Allison Bryant

Allison Bryant is an experienced Operations Assistant at United Planners Financial Services since May 2018, with previous roles including Operations Processor II at Advisor Group. Allison's extensive background in the finance sector began in September 2002 as a Margin Specialist at Finance & Insurance, where responsibilities included processing Letters of Indemnity, managing restricted stock releases, and overseeing margin call notifications. Additionally, Allison handled cashiering tasks related to alternative investment requests and distributions. Academic qualifications include a Bachelor of Applied Science in Criminal Justice/Safety Studies from Arizona State University and further educational experience at the University of Southern California.