Special Skills, Qualifications & Previous Board Experience
Current Advisory Board Member of Quantum Partners (nearly three years) - Advisory board role for a privately held consulting firm committed to maximizing shareholder value by consulting with and supporting CEOs on strategic issues such as raising capital, mergers and acquisitions, organic growth, the integration of cultures and processes, the accuracy and timeliness of financial reporting, succession planning and exit strategies.
Current Co-Chair of the Wharton Business Owners Affiliate Group
Previous Board Member of The Washington Women’s Leadership Initiative (one year) - Member of the Board of Directors for WWLI, a 501(c)3 cross-industry, multi-discipline, non-partisan, non-competitive professional education and networking organization for executive level women. Our exclusive events offer affiliates unique opportunities to meet and learn from some of the most influential and inspiring women leaders from around the globe.
Previous Co-Chair of the Holton-Arms Alumnae Fund (two years) – scholarship and other fundraising for an independent school for girls that was founded in 1901 and continues to educate and inspire a diverse group of young women today.
Experience includes: Allison founded and ran a boutique investment advisory firm for three years, providing investment management and financial planning services to affluent families. Her entrepreneurial and management experience also includes a five-year tenure at Alliance Partners, an asset manager that she helped build from inception. During her time there, Allison developed and ran the sales group responsible for the distribution of over $2.0 Bn of assets to 200+ institutional clients nationwide. Allison has over a decade of direct investing, deal structuring, and due diligence experience from her work in investment banking (First Union Securities), private equity (Allied Capital) and corporate finance (CapitalSource and GE Capital).
I have spent my entire career as a woman in a male-dominated industry, which I believe contributes to my perspective and motivations. I have dedicated much of my volunteer/charity/board work to supporting other women in business and in other parts of the world (Women for Women International).
I think that once I have the opportunity to get better acquainted with the goals of the organization and what types of outreach we have been conducting to date, I will be able to brainstorm and generate new ideas to further engage and benefit the Wharton community in the DC area.
Thank you for your consideration!