Altruist
Elizabeth Allen currently serves as a Senior Tax and Cost Basis Analyst at Altruist, a position held since January 2024. Prior to this role, Elizabeth accumulated over 14 years of experience at TD Ameritrade, where responsibilities included serving as Specialist II in Operations Control Reconciliation and progressing through various roles in Tax Services and Payment Services. Elizabeth's career began at Bank of America as a Bank Teller, followed by a similar position at Chase Bank. Elizabeth holds a Bachelor's degree in Liberal Arts from the University of North Texas, obtained between 1999 and 2005.
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Altruist
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Altruist helps you do better with your money by empowering financial advisors to do their best work. Altruist is an LA fintech company that's making investing fair for everyone. Their platform was built for modern financial advisors who put their clients first.