Alison Ina
Associate, Client Service at Newedge Wealth
Based in Franklin, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Franklin
Industry
Investment Management
Company size
175
Contact information
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a•••••••@newedgewealth.com
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Background
About Alison Ina
As Associate, Client Service, Alison is dedicated to building trusted relationships and delivering a white glove experience to our clients. Her focus is to meet our clients’ daily needs in a timely and high quality manner and to manage the team’s administrative operations. Alison has several years of C-level executive associate experience from working at both UBS and a publicly traded company. She graduated from California Lutheran University with a BA in Finance. Outside of work, Alison enjoys spending time traveling, painting, and camping. She resides in Nashville with her husband and two dogs.
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