Peter Allison Email & Phone Number

Portland, Maine, United States

Chenmark is a family-run company based in Portland, Maine that owns and operates small businesses across several industries in the US and Canada.If you are a small business owner who is considering selling your company and retiring (now, or in the future) but you want to ensure that your company will be well-managed, your employees will have a continued future, and your legacy will endure, please do not hesitate to reach out to me.

New York, New York, United States

Head of Customer Success for the US

Greater New York City Area

▪ Member of four-person executive team where I led account management and corporate strategy▪ Oversaw client engagement across the firm; responsible for maximizing customer experience and increasing customer utilization (revenue) of products and services; solved client relationship problems▪ Built and standardized the client management processes aimed at delivering a more consistent and higher quality experience for customers▪ Managed the entire team of client facing employees (4 Managing Directors, 3 Directors, 5 Senior Analysts)▪ Collaborated with our Head of Sales to create an organic sales pipeline through our existing clients andimplement different monthly performance challenges aimed at maximizing companywide productivity▪ Proposed and spearheaded the integration of technology upgrades to our internal system which increased productivity, generated revenue, and better optimized workflow▪ Created and tracked monthly revenue targets for the entire firm and individual account coverage teams

New York, New York, United States

▪ Covered 15 hedge funds and 75 analysts, including 6 of the top 8 clients at the firm▪ Grew 5 clients from inception to becoming top 10 revenue generating customers▪ No. 1 revenue producer with $3.5 million book of business; set company records for revenue in 2014 and 2015▪ Successfully prospected and acquired 10 new clients in 2014, 2015 and 2016, resulting in $1.5+ million ARR▪ Managed a team of 9 associate and junior analysts

New York, New York, United States

▪ Doubled book of business from 2012 to 2014; recruited over 1,500 industry professionals globally across all sectors; set up the most consultations by a junior analyst in 2009, 2010 and 2011▪ Mentored new hires, led continued development of analysts, and created Recruiting Best Practices manual to aid in onboarding process

Analyst on the Structured Funds Desk sitting on the Equity Derivatives trading floor. ▪ Created and maintained information database on 400+ hedge fund and fund of funds investments▪ Monitored risks on all trades including portfolio liquidity, strategy concentrations, and hedge fund concentrations

Bachelor'S Degree, Mathematics And Economics

High School

Education record