Senior Relationship Consultant
Hillary Allen provides client service to complex ultra-high-net worth individuals and multi-generational families in partnership with other members of Callan Family Office’s client relationship team. In this role, she coordinates and oversees the administration of relationships to ensure timely and accurate implementation of clients’ needs, such as opening accounts, managing the onboarding process, and issue resolution.
Prior to joining Callan Family Office, Hillary was a client service consultant for Abbot Downing, Wells Fargo’s ultra-high-net-worth business unit, where she was responsible for the administration of client relationships.
Hillary earned her bachelor’s degree in business administration from the University of North Carolina Greensboro.
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