Allen Saunders, CRPS®, is the Managing Director and Senior Retirement Plan Consultant at UBS, where they have served since 2009. With over two decades of experience, Allen has advised a diverse clientele, including non-profits, foundations, and ultra-high-net-worth individuals, navigating complex financial landscapes. Previously, they held the role of Senior Vice President at Bank of America from 2004 to 2009 and worked as a Financial Advisor at Merrill Lynch from 1999 to 2004. Allen is currently pursuing a Bachelor of Arts in Finance at Dowling College.
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