Allison Dassani’s track record of leading teams within large investment banks makes her an invaluable asset to MarshBerry’s leadership team. Her experience at firms like Goldman Sachs and JPMorgan Chase are foundational to Allison’s ability to direct MarshBerry’s most significant revenue-generating business unit towards exceeding its goals.
As Chief Operating Officer of Financial Advisory, Allison utilizes her analytical, strategic, risk assessment, and management skills to ensure the Financial Advisory department consistently provides insurance and wealth management clients with outstanding service and results.
Through strategic business planning, cultivation of high-performing teams, and leadership of key growth initiatives, Allison guides the Financial Advisory Team with the mission of providing enhanced performance and client service.
Allison currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 79 and 63 FINRA Registrations through MarshBerry Capital, LLC, the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., LLC.
Allison is an Ohio State University alum and passionate supporter of economic empowerment.