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.