Practifi
Alyssa May has a diverse work experience, starting with their role as a Brand Development Executive at Owens Harkey Advertising in 2011. In 2013, they moved to WFLD FOX 32 / WPWR My50 as a Sales Support Supervisor. In 2016, they joined Morningstar as a Sales & Customer Success Trainer, then moved to Customer Engagement Manager and Regional Sales Associate. Finally, in 2019, they joined Practifi as a Director Of Learning, then Learning Manager, Learning Consultant, and Customer Success Manager.
Alyssa May attended the W. P. Carey School of Business at Arizona State University from 2008 to 2011, where they earned a Bachelor of Science in Marketing.
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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.