Allison Mnookin
Director/Board Member at LPL FINANCIAL HOLDINGS INC.
Net worth: 3 M $ as of 2024-03-30
Profile
Allison H.
Mnookin is currently an Independent Director at LPL Financial Holdings, Inc. and a Director at Bill.com LLC and Bill Holdings, Inc. She previously served as an Independent Non-Executive Director at Fleetmatics Group Ltd.
and as a Director at QuickBase, Inc. and Quartz Holding Co. Prior to that, she was Vice President & General Manager at Intuit, Inc. Mnookin holds an MBA from Harvard Business School and an undergraduate degree from Harvard College.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-03-25 | 9,722 ( 0.01% ) | 3 M $ | 2024-03-30 | |
BILL HOLDINGS, INC.
0.00% | 2023-12-06 | 3,559 ( 0.00% ) | 244 574 $ | 2024-03-30 |
Allison Mnookin active positions
| Companies | Position | Start |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Director/Board Member | 2018-06-03 |
| BILL HOLDINGS, INC. | Director/Board Member | 2019-06-30 |
LPL Holdings, Inc.
 LPL Holdings, Inc. Investment ManagersFinance LPL Holdings, Inc. operates as a holding comany for LPL Financial Services. It provides investment advisory, marketing, administrative, distribution and information systems services to the independent financial advisor network in the United States through its subsidiaries. The company is headquartered in Boston, MA. | Director/Board Member | - |
Bill.com LLC
 Bill.com LLC Packaged SoftwareTechnology Services Bill.com LLC provides business payments solutions. The firm offers ACH payments processing, automates the accounts payable and accounts receivable processes. Its automated system takes scanned, fax or emails of bills, routes to approvers and provides one-click access to any needed backup docs. The company was founded by Rene Lacerte in April 2006 and is headquartered in Palo Alto, CA. | Director/Board Member | 2019-10-07 |
Former positions of Allison Mnookin
| Companies | Position | End |
|---|---|---|
QuickBase, Inc.
 QuickBase, Inc. Packaged SoftwareTechnology Services QuickBase, Inc. provides cloud based solution services. The firm's solutions include process improvement, asset management, CRM & sales management, customer service, human resources, field services, project and training management. The company was founded by Joe Rice, Jim Salem and Claude von Roesgen in 1999 and is headquartered in Boston, MA. | Chief Executive Officer | 2016-10-31 |
Quartz Holding Co.
 Quartz Holding Co. Financial ConglomeratesFinance Quartz Holding Co. operates as an investment holding company. The company is headquartered in Sauk City, WI. | Director/Board Member | 2019-03-31 |
| FLEETMATICS GROUP PLC | Director/Board Member | 2016-11-06 |
| INTUIT INC. | Corporate Officer/Principal | 2016-02-29 |
Training of Allison Mnookin
| Harvard Business School | Masters Business Admin |
| Harvard College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 3 |
|---|---|
| INTUIT INC. | Technology Services |
| LPL FINANCIAL HOLDINGS INC. | Finance |
| BILL HOLDINGS, INC. | Technology Services |
| Private companies | 5 |
|---|---|
LPL Holdings, Inc.
LPL Holdings, Inc. Investment ManagersFinance LPL Holdings, Inc. operates as a holding comany for LPL Financial Services. It provides investment advisory, marketing, administrative, distribution and information systems services to the independent financial advisor network in the United States through its subsidiaries. The company is headquartered in Boston, MA. | Finance |
Fleetmatics Group Ltd.
 Fleetmatics Group Ltd. Packaged SoftwareTechnology Services Fleetmatics Group Ltd. engages in the provision of fleet management software solutions. The company was founded by Peter Mitchell and Richard Fitzergald in 2004 and is headquartered in Dublin, Ireland. | Technology Services |
QuickBase, Inc.
QuickBase, Inc. Packaged SoftwareTechnology Services QuickBase, Inc. provides cloud based solution services. The firm's solutions include process improvement, asset management, CRM & sales management, customer service, human resources, field services, project and training management. The company was founded by Joe Rice, Jim Salem and Claude von Roesgen in 1999 and is headquartered in Boston, MA. | Technology Services |
Quartz Holding Co.
Quartz Holding Co. Financial ConglomeratesFinance Quartz Holding Co. operates as an investment holding company. The company is headquartered in Sauk City, WI. | Finance |
Bill.com LLC
Bill.com LLC Packaged SoftwareTechnology Services Bill.com LLC provides business payments solutions. The firm offers ACH payments processing, automates the accounts payable and accounts receivable processes. Its automated system takes scanned, fax or emails of bills, routes to approvers and provides one-click access to any needed backup docs. The company was founded by Rene Lacerte in April 2006 and is headquartered in Palo Alto, CA. | Technology Services |
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