Allison joined MONECO Advisors in October 2023. She previously worked as Director of Operations and Compliance at Willow Investments, which was acquired by MONECO in 2023. Allison worked at Willow for almost four years where she wore many hats including overseeing compliance, human resources, finance, and vendor management. Allison began her career at GE Capital in the Financial Management Program (FMP) and held a variety of positions post FMP including Assistant Vice President at GE Capital Markets where she was involved in syndicating structured healthcare deals. During her tenure at GE, Allison received eight management awards. She holds a BS in Finance from the Wallace E. Carroll School of Management at Boston College, from which she received the Dean’s Letter of Commendation. Since shifting to the world of Financial Advising, Allison obtained her Series 65 license and her IACCP compliance certification. Allison resides in Berkshire County, MA where she enjoys spending time with family and friends and loves being active in nature.
Get to Know Allison...
Favorite part about working at Moneco:
Favorite thing to do outside of work: Spending time with family and friends, house projects, being active and outside (running, hiking, golfing, kayaking, skiing), and, on rainy days, reading or tackling a jigsaw puzzle.
What I enjoy most about what I do: Keeping clients’ assets and the company safe, problem solving, and working with colleagues that are like family.
Biggest challenge: I'm new to the team so learning new systems, processes, and responsibilities
Favorite:
Vacation: Toss up between going somewhere new (a national park/city/beach in the US or abroad) versus going to our family vacation home on Prince Edward Island in Canada.
TV Show: Ted Lasso, Breaking Back, Hacks, Schitt's Creek
Music: Pop, Hip Hop, Country but mostly just Taylor Swift
Sports Team: Anything football, Boston Celtics, BC Eagles