Alyson Mc Caffrey

Senior Relationship Manager | Financial Sales Executive | MBA

With over 15 years of experience driving growth in equities product sales, account portfolio expansion, and investor relations, I bring a dynamic blend of strategic insight and client-centered execution. My career spans financial institutions, boutique investment banks, and private equity startups, where I’ve consistently built and nurtured $3M–$12M+ long-term account relationships.

I specialize in cross-asset solution sales and commercialization strategy, activating investor networks and uncovering cross-selling opportunities through consultative engagement. My approach is rooted in deep discovery, account planning, and a commitment to maximizing client and firm value. I’ve served as a trusted partner to C-suite executives, mutual and hedge fund CIOs, portfolio managers, and analysts across diverse investment strategies—including Growth, Value, Income, Real Assets, REITs, Natural Resources, and Energy.

My leadership style emphasizes collaboration, clear communication, and strategic alignment. I thrive in roles that require both high-level vision and hands-on execution, and I’m passionate about translating complex financial concepts into actionable solutions for clients and stakeholders.

In addition to my financial expertise, I bring strong capabilities in market research, CRM systems, business strategy, and usability testing. I’m also skilled in business and grant writing, with a keen eye for detail and a commitment to excellence.

I’m currently available for hourly, part-time, or full-time freelance opportunities. My rate is $40/hour, and I’m open to remote or Houston-based roles that leverage my strengths in relationship management, strategic sales, and investor communications.