Client Experience Administrator
203.468.7228 ext. 133 office
Allen joins us in the role of Client Experience Administrator (CXA). In this role, he is responsible for ensuring that our high level of client service is always met. His responsibilities in our Retirement Services Team include the on-boarding of new plan participants during the enrollment process. His role also includes the ability to assist with the administration of our 401(k) plans such as employer & employee deferrals, money movement and address changes, along with interaction with our Recordkeeper partners.
Allen is a recent graduate of The Ohio State University and brings with him a Bachelor of Science in Business Administration specializing in Finance.
A lifetime Guilford resident, Allen joined Grey Ledge Advisors in in July 2021 after working as a Universal Banker at GSB.
Outside of work, Allen enjoys attending stand-up comedy, discovering new music, and rooting for The Ohio State Buckeyes.