Allison Brascom
About Allison Brascom
Allison Brascom is a Client Success Manager at Pinnacle Financial Strategies, where she has worked since 2023. She has a background in business administration and management, with experience in optimizing financial programs and providing business banking solutions.
Work at Pinnacle Financial Strategies
Allison Brascom has been serving as a Client Success Manager at Pinnacle Financial Strategies since 2023. In this role, she focuses on enhancing client satisfaction and success through tailored solutions. Her responsibilities include optimizing client engagement and ensuring that clients benefit from the firm's financial services. Brascom's expertise in performance measurement programs allows her to deliver customized strategies that support clients in achieving their financial goals.
Previous Experience in Financial Services
Prior to her current position, Brascom worked at Chase as a Licensed Relationship Banker from 2019 to 2020 in Lakeway, Texas. In this role, she developed skills in client relationship management and financial product offerings. Additionally, she served as an Administrative Assistant at Trust Consulting Group for seven months in 2016, where she gained experience in administrative operations. Her early career included an internship at Allstate in 2018, providing her with foundational knowledge in the financial services sector.
Education and Expertise
Allison Brascom holds a Bachelor's degree in Business Administration and Management with a minor in Accounting from Texas A&M University-Corpus Christi, where she studied from 2016 to 2018. She also attended Texas State University from 2014 to 2016, focusing on Business Administration and Management. Her educational background equips her with a strong understanding of business operations and financial management. Brascom specializes in optimizing debit card programs and implementing cash back rewards programs to enhance client profitability.
Specialization in Business Banking Solutions
Brascom specializes in providing business banking solutions that assist financial institutions in attracting and retaining accountholders. Her focus on delivering customizable performance measurement programs helps clients gain a competitive edge in the financial industry. This specialization reflects her commitment to enhancing client profitability and satisfaction through tailored financial strategies.