Allison Rozell
Analyst-Equity chez Stoker Ostler Wealth Advisors, Inc.
Profil
Ms. Allison Rozell is an Associate at Stoker Ostler Wealth Advisors, Inc. Ms. llison’s duties include active portfolio rebalancing, daily cash monitoring, building client relationships and performing various research projects and analyses.
She is focused on delivering a positive customer experience with each of her clients.
Allison joined Stoker Ostler in 2021.
Ms. Allison with 2.5 years experience in the financial services industry.
Her previous experience includes working in the Advisor Services department at Charles Schwab.
She received a Bachelors of Arts in Psychology with a Minor in Business at Arizona State University.
Postes actifs de Allison Rozell
| Sociétés | Poste | Début |
|---|---|---|
Stoker Ostler Wealth Advisors, Inc.
 Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | Analyst-Equity | 01/03/2021 |
Formation de Allison Rozell
| Arizona State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | Finance |
