Allison Nowacki Email & Phone Number

Detroit, Mi, Us

Ann Arbor, Michigan, United States

Okemos, Michigan, United States

• Manage and update financial planning data for both new and existing clients utilizing Money Guide Pro.• Publish comprehensive financial plans through secure client portals while effectively partnering with advisors to obtain necessary information to reach clients’ financial goals.• Gather data and reports from clients to input into a secure system; collaborate with advisors to track and resolve data discrepancies.

East Lansing, Michigan, United States

• Managed a team of 10 DJs to schedule across 3 different venues, recruited new hires across staff, trained DJs by evaluating performance, acquired and maintained DJ equipment, created and promoted events.• Reading and connecting with upwards of 500 people to adapt to music selection to maintain high energy, crowd longevity, and a positive atmosphere, resulting in increased sales volume.

East Lansing, Michigan, United States

Implement and allocate a budget of $500,000, ensure due payments through members, manage cash and billing software, and communicate with multiple other organizations.

Bloomfield Hills, Michigan, United States

• Conducted qualitative and quantitative research covering both debt and equity securities while developing proficiency with industry–standard tools including Bloomberg, FactSet, and Zacks Research System.• Constructed stock pitch and formulated an investment thesis to present to the investment team.• Representative at the William-Blair Growth Conference, writing research on 40 corporate presentations, providing portfolio managers with investment recommendations applying to the firm’s 5 equity strategies.• Utilized and refined systems to distribute reports, including a portfolio management tool that implemented information on upwards 100 mutual funds for the investment team to make strategic decisions.• Consolidated reports from two different databases, Axys and Practify, to implement consistency across the data ensuring accurate and unified reporting across all staff.

East Lansing, Michigan, United States

• Ensured great customer service through communication with the customers, while multitasking, and handling sections of up to 6 tables in a timely manner. • Maintained and organized the restaurant through collaborating with coworkers to guarantee cleanliness, for the purpose of mitigating possible problems that may arise.

Bloomfield Hills, Michigan, United States

• Provided care for children ages 1-14, including coordinating schedules, transportation, running errands, and light housekeeping.• Arranged children’s schedules, and overcame any last-minute issues that would arise, allowing for the schedule to run smoothly for both the children and parents.

United States

• Communicated with customers to assess personal clothing preferences and delivered personal styling selections both in store and through custom “trend-send” box deliveries.