

      Part-time, temporary position providing leadership and direction to student organizations to facilitate efficient and successful events, programming, wellness, and diversity. Providing counseling and outreach services to a diverse population of students to enhance their personal and academic success, including addressing student-related, personal and professional issues. Part-time, temporary position providing leadership and direction to student organizations to facilitate efficient and successful events, programming, wellness, and diversity. Providing counseling and outreach services to a diverse population of students to enhance their personal and academic success, including addressing student-related, personal and professional issues.

    • United States
    • Higher Education
    • 700 & Above Employee
    • International Agreements Specialist - Global Programs
      • Mar 2019 - Jun 2019

      Part-time, temporary position drafting and reviewing proposed international agreements between Penn State and potential international partners for adherence to University policies and compliance with applicable laws and regulations. Conducted a business process analysis to understanding the internal agreement process and recommending improvements to optimize the efficiency and effectiveness of the department. Part-time, temporary position drafting and reviewing proposed international agreements between Penn State and potential international partners for adherence to University policies and compliance with applicable laws and regulations. Conducted a business process analysis to understanding the internal agreement process and recommending improvements to optimize the efficiency and effectiveness of the department.

    • United States
    • Higher Education
    • 1 - 100 Employee
    • Research Assistant for Professor Anne Toomey McKenna
      • May 2018 - Aug 2018

      Created content and edited cyber law lessons for a National Cybersecurity Curriculum Program concerning Cyber Operations Law and Policy, specifically in the areas of privacy, cyber systems and operations, federal and state cyber regulations, constitutional foundations for cyber law, and common law. Researched and drafted an initial rough draft on the Cloud Act for eventual incorporation in the Wiretapping and Eavesdropping Treatise by Fishman and McKenna. Created content and edited cyber law lessons for a National Cybersecurity Curriculum Program concerning Cyber Operations Law and Policy, specifically in the areas of privacy, cyber systems and operations, federal and state cyber regulations, constitutional foundations for cyber law, and common law. Researched and drafted an initial rough draft on the Cloud Act for eventual incorporation in the Wiretapping and Eavesdropping Treatise by Fishman and McKenna.

    • United States
    • Higher Education
    • 700 & Above Employee
    • Office of General Counsel Extern
      • Jan 2018 - May 2018

      Researched and wrote summaries on new and developing cases or topics pertaining to the legal affairs of The Pennsylvania State University. Areas of research included Title IX, faculty sanctions, trademark infringement, bankruptcy, tenure issues, student organization designations, PA liquor laws, employment law, consensual relationship policies, independent contractor agreements, derivative actions, fiduciary duties, and bad faith insurance claims. Researched and wrote summaries on new and developing cases or topics pertaining to the legal affairs of The Pennsylvania State University. Areas of research included Title IX, faculty sanctions, trademark infringement, bankruptcy, tenure issues, student organization designations, PA liquor laws, employment law, consensual relationship policies, independent contractor agreements, derivative actions, fiduciary duties, and bad faith insurance claims.

    • United States
    • Higher Education
    • 1 - 100 Employee
    • Entrepreneur Assistance Clinic Summer Intern
      • May 2017 - Jul 2017

      Assisted start-up entity founders with choice of entity decisions, entity formation, founder and initial investor agreements, shareholder agreements, intellectual property protection, real estate leasing and, operating agreements, employee management and compliance with regulatory requirements. Assisted start-up entity founders with choice of entity decisions, entity formation, founder and initial investor agreements, shareholder agreements, intellectual property protection, real estate leasing and, operating agreements, employee management and compliance with regulatory requirements.

    • United States
    • Higher Education
    • 700 & Above Employee
      • Jul 2015 - Jul 2016

      Coordinate the development and implementation of student services and programs for resident MBA students. Advise and counsel current students and graduate student organizations. Manage the social media strategy and alumni relations for the Penn State Smeal MBA Program.

      • Oct 2013 - Jun 2015

      Formulate and implement the Smeal MBA Program’s social media marketing strategy. Create content for Social Media and advertising. Evaluate, interview and collaborate on the admissions decisions of MBA applicants each year. Recruit MBA candidates to apply, enroll and matriculate into the Penn State Smeal MBA Program. Direct the Alumni Outreach and Alumni Relations for Admissions.

      • Dec 2006 - Sep 2013

      Evaluate, interview and collaborate on the admissions decisions of MBA applicants each year. Formulate and implement the Smeal MBA Program’s social media marketing strategy. Create content for Social Media and advertising. Direct the Alumni Outreach and Alumni Relations for Admissions.

      • Jan 2011 - Dec 2011

      Advised MBA students on career paths, resume reviews and mock interviews. Conducted training sessions related to "Using Social Media in Your Job Search." Revised pre-MBA Career Strategy documents. Planned and executed a week long "Career Immersion" for 80 students, including speakers and logistics.

    • Account Coordinator (part-time)
      • Jun 2002 - Dec 2012

      Convert digital billing into readable files for data input. Convert digital billing into readable files for data input.

    • Hospitals and Health Care
    • 700 & Above Employee
    • Financial Analyst
      • Sep 1999 - Aug 2000

      • Forecasted and analyzed monthly expenses and variances for three regions of a national health care segment valued at $10 million dollars • Created savings of over $1 million dollars by researching supplies expenses, asset recording and depreciation of equipment • Forecasted and analyzed monthly expenses and variances for three regions of a national health care segment valued at $10 million dollars • Created savings of over $1 million dollars by researching supplies expenses, asset recording and depreciation of equipment

    • United States
    • Defense and Space Manufacturing
    • 700 & Above Employee
    • Financial Analyst
      • Jun 1998 - Jun 1999

      • Developed, analyzed and presented monthly financial reports for multiple government contracts valued over $8 million dollars • Led pricing proposal on a $1 million dollar government contract extension project • Participated in the Financial Leadership Development Program • Developed, analyzed and presented monthly financial reports for multiple government contracts valued over $8 million dollars • Led pricing proposal on a $1 million dollar government contract extension project • Participated in the Financial Leadership Development Program

Education

  • Penn State Law
    Doctor of Law (J.D.)
    2016 - 2019
  • Rutgers, The State University of New Jersey-New Brunswick
    Certification, Social Media Marketing Mini-MBA
    2011 - 2011
  • Penn State Smeal MBA Program
    MBA, Finance & Strategy
    2000 - 2002
  • Villanova University
    BS, Business Administration - Finance
    1994 - 1998
  • Elk County Catholic High School

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