Allison Staab, AI F®
About Allison Staab, AI F®
Allison Staab is a Regional Director at Russell Investments and has extensive experience in the financial services industry, including roles at Fidelity Investments and Pioneer Investments. She holds a Bachelor's Degree in Economics from Salve Regina University.
Current Role at Russell Investments
Allison Staab serves as the Regional Director at Russell Investments, a position she has held since 2018. In this role, she is responsible for overseeing operations and client relationships in the Greater Boston Area. Her extensive experience in the financial services industry contributes to her effectiveness in managing regional strategies and fostering client engagement.
Work at Fidelity Investments
In addition to her role at Russell Investments, Allison Staab has been working at Fidelity Investments since 2020 as Vice President, Advisor Consultant. Her responsibilities include providing advisory services and support to financial advisors, enhancing their ability to serve clients effectively in the Greater Boston region.
Previous Experience in Financial Services
Allison Staab has a diverse background in financial services. She worked at Pioneer Investments from 2013 to 2015 as Regional Sales Specialist and later served as Vice President, Senior RIA and Bank Trust Portfolio Consultant from 2015 to 2018. Prior to that, she was an Internal Wholesaler at MetLife from 2011 to 2013 and an Annuity Service Specialist from 2009 to 2010. She also gained experience as a Paraplanner at Ameriprise Financial from 2010 to 2011.
Education and Academic Background
Allison Staab earned her Bachelor’s Degree in Economics from Salve Regina University. Her academic background provides a solid foundation for her career in the financial services sector, equipping her with essential knowledge and skills relevant to her roles.