Allison Felix, MBA, SPHR

Doer
DISC Type : ds

Owner/Founder at Bay Park Consulting, LLC

Sterling, Virginia, United States

Overview

Allison Felix is a strategic advisor and Fractional COO who spent over two decades as Managing Partner and COO at a top wealth management firm, Cassaday & Company, Inc. An EMBA graduate from George Mason University, she is described as a thoughtful, decisive, and highly capable leader, skilled at turning vision into execution.

Outside of work, Allison is actively involved with her alma mater, serving on the Board of the Radford University Foundation. She lives in Sterling, Virginia, and enjoys traveling, reading, and watching her favorite New England area sports teams. She also supports community causes like HopeLink Behavioral Health.

She founded the Northern Virginia (NOVA) Womens COO Forum, creating a community for local operations leaders to share experiences and resources.

Personality Overview

Results Focused

Fast-paced

Risk-Accepting

They are very professional in their approach and can weigh multiple perspectives together.  They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Fractional COO Support
As the Owner/Founder of Bay Park Consulting, she now focuses on providing fractional operational leadership to help founders scale their professional service firms.
Female Leadership
She founded the NOVA Women's COO Forum and was a key part of a wealth management firm where six of eight department heads were female.
Operational Scalability
A frequent podcast guest on shows like "The COO Roundtable," she is a sought-after speaker on professional management and scaling business operations.

Media Appearances

Allison has no verified media appearances

Work History

1-2026
Owner/Founder at Bay Park Consulting, LLC
3-2025
Member at Fractionals United®
1-2022 - 7-2025
Managing Partner & COO at Cassaday & Company, Inc.
7-2018 - 12-2021
President & COO, Principal at Cassaday & Company, Inc.
5-2011 - 7-2018
Chief Operating Officer at Cassaday & Company, Inc.

Education

2009 - 2011
EMBA from George Mason University – Costello College of Business
1998 - 2001
Bachelor’s of Science in Communications from Radford University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Sterling, Virginia, United States Job Level : N/A Designation : Owner/Founder at Bay Park Consulting, LLC
URL has been copied!

Insights For Selling To Allison

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Allison is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Allison

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Allison move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Allison take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Allison

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.