AeroLeads people directory · profile
Allison Gilpatrick Email & Phone Number
Senior Associate, Proposal Development
at
BNY Investments
1 work email found
@mcm.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Associate, Proposal Development
Location
Pittsburgh, Pennsylvania, United States
Company size
Who is Allison Gilpatrick? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Allison Gilpatrick is listed as Senior Associate, Proposal Development at BNY Investments, a company with 4221 employees, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a work email signal at mcm.com and a matched LinkedIn profile for Allison Gilpatrick.
Allison Gilpatrick previously worked as Lead Analyst, Regulatory Oversight Management at Newton Investment Management Group and Senior Analyst, Client Reporting at Mellon. Allison Gilpatrick holds Master Of Business Administration (M.B.A.), Marketing from Duquesne University.
Company email context
Email format at BNY Investments
This section adds company-level context without repeating Allison Gilpatrick's masked contact details.
*@mcm.com
68% confidence
AeroLeads found 1 current-domain work email signal for Allison Gilpatrick. Compare company email patterns before reaching out.
Profile bio
About Allison Gilpatrick
Allison Gilpatrick is a Senior Associate, Proposal Development at BNY Investments. She possess expertise in marketing, microsoft excel, mutual funds, financial analysis, process improvement and 15 more skills.
Listed skills include Marketing, Microsoft Excel, Mutual Funds, Financial Analysis, and 16 others.
Current workplace
Allison Gilpatrick's current company
Company context helps verify the profile and gives searchers a useful next step.
Bny Investments
8 roles
Allison Gilpatrick work experience
A career timeline built from the work history available for this profile.
Lead Analyst, Regulatory Oversight Management
Current- Prepare and deliver client requests for information regarding annual contract renewals and annual due diligence questionnaires
- Ensure the accuracy of fund prospectus and SAI documents and other regulatory reporting
- Generate compliance documentation for mutual fund and ETF clients, including periodic certifications, creation of soft dollar and proxy reporting, and requested board materials
- Collaborate with Client Service, Portfolio Management, and Compliance departments to facilitate coordination and completion of complex compliance reports and materials to the firm's subadvisory clients
May 2022 - Present
Senior Analyst, Client Reporting
- Prepare standard and custom client reporting for 1940 Act Funds, including certifications, due diligence documents, and 15(c) contract renewal questionnaires
- Review and update prospectus documents
- Collaborate with Portfolio Management, Compliance and Relationship Management departments to facilitate timely and accurate custom client reporting
- Efficiently prioritize simultaneous deadlines and projects with strict attention to detail
Feb 2018 - May 2022
Distribution Analyst
- Prepare standard and custom client reporting for 1940 Act Funds, including certifications, due diligence documents, and 15(c) contract renewal questionnaires
- Review and update prospectus documents
- Collaborate with Portfolio Management, Compliance and Relationship Management departments to facilitate timely and accurate custom client reporting
- Efficiently prioritize simultaneous deadlines and projects with strict attention to detail
Sep 2012 - Feb 2018
Client Service Associate
Bny Mellon Cash Investment Strategies
- Deliver statements, performance, and standard reporting for separately managed accounts
- Work with Portfolio Management and Relationship Management departments to complete custom client reporting
- Respond to client and consultant requests for information
- Complete new account opening process for new clients
Apr 2008 - Sep 2012
Sales Assistant
- Prepare sales presentations and other marketing materials
- Research and respond to Requests for Proposals for current and prospective clients including pension plans, state and municipal government entities, and public funds
- Organize mass electronic mailings and electronic presentations
Mar 2007 - Apr 2008
Proxy Specialist
- Coordinate communication between clients and global markets
- Resolve client inquiries, perform ballot reconciliations, and process votes on behalf of BNY Mellon custody clients
- Maintain electronic and paper databases of confidential information
Oct 2005 - Mar 2007
Temporary Administrative Assistant
- Responsible for tracking daily files through the writing, revision, and client approval process
- Accountable for making editors’ corrections and proofreading the final marketing pieces for invention submissions to the marketplace
- Maintained and updated client databases for America's largest inventor service firm
Aug 2005 - Oct 2005
2 education records
Allison Gilpatrick education
Master Of Business Administration (M.B.A.), Marketing
Bachelor Of Arts, English
FAQ
Frequently asked questions about Allison Gilpatrick
Quick answers generated from the profile data available on this page.
What company does Allison Gilpatrick work for?
Allison Gilpatrick works for BNY Investments.
What is Allison Gilpatrick's role at BNY Investments?
Allison Gilpatrick is listed as Senior Associate, Proposal Development at BNY Investments.
What is Allison Gilpatrick's email address?
AeroLeads has found 1 work email signal at @mcm.com for Allison Gilpatrick at BNY Investments.
Where is Allison Gilpatrick based?
Allison Gilpatrick is based in Pittsburgh, Pennsylvania, United States while working with BNY Investments.
What companies has Allison Gilpatrick worked for?
Allison Gilpatrick has worked for Bny Investments, Newton Investment Management Group, Mellon, Mellon Capital, and Bny Mellon Cash Investment Strategies.
How can I contact Allison Gilpatrick?
You can use AeroLeads to view verified contact signals for Allison Gilpatrick at BNY Investments, including work email, phone, and LinkedIn data when available.
What schools did Allison Gilpatrick attend?
Allison Gilpatrick holds Master Of Business Administration (M.B.A.), Marketing from Duquesne University.
What skills is Allison Gilpatrick known for?
Allison Gilpatrick is listed with skills including Marketing, Microsoft Excel, Mutual Funds, Financial Analysis, Process Improvement, Microsoft Office, Access, and Equities.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Allison Gilpatrick you were looking for.
View similar profiles