Allison Berkowitz Email & Phone Number
Chief Investment Officer
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Allison Berkowitz Location
- Austin, TX, US
Allison Berkowitz Work
- 2022 -now Chief Investment Officer @ Calla Pond
- 2022 -now COO @
- 2021 -2024 Board Member @
- 2019 -2022 Senior Analyst @
- 2018 -2019 Analyst @
- 2017 -2018 Client Service Associate @
- 2017 -2017 Researcher @ Quanitative Biology and Epidemiology Lab
- 2017 -2017 Morgan Stanely Financial Program Administration @
- 2016 -2016 Global Wealth Management Intern @
- 2016 -2016 Morgan Stanley Financial Program Part 1 @
- 2016 -2017 Research Assistant @
- 2014 -2017 Research Assistant @
- 2014 -2015 Vice President of Outreach @
- 2016 -2017 Assistant @ Mike and Rennee Child Center for Innovation and Entrepreneurship
Allison Berkowitz Education
- UC Davis
B.A. Economics (B.S. Global Disease Biology, Health Policy Analysis)
2012-2017
Allison Berkowitz Skills
- Microsoft Office
- PowerPoint
- Microsoft Word
- Public Speaking
- Microsoft Excel
- Event Planning
- Time Management
- Social Networking
- Customer Service
- Research
- Business Development
- Community Outreach
- Leadership
- Social Media
- Teamwork
- Data Analysis
- Fundraising
- Editing
- Teaching
- Communication
- Nonprofits
- Management
- Data Entry
- Writing
- Marketing
- Microsoft PowerPoint
- Data Analytics
- Stocks
- Investment Strategies
- Investment Banking
- Private Equity
- Financial Analysis
- Quantitative Research
- Notary
Allison Berkowitz Summary
- Allison Berkowitz, based in Austin, TX, US, is currently a Chief Investment Officer at Calla Pond. Allison Berkowitz brings experience from previous roles at Private Family Office, For Kids Foundation, EPIQ Capital Group and Summit Trail Advisors. Allison Berkowitz holds a 2012 - 2017 B.A. Economics in B.S. Global Disease Biology, Health Policy Analysis @ UC Davis. With a robust skill set that includes Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel and more. Allison Berkowitz has 2 emails and 1 mobile phone numbers on RocketReach.
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