You're signed outSign in or to get full access.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Moment Partners | Senior Associate | Nov 2024 to Present | — |
| Wells Fargo Advisors | Client Associate | Apr 2022 to Nov 2024 | — |
| YOGURT SHACK | Assistant Manager | Aug 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 College | Senior Staff Member | Jan 2016 to May 2016 | Writing stories, communication skills, meeting deadlines, Wordpress, and representing the Inquirer. |
| The Inquirer of Diablo Valley College | Staff Member | Aug 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
Others at Moment Partners, LLC (1)
| Name | Role | Location |
|---|---|---|
J Jason Cohen | Managing Partner | CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Associate | Intellectus Partners, LLC | CA , United States | |
A Anton Perminov | Research Analyst | Intellectus Partners, LLC | San Francisco, CA , United States |
| Principal | Osborne Partners Capital Management, LLC | San Francisco, CA , United States | |
| Investment Analyst | Osborne Partners Capital Management, LLC | San Francisco, CA , United States | |
J Joel Newman | Trader | Fort Point Capital Partners LLC | New York, NY , United States |
| Managing Partner | Fort Point Capital Partners LLC | San Francisco, CA , United States |