Allison Lurie is a eficient professional, working in Gresham Partners main office of which is in 226. as a Manager of Client Service from 2019. This person has earned professional experience in more than six positions at different companies. Allison Lurie went to the New York University and received education there to 2015. Boulder, Colorado is the area, where this professional was known to be located. This person's phone number and email can be easily accessed through SoftwareOfficial on demand.
Name variants:
Alison Lurie
Last updated Jun 26, 2024
Contact Information
Last Update
Jun 27, 2022
Email
al**@gmail.com, al**@yahoo.com, al**@gmail.com
Location
Boulder, CO
Company
Gresham Partners, Llc
Workplace
Manager of Client Service
Work History
Manager of Client Service
333 west Wacker Dr SUITE 700, Chicago, IL 60606
from Aug 2019
Supervisor and Client Associate
333 west Wacker Dr SUITE 700, Chicago, IL 60606
Sep 2018 — Aug 2019
Client Associate
333 west Wacker Dr SUITE 700, Chicago, IL 60606
See profile information at: http://www.greshampartners.com/team-member/allison-lurie/
May 1, 2009 — Sep 2018
Marketing and Business Development Associate
333 west Wacker Dr SUITE 700, Chicago, IL 60606
May 2009 — May 2012
Human Resources Coordinator
Oversaw the Summer Internship Program for analyst and associates. Responsible for recruiting, interviews, training sessions, and day-to-day activity of those hired
Maintained record of hig...
Oct 2007 — May 2009
Marketing and Sales Coordinator
5777 Central Ave SUITE 130, Boulder, CO 80301
Identified opportunities on a daily basis and assigned tasks to territory managers
Trained all employees on SalesForce Customer Relationship Management
Analyzed Google Ads and allocated w...
Oct 2006 — Jul 2007
Education
upto
2003 — 2007
2006 — 2006
2006 — 2006
Occupations
Executive
Manager
Accountant
Finance and Accounting Specialist
Supervisor
Supporting Member
Operations Manager
Accounting Bookkeeper
Bookkeeper
Managers
Team Member
Skills
Wealth Management
Financial Planning
Family Office
Financial Analysis
Strategic Planning
High Net Worth Individuals
Estate Planning
Business Development
Client Services
Business Process Improvement
Budgeting
Cash Flow
Risk Tolerance
Financial Goals
Asset Allocation
Investment Policy Statements
Estate Tax Planning
Tax Planning
Account Administration
Cash Flow Forecasting
Corporate Branding
Special Events Coordination
Onboarding
FAQs about Allison Lurie
What's the profession of Allison Lurie?
This professional's job is Manager of Client Service
What are the main profession of Allison Lurie?
These person's professions are Executive and Manager
Where does Allison Lurie currently live?
Boulder, Colorado is the place where Allison Lurie lives
What is Allison's email?
Allison Lurie's email is al**@gmail.com and al**@yahoo.com.
How many companies did Allison Lurie work at?
Allison Lurie worked at six jobs.
Where has Allison Lurie studied?
Allison studied at the New York University to 2015.
What is professional industry that Allison Lurie worked in?
Allison works in Financial Services industry.
Are there any skills, that Allison Lurie has?
Allison Lurie has such skills as Wealth Management, Financial Planning, Family Office, Financial Analysis, Strategic Planning, High Net Worth Individuals, and Estate Planning.