Experience:
Prior to joining Moneco, Allie built a strong foundation in wealth management at the UBS Wealth Advice Center, where she served as a liaison supporting clients across the country. In this role, she engaged with clients to help facilitate financial planning conversations, support investment-related inquiries, and coordinate a wide range of client service needs. She became a trusted resource and subject matter contributor within a fast-paced, collaborative environment. Her time at UBS strengthened her technical knowledge, communication skills, and ability to connect clients with appropriate wealth management resources aligned with their financial goals. In addition to her professional experience, Allie spent several years coaching youth gymnastics, where she developed strong leadership, communication, and mentoring skills while working with young athletes and their families.