MarshBerry Welcomes Allison Dassani as Director & COO of Financial Advisory

MarshBerry, a leading investment banking and consulting firm serving the Insurance Distribution and Wealth Management industries, is pleased to introduce Allison Dassani in her new position as Chief Operating Officer of Financial Advisory. Dassani’s outstanding results at leading firms like Goldman Sachs and JPMorgan Chase led to her appointment to MarshBerry’s largest revenue-generating division. Years of successful team management, and her expertise in strategic growth, business planning, and risk management made Dassani an easy choice.

“Allison’s gift for analysis and strategic planning enables her to proactively identify and address departmental and team challenges before they affect clients. Her passion for improving performance and client experience holistically improves the Financial Advisory Team by impacting many areas,” said MarshBerry’s President of Financial Advisory, Phil Trem. “Colleagues and clients alike will benefit from Allison’s experienced leadership.”

Dassani’s role as Director and COO is indeed holistic, touching on all aspects of the business from project leadership to policy development. Ensuring her team has everything they need to succeed is a high priority. This includes creating collaborative plans with colleagues that provide professional development and skill-building so MarshBerry clients always receive outstanding service and results.

Before MarshBerry, Dassani held the positions in the Risk Division Regulatory Policy group at Goldman Sachs, and in the Investment Bank at JPMorgan. Allison is an alum of Ohio State University and a passionate supporter of economic empowerment and community-building organizations.