Senior CSA, Investment Advisor Representative
Alison joined NWAM with a Bachelor of Science Degree from Purdue University in Organizational Leadership & Supervision. She has worked in the financial services industry for the last 19 years, working previously as an Investment Banker with Bank One in Indiana, a Registered Representative with City Securities Corporation in Indiana, and Operations Manager and Investment Advisor Representative at Pacific Asset Management.
Alison has passed the Series 65 Uniform Investment Adviser Law Exam which is designed to qualify candidates as investment advisor representatives. Outside of work, she has two daughters, two dogs, a cat, and a gerbil. Alison enjoys running every morning with her dogs and keeping busy after hours by spending time with her family.