Allison Walters
Atlanta,GA
Summary
Experienced professional with a passion for caregiving; bringing creativity, compassion, and nurturing qualities to the role of guardian for your loved one. Strong communication skills, emotional intelligence, and collaborative mindset are well-suited to industry demands. Seeking a more physically active role that allows for greater connection and opportunities to be of service.
Overview
20
20
years of professional experience
Work History
Wealth Management Client Associate
Wells Fargo Advisors, LLC
09.2022 - 06.2025
- Organize meetings between clients and financial advisors for regular updates on portfolio performance
- Streamline project structure for client financial plans, client reviews, and account paperwork
- Increased client retention through personalized attention and excellent communication skills
- Assist in the development of marketing materials, increasing brand awareness and attracting new clientele
- Maintain compliance with industry regulations by staying current on updates and implementing necessary changes to policies and procedures members
Development & Alumni Relations Coordinator
University of Georgia
07.2016 - 07.2022
- Served as a liaison between the university administration and its alumni population, fostering open lines of communication and collaboration
- Secured and provided monetary and comprehensive support for students, faculty, and staff
- Enhanced alumni engagement by organizing and executing successful events and programs
- Managed the alumni database, ensuring accurate and up-to-date contact information for effective communication
- Strengthened relationships with alumni through targeted communication strategies and regular outreach efforts
Coordinator/Project Manager
TBS, Inc
01.2008 - 12.2014
- Managed environmental corporate branding through client collaboration, creative resource allocation, and photographic and multimedia storytelling
- Managed project timelines for successful installation completion, ensuring milestones were met and deadlines were adhered to
- Improved team productivity with regular communication and progress updates, fostering a collaborative work environment
- Coordinated cross-functional teams, resulting in seamless project execution and enhanced outcomes
- Managed vendor relationships to secure best quality of services and products for organizational needs
Administrative Research Assistant
TBS, Inc
03.2005 - 01.2008
- Supported VP of Digital Asset Management and department with administrative and operational needs while managing independent research and exhibit photo projects for Atlanta, California, and New York offices
- Leveraged Turner branding through licensing, planning, production, execution, and budgeting
- Managed inventory of office supplies and equipment, ensuring optimal functionality for day-to-day operations
- Enhanced office productivity by providing high-quality support to researchers and other staff members
Education
Bachelor of Arts - Photography
University of Georgia
GA03-1995
Skills
- Client relations
- Interpersonal communication
- Project management
- Team collaboration
- Decision-Making
- Verbal and written communication
- Schedule Coordination
- Reliability
Timeline
Wealth Management Client Associate
Wells Fargo Advisors, LLC
09.2022 - 06.2025
Development & Alumni Relations Coordinator
University of Georgia
07.2016 - 07.2022
Coordinator/Project Manager
TBS, Inc
01.2008 - 12.2014
Administrative Research Assistant
TBS, Inc
03.2005 - 01.2008
Bachelor of Arts - Photography
University of Georgia
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