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Allison Roullier

Allison Roullier

Senior Associate at Moment Partners, LLC

San Francisco, CA , United States

About

Allison Roullier is Senior Associate at MOMENT PARTNERS, LLC in San Francisco, CA, where she supports the firm’s deal sourcing, diligence, and relationship management. At Moment Partners, she works with growth-minded companies, with an investment focus on technology, fintech, and innovative consumer sectors, contributing analytical expertise and client engagement to the team’s strategic investment decisions.

Before joining Moment Partners, Allison was a Client Associate at Wells Fargo Advisors, where she gained hands-on experience supporting team operations and managing client relationships in wealth management (2022–2024), and previously she built operational leadership skills as Assistant Manager at Yogurt Shack (2018–2021). This blend of financial services and business operations enables her to navigate both technical diligence and client coordination in investment environments.

Allison earned her Bachelor’s degree in Multi/Interdisciplinary Studies from San Diego State University and her Associate’s degree in Journalism from Diablo Valley College, bringing strong research and communication skills to her investment practice. Her achievements include supporting client portfolios at Wells Fargo and advancing strategic growth initiatives at Moment Partners, with a specialization in early-stage to growth-stage technology investments.

Career History

OrganizationRoleDate RangeDetails
Moment PartnersSenior AssociateNov 2024 to Present
Wells Fargo AdvisorsClient AssociateApr 2022 to Nov 2024
YOGURT SHACKAssistant ManagerAug 2018 to Nov 2021
Evaluate, train, and mentor new and existing employees, organize incoming shipments and orders, executes daily budgeting and accounting
The Inquirer of Diablo Valley CollegeSenior Staff MemberJan 2016 to May 2016
Writing stories, communication skills, meeting deadlines, Wordpress, and representing the Inquirer.
The Inquirer of Diablo Valley CollegeStaff MemberAug 2015 to Dec 2015
Writing stories, communication skills, meeting deadlines, Wordpress, and representing the Inquirer.

Education

San Diego State University

Bachelor’s Degree, MULTI/INTERDISCIPLINARY STUDIES

2016 2018

Diablo Valley College

Associate’s Degree, Journalism

2014 2016

Skills & Expertise

Writing
Microsoft Word
Public Relations
WordPress
Customer Service
Journalism
Creative Writing
Online Journalism

Others at Moment Partners, LLC (1)

NameRoleLocation
J
Jason Cohen
Managing PartnerCA , United States

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