Allison Callahan

Background

About Allison Callahan

I am a detail oriented leader with over 22 years of financial services industry experience, excelling in communication, relationship management and project management. I have a proven track record of results, continuously reviewing and enhancing business processes to ensure that the team is working at the highest level possible. I am a mentor within the organization, providing leadership, coaching and development opportunities to help improve skills, and continue to learn and grow within the organization. I have helped lead multiple operational fund launches, working closely with large fund partners, such as Charles Schwab, Fidelity, Merrill Lynch and Morgan Stanley, among others. I have also been involved in digital marketing projects, leading the way for a brand new way to invest in the private equity space. Experience with both AIP and API connectivity, engaging with top alternative trading partners in enhancing trading in the alternative marketplace. I received my MBA from Saint Joseph's University, graduating at the top of my class. I currently hold my FINRA Series 6 and Series 63 certifications. If you would like to connect, please message me or email me at alicallahan528@gmail.com.