John Allison

About John Allison

As Branch Manager, my leadership and decisions impact branch effectiveness, market growth andprofitability. I work on creating and leading strategies to develop the branch and market in order to help our clients plan for their financial futures.Primary Responsibilities• Accountable for meeting branch budgets, overall P&L, and direct management of recruitment,relocation, local market development and Private Access budgets• Hire, coach, and develop sales staff of the branch.• Responsible for on-boarding, training and cultural integration of new sales associates• Manage cross-company partnerships and alliances to acquire and drive business opportunities• Develop and maintain business partner relationships and participate in corporate leadership activities (multi market events, sales meetings, market meetings) translating and communicating informationand strategy to branch staff• Responsible for the quality of the sales related customer experience• Accountable for ensuring compliance with regulatory requirements• Manage corporate relationships • Oversee the management of the physical space both internally and externallyViews expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments.Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content.Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917.

Experience

1. Regional Director, Private Wealth Management

   Fidelity Investments

   Apr 2025 — Present

Education

• University of Utah

  Bachelor of Arts (B.A.), Political Science and Government / German