ALLA TRACHTENBERG

Alla is the go-to person for my clients and for me.

She is the most extroverted introvert you’ll ever meet. She loves talking to clients and understands who they are and what they need.

From 2002 to 2016, Alla was the operations manager for Peak Financial Management. She then took a brief hiatus from financial services, working as the events coordinator at the Russian School of Mathematics and has spent several years running a theatre company. 

We joined forces in 2018 and haven’t looked back.

Alla was born in the Soviet Union (but she doesn’t like to talk about it.) She studied actuarial mathematics at Bryant College (but she doesn’t like to talk about that either.) She’s got four tattoos, and will talk to you about one of them (but don’t ask about the other three.)

What does she do?

• Acts as the first line of defense for our clients
• Works with Integrated’s case design team to build clients’ financial plans
• Ensures all service needs are met
• Takes pride in our clients’ financial success

Alla is the backbone of the team. She is the ‘please’ and the ‘thank you.’ She’s the get-it-done person.