NAPFA Fall 2023 National Conference Speaker

Daleele Alison is a technology professional, entrepreneur, and Microsoft Partner. As the CEO and co-founder of RooksDM, a technology consulting firm, he helps alleviate pain points for small to mid-size financial advisory firms by using the right technology, including Microsoft 365. RooksDM does everything from one-time consulting and project implementation to building custom technology solutions. For the past decade, Alison has worked as a consultant, business analyst, and project manager for Fortune 500 companies to small and medium-sized businesses. He is a passionate entrepreneur who additionally founded local networking groups Digital Marketing Topic and Trends (DMTT) and Local Coffee Chi (a social group for coffee lovers in Chicago). To learn more, visit www.RooksDM.com.