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Financial Planning Associate Alison joined Battery in 2004 as the Financial Planning Associate. Previously, she was an operations analyst with the Asset Services Division of Fidelity Investments. During her tenure at Fidelity, Alison also served as a domestic trade operations analyst. Alison holds a BA in Finance from Miami University, Ohio. Alison also holds a Series 7 license. |
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Joined Battery:2004 |
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