Allison Steele is the Office Manager at Pettinelli Financial Partners (PFP), and oversees all aspects of business operations, client administration, and human resources. Allison joined the company in 2016, bringing over a decade of experience in customer service and management as the Event Coordinator bringing her passion for building strong client connections and incorporating impactful marketing, advertising, and event management skills to the firm. She was soon promoted to Client Relationship Manager supporting the PFP advisor teams by preparing case materials, handling service requests, and strengthening client relationships.
In January 2019, Allison was promoted to her current role, working closely with the firm's leadership team to help ensure smooth and efficient operations of the firm. She formulates the annual business plan with the business owner that includes firm and individual revenue, growth, and operational goals. She designs and implements key business systems and procedures, creates, and maintains all firm policies and procedures, and establishes rules and standards for business operations. As the primary liaison with outside consultants and vendors, Allison manages priorities, workflow, and successful relationships that drive performance improvements and promote long-term business success. Additionally, she manages the firm's Human Resources operations, including hiring and onboarding/offboarding process, goal setting, coaching, reporting, and tracking, and the firm's overall performance management, payroll, benefits, and internship program. Allison partners with the leadership team to implement best practices for a positive and supportive employee experience.
A native to the Bay Area, Allison was born and raised in South San Francisco and now resides in San Mateo with her partner, Sylvia, and dog, a Chihuahua Terrier mix named Sir Benedict Blanco. She enjoys adventure and taking impromptu foodie road trips to find California's delicious hidden gems and discover new sights. In her free time, she is an avid sports fan, with a well-founded love for the San Francisco Giants, Golden State Warriors, and the Kansas City Royals. Additionally, Allison is a self-proclaimed Disney fanatic, visiting the park regularly with a special fondness for The Little Mermaid.