LA
 

Lesley Allison

Senior Marketing Representative
PFM Asset Management LLC
Contact

300 S. Orange Avenue
Suite 1170
Orlando, FL 32801

allisonl@pfm.com
407.406.5753 office

Specialties
Specialized Services, Asset Management

State & Local Governments, K-12 Schools

Education
B.S. in Business Administration
Lynn University

Professional Designations or Licenses
FINRA Series 7 and 66 Licenses

Started with PFM: 2016

Started in the Field: 1998

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Lesley Allison is a senior marketing representative for PFM’s asset management business in the Orlando office. She is responsible for marketing the Florida Education Investment Trust Fund, a local government investment pool, to cities, counties and districts in Florida. 

Lesley comes to PFM with more than 19 years of investment and financial services experience. Her background includes asset management, client advisory services and marketing at Bank of America/Merrill Lynch and Morgan Stanley.

LA
 
Contact

300 S. Orange Avenue
Suite 1170
Orlando, FL 32801

allisonl@pfm.com
407.406.5753 office

Specialties
Specialized Services, Asset Management

State & Local Governments, K-12 Schools

Education
B.S. in Business Administration
Lynn University

Professional Designations or Licenses
FINRA Series 7 and 66 Licenses

Started with PFM: 2016

Started in the Field: 1998

Print/Save as PDF

Download Vcard

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