Client Operations Associate
Allison supports both the Retirement Advisors and Capital Management teams to deliver overall positive experience to our clients, as well as provide support to internal operational initiatives. She is instrumental in ensuring that activities around client deliverables are completed and facilitates enhancements to our service models.
Allison brings experience in tax compliance services for businesses and individuals. Prior to joining NWK Group, Allison spent a year with Spott, Lucey, & Wall, Inc. CPAs as a staff accountant in San Francisco.
Allison has a Bachelor of Science degree in Business Administration from California Polytechnic State University in San Luis Obispo.
Allison enjoys watching sports, shopping and exploring San Francisco with her family and friends.