Allison Catherine Williams, Cfp®
About Allison Catherine Williams, Cfp®
Allison Catherine Williams, CFP®, is the Senior Vice President of Wealth Management for the Northeast Region at Brookfield Asset Management, based in Boston, Massachusetts.
Current Position at Brookfield Asset Management
Allison Catherine Williams currently holds the title of Senior Vice President, Wealth Management, Northeast Region at Brookfield Asset Management. Her role, based in Boston, Massachusetts, involves business development and maintaining relationships with financial advisors and Private Wealth advisors across the Northeast region. Her responsibilities are key to the company’s efforts in wealth management and advisory services in this geographical area.
Career at Brookfield Asset Management
Before her current role, Allison served as the Director, Northeast Region, Wealth Management at Brookfield Asset Management from 2018 to 2021. During her three-year tenure in the Greater New York City Area, she focused on managing and expanding the wealth management business within the region. Her contributions helped in strengthening client relationships and enhancing the firm's growth strategy in wealth management.
Professional Experience
Allison Catherine Williams has a diverse career history with roles at various esteemed organizations. She was the Managing Director, Sales, at The HRC Financial Group from 2010 to 2018, where she spent eight years developing and leading sales strategies. Prior to this, she worked at Citigroup as a Research Control Associate for eight months in 2009 and held the role of Marketing Assistant at GTECH from 2008 to 2009. This extensive background in sales, research, and marketing complements her current focus in wealth management.
Educational Background
Allison holds a Bachelor of Science in Marketing and Finance from Providence College, where she studied from 2005 to 2009. She furthered her education in financial planning and services at the College for Financial Planning from 2015 to 2016. Additionally, she studied marketing at Florence - University of Richmond in 2008. Her academic background provides a solid foundation in both marketing and finance, which are crucial to her role in wealth management.
Certified Financial Planner (CFP®)
Allison Catherine Williams is a Certified Financial Planner (CFP®), a designation that signifies her expertise and ongoing commitment to ethical financial planning. This certification underscores her proficiency in providing comprehensive financial planning and investment advice, enhancing her ability to offer personalized financial strategies to her clients.