Oppenheimer Holdings
Allison Potter has extensive experience in equity capital markets and investment banking. Currently, at Oppenheimer & Co. Inc., since February 2021, Allison has held the roles of Equity Syndicate Associate and Equity Syndicate Analyst. Prior experience includes serving as an Investment Banking Associate at Lake Street Capital Markets, LLC, and a Business Development Representative at NetSuite. Earlier roles also include various positions in sales, financial analysis, and business development, with notable experience at Anthropologie, Marsico Investment Fund, and First National Bank. Allison holds a BSBA in Finance, Business Law and Ethics, and Economics from the University of Denver - Daniels College of Business, completed in 2018, after graduating from Orono High School in 2014.
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