LIM is pleased to announce the recent addition of Allison Morse to the firm’s marketing team as a relationship manager.
Alli will act as a key contact for consultants as well as work with existing and prospective clients. Prior to joining LIM, Alli was a Vice President of Institutional Sales for Short-term Fixed Income at State Street Global Advisors. She has experience developing and managing client relationships across the West Coast, Southeast, and New York City regions. Alli also held roles as a business analyst and competitive analysis senior associate within State Street Global Advisors and State Street Global Markets. She earned her Bachelor of Science in Mathematics from the University of Vermont and holds Series 7 and 63 licenses. Alli is a board member of San Francisco Treasury Management Association.
Please join us in welcoming Alli to our team.