Eileen Allgrove has been a Wealth Advisor at Fiduciary Investment Advisors, Llc since 2017. Additionally, the professional has an employment history at more than four companies using similar skills. Eileen has a total work experience of 20+ years. Eileen attended school at the University of Hartford from 1998 to 2000. This person has professional certification in Certified Financial Planner and Cfp Board. Hartford, Connecticut is the place where Eileen Allgrove currently lives. You can find Eileen Allgrove's current phone number and email through SoftwareOfficial search.
Name variants:
Aileen Allgrove
Last updated May 08, 2024
Contact Information
Last Update
Jul 13, 2022
Email
ei**@bnymellon.com
Location
Hartford, CT
Workplace
Wealth Advisor
Windsor, CT
Industry
Financial Services, Investor, Investment Advice
Colleagues
Work History
Wealth Advisor
100 Northfield Dr, Windsor, CT 06095
from Nov 2017
Senior Wealth Manager
225 Liberty St, New York, NY 10006
BNY Mellon Wealth Management is among the nation’s leading wealth managers, with more than 225 years’ experience in providing investment management, wealth and estate planning, and private ...
Nov 2007 — Oct 2017
Senior Trust Officer
Responsible for the administration of trusts and fiduciary discretion for approximately $500+ million of trust assets. Assisted portfolio managers in performing financial planning and estate...
Jul 1, 2001 — Nov 1, 2007
Financial Planning Associate
Member of the initial team which founded the Financial Planning Department at Advest. Researched software and developed marketing material, including on-line broker education material. Respo...
Oct 1, 1997 — Jul 1, 2001
Education
1998 — 2000
1994 — 1997
1990 — 1994
Occupations
Advisor
Accountant
Finance and Accounting Specialist
Executive
Manager
Managers
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Wealth Management
Certified Financial Planner
High Net Worth Individuals
Investments
Financial Planning
Mutual Funds
Banking
Financial Services
Asset Management
Securities
Equities
Asset Allocation
Income Tax
Tax
Portfolio Management
Estate Planning
Trust Services
Trustee Investments
Estate Law
Family Business
Divorce Law