Allison joined the GBF team early in 2016, she brings with her 15 years of experience in the customer service industry. She works closely with Greg and Brendan to provide prompt and professional service to their clients.
Allison handles the client paperwork and ensures a smooth and easy customer experience. She is responsible for file preparation, client account set up, and processing of trades. She has a very strong attention to detail and keeps things organized for the team.