Alison Nichols
Reporting Manager
As Reporting Manager, Alison is responsible for leveraging technology solutions to provide accurate portfolio data internally at MONTAG and also to our clients. Alison is also tasked with the regular preparation and distribution of a variety of custom reporting requests.
Prior to joining MONTAG, Alison worked as a Reporting Specialist for a national wealth management firm, where she provided support to advisors, clients, and operations through performance reporting and data integrity. She began her financial industry career as a Sales Assistant, and spent 8 years in client services and relationship management prior to transitioning her focus to reporting and operations.
Alison holds an MBA in Business Analytics from Florida State University. In her free time, she enjoys traveling, gardening, listening to podcasts, and spending time with her dog, Dodger.
Education
- M.B.A., Florida State University College of Business
- B.A. in English Literature, Kennesaw State University