As the Senior Client Relationship Manager, Allie manages all of the Enterprise clients for Essentia Analytics; a behavioural finance and software company that helps institutional investors improve their trading behaviours. As Essentia is a 50-person start up, Allie and the team wear many hats. Her role also involves running the Customer Success team; she has recently explored fundraising responsibilities for the company. Prior to Essentia, Allie worked at J.P. Morgan for 11 years as a Private Banker covering the Ultra High Net Worth Mexico region, based out of New York and Miami.