Practifi
Alison Gordon has worked in various roles for a range of companies since 2011. Alison began their career at RR Company of America as an Assistant Accounts Payable in 2011. In 2015, they worked as an Administrative Assistant for CSE ICON, Inc. and as a Member Services Coordinator for the Lafayette Bar Association. In 2016, they moved to the Pandit Law Firm, where they held the role of Firm Administrator. In 2018, they took on the role of Executive Assistant to the CEO at A7V. Currently, they work at Practifi as both an Operations Lead and an Operations Administrator.
Alison Gordon attended the University of Louisiana at Lafayette from 2006 to 2015, where they earned a Bachelor of General Studies with a major in Business Administration and Management.
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Practifi
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Practifi is the performance optimization platform purpose-built for the wealth management industry. Practifi empowers teams to automate workflows, create rich client records, and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist wealth industry integrations, and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations. Headquartered in Chicago, Illinois, with offices in Sydney, Australia, Practifi enables organizations across the globe to deepen loyalty with their clients and pioneer the future of wealth management.