Broker Check

Allison D’Agostino

Manager,
Operations Coordinator


[email protected]

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After working at BlackRock and Merrill Lynch for the first six years of my career in the financial services industry, I came to Coastal in 2012 as an Operations Coordinator. The opportunity to have a multi-faceted role where I can help support and positively impact so many aspects of the client experience is very rewarding. On a typical day, you might find me producing and processing client paperwork, creating internal reports, resolving operational matters, and even helping with compliance issues.

I graduated from Newbury College in 2006 with a BS in Business Management with a concentration in Culinary Arts. I love applying the skills I learned in the kitchen to my fast paced position, where I am often challenged with multi-tasking and rapid decision-making while striving to produce wonderful outcomes. Beside my passion for cooking, I am an avid Boston sports fan. I am grateful for having great hometown teams to cheer for!