Alison Grant

Alison Grant has a diverse work experience spanning over two decades. Alison most recently worked at Langley Federal Credit Union as a Senior Financial Services Representative and prior to that, as a Financial Services Representative. Prior to their role at Langley Federal Credit Union, Alison worked at Amazon as an Associate, where they were responsible for driving PIT OP for inbound stow and outbound pick. Alison also received training in IDRT and STAR at KRB4.

Alison's previous experience includes working at Prostatis Financial Advisors Group as a Client Service Manager, where they served as the first point of contact for new business, transfers, and service-related requests. Alison utilized financial planning software, particularly Morningstar and eMoney, to prepare documents for client meetings and onboarded clients into money management software.

Before joining Prostatis Financial Advisors Group, Alison worked at Morgan Stanley in various roles. Alison held the position of Director Firmwide Ops - Global Recon Utility, where they conducted daily supervisory reviews, coached associates and analysts, and managed administrative duties. Alison also served as the Director of Wealth Management Operations - Disbursements at Morgan Stanley, where they oversaw disbursement approvals, provided coaching and training, and managed supervisory reviews.

Earlier in their career, Alison held positions at Hughes Capital Management Inc as Portfolio Administration, Trumbower Financial Advisors, LLC as an Operations Associate, Resource Planning Group LLC as the Administrator of Portfolio Services, Smith Barney as a Registered Client Services Assistant, Prudential Savings Bank, F.S.B. as a Trust Admin/Ops Specialist, and A.G. Edwards as a Registered Sales Assistant.

Alison's work experience encompasses various responsibilities, such as managing client accounts, conducting reconciliations, preparing reports, onboarding clients, participating in client meetings, providing customer service, and overseeing operational and compliance tasks.

Alison Grant's education history begins in 1987 when they attended Annandale High School and obtained their diploma with a focus on College Prep in 1988. From 1988 to 1990, Alison attended the University of Florida, studying Business Administration and Management with a general focus. However, they did not obtain a degree from this institution. In 2001, Alison enrolled at the University of Phoenix, pursuing Business Administration and Management, but again did not complete their degree. During the same period, from 2001 to 2004, they attended Cannon Financial Institute and studied Trust Administration, however, no specific degree is mentioned.

In addition to their formal education, Alison has obtained several certifications. In February 1999, they obtained the Series 7 certification from the Financial Industry Regulatory Authority (FINRA), followed by the Series 63 certification in March 1999. In February 2014, they obtained the Series 99 certification from FINRA. Alison'smost recent certification is the SIE, obtained from FINRA in October 2018.