Published Date: January 1, 2025

Protecting Partnerships and Planning for Growth with Citi’s Alison Davis

In this episode, Alison Davis, Head of Client Development Partnerships at Citi, shares her unique journey through finance, her brief venture into the restaurant industry, and her insights into effective wealth and succession planning for entrepreneurs. Allison describes how her own experience with a restaurant startup allowed her to relate to clients in the food industry. She also highlights Citi’s decade-long partnership with No Kid Hungry, a campaign focused on eradicating child hunger in the United States, and explains how the bank supports both clients and communities through financial planning and social responsibility.

Guest(s):

Alison Davis,
Head of Client Development Partnerships,
Citi

If you fail to plan, you plan to fail. Thoughtful financial planning can change the generational trajectory of a family.

– Alison Davis

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