Allison McFarlane Inc.

At Allison McFarlane Inc. (AMI), we lead with purpose, creativity, and conviction. We specialize in delivering exceptional solutions that help brands not only standout but build lasting connections that drive intentional growth.

Strategic Community Activations: We design and execute high-impact initiatives that boost visibility, foster engagement, and create meaningful brand experiences.
Innovative Branding Strategies: By merging bold creativity with personalized approaches, we deepen audience relationships, build loyalty, and elevate brand credibility.
Aligned Partnerships: Every collaboration is rooted in our clients’ values, enhancing market positioning and brand resonance for measurable, long-term success.

Our grassroot approach combines precision, storytelling, and deep market insight to deliver strategies that drive real results. From community engagement to high-level brand strategy, AMI helps businesses.

Rooted in faith, purpose, and connection, I believe that extraordinary brands don’t just grow they inspire, lead, and leave a legacy.

Let’s build something extraordinary.
✦ Branding ✦ Community ✦ Strategy

Hebrews 11:1 “Now faith is the substance of things hoped for, the evidence of things not seen.”

Chief Executive Officer

JPMorgan Chase & Co.

Business Relationship Manager

Service Women's Action Network (SWAN)

The Service Women’s Action Network (SWAN) is the voice of all military women – past, present, and future. We are a member-driven community network advocating for the individual and collective needs of service women. SWAN’s priorities are guided by our members, who include thousands of women and men, service members, and civilians alike.

Member Board of Directors

Capital One

Vice President, Business Development Banker

Bank of America

Small Business Consultant

Relationship Manager

Small Business Specialist

Founder of AMI | Brand Connectivity | Empowerment| Speaker | Thought Leader | Women Who Mean Business Honoree| Board of Director |🎙️Host of “They Say” Podcast | Business Consultant | Top Voice

With over 15 years of experience in commercial banking, Allison McFarlane built a powerful foundation in financial analysis, strategic partnerships, and client relationship management. Her career spanned both corporate and retail banking, where she held key roles and was known for structuring complex financial solutions, driving profitability, and delivering client-centric innovation.

Allison’s strategic foresight and operational leadership fueled measurable growth for the institutions she served. She led initiatives that improved efficiency, increased market share, and elevated customer satisfaction earning her a reputation as a trusted advisor and change agent within the banking industry.

Driven by a passion for impact and transformation, Allison transitioned into entrepreneurship and founded Allison McFarlane Inc. (AMI). At AMI, she brings together her financial acumen and marketing expertise to design highimpact strategies in sales, branding, and communications. Her ability to distill complex challenges into actionable solutions empowers clients to amplify their presence, cultivate meaningful connections, and drive sustainable growth.

Today, Allison stands at the intersection of strategy, storytelling, and community leadership helping brands scale with purpose and precision.

Allison McFarlane, MBA

I am a resources for businesses that needs different types of lending.

Owner

Provide multiple lending services;  commercial Real Estate and Investment Real Estate lending...

Senior Business Relationship Manager

Texas Capital Bank

*I am a well rounded banker- who puts my business clients needs first.  I help my business clients unlock the cash conversion cycle and lending services.

Vice President

BBVA Compass

*Working with clients and prospects in need of Working Capital and Commercial Lending with revenue size up to $10MM.

Business Banking Relationship Manager

J.P. Morgan

*Working in obtaining small business credit applications from $10K up to $250K, with revenues of $1MM and up.  
*Excellent customer service practices, relevant lending issues.
*Executes the business strategy by making outbound calls and seeking referrals. 
*Identifies customer's banking needs and recommend solutions.
*Recommend  business credit to both existing and new clients.
*Reconsideration to Underwriter with guidelines, credit pricing, terms, and structures.
*Overseas preparation of loan packages for approval. 
*Monitor and communicate with Underwriter on credit approval process.
*Cross-selling other products and refer back to retail partners.

Business Sales Specialist 

*Manage over 157+ commercial and retail portfolios.
*Proving Chase at Work program through major employer companies.  Partnership with Commercial Banker and support the companies from Mid size corporation to S&P Companies.
*Developing relationship with decision makers and partnership with internal (District Manager, Business Relationship Manager, Private Client Teams and Retail Branch Team).
*Set sales meetings, on-sites with continuation of 12 month program with the company and deliver financial seminars for corporate employees.

National Account Manager Vice President

Chase

*Interviewed candidates for the sales team.
*Manage the sales management process by using numbers, diagnosing problems, building branch action plans with expectations and follow up.
*Coached and monitored a team of 12-18 bankers and partners to monthly sales goals.
*Make sure the right people are on the team, coach them, build their skills and help individuals advance in their careers.
*Support the sales team met and exceeded individual goals as well as the overall branch revenue goals.

Branch Manager Vice President

•	Acquired 50% of new business clients through prospecting in and outside of the branch 
•	Maintained and deepened relationships with new and existing clientele through profiling to ensure we captured the full opportunity with the customer.
•	Trained branch team to uncover sales opportunities among both current and potential business customers.
•	Managed all business credit applications from start to finish. Entered business credit applications and booked business loans worth $5 million in 2007, $7 million in 2008 and $10 million in 2009.
•	Worked with the branch’s existing book of 200 customers to ensure business and personal cross-sell opportunities were captured.

Sales Business Development Manager

•	As part of dedicated team of trained specialists, worked closely with a select group of clients to deliver the highest level of services at all times.
•	Expanded sales by retaining new deposits from walk-in clients and from existing clients.
•	Increased branch sales from $65 million to $130 million. Doubled sales for two consecutive years and won a National Sales trip in 2000, 2001 and 2003.
•	Met and exceeded loan goals in 1999-2003, over 110% and won MVP for Investment referral.

Nee is a Mod faculty member at Goldman Sachs, specializing in business consulting. Her passion lies in assisting small businesses and positively impacting the community. She recently retired and has 28 years in financial services as a business lender.  Nee enjoys working with diverse clients and is proud to have contributed to their success.

As an accomplished business consultant, Nee has attained numerous accolades, including her involvement in the 10,000 Small Businesses program.

Nee's expertise lies in commercial real estate, acquisition and refinance, industrial and office buildings, owner and non-owner-occupied commercial real estate, and the SBA 504 and 7a program.

taplio

The Battle

Allison McFarlane, MBA

Nee Opiela

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