As a credit analyst, Allison supports all facets of the corporate and municipal credit review process, including analyzing and monitoring individual credits and identifying relative value opportunities within the market. Before transitioning to her current role, Allison was as an investment analyst at CCM, where she collaborated with senior portfolio managers to develop expertise in analyzing various sectors within its investment portfolios. She is a member of the firm’s Impact and CRA Committee.
Biography:
Allison joined CCM after internships at Morgan Stanley and Oppenheimer & Co. Inc., where she supported financial advisers with client services, proposals, asset allocation strategies, and financial modeling. She also assisted wealth managers with sales outreach and client events. Allison received her B.A. in Finance from Florida Atlantic University. She also completed the school’s Financial Analyst Program.