Cari Allison

Account Manager

Cari works directly with the clients who engage Visionary as their Chief Growth Officer. She helps clients drive revenue and create strategies to expand sales development initiatives. Cari works very closely with Partners and Senior Professionals to initiate prospect and referral partner opportunities.

One of her strengths is to get our clients comfortable with the sales process, which is often new to many CPAs. She breaks business development efforts into simple steps to help increase success with every opportunity.

She has a Bachelor of Science Degree from Bradley University and graduated Cum Laude. Prior to joining the Visionary team, Cari held multiple business development leadership roles for a global leader in the entertainment industry. She also held sales and merchandising positions in the branding industry, with a primary focus on revenue generation.