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A $2.7 billion RIA makes Allison Felix, 40, its president. She started as an executive assistant out of college.

CEO Steve Cassaday also sold her a minority stake in the firm and paid for half of an MBA as part of her grooming

Author Brooke Southall July 13, 2018 at 7:49 PM
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Allison Felix proved herself the old-fashioned way to create a very modern result.

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