Senior Vice President, Director of Technology Services @ (April 1997 - May 2013)
Financial Advisor @ Davis and Jennings (July 1995 - April 1997)
Loan Workout Analyst @
Alan McAulay Education
Abilene Christian University
Bachelors (Accounting, Finance)
1982-1986
Alan McAulay Skills
Alternative Investments
Asset Allocation
Asset Management
Asset Managment
Business Process
Business Process Improvement
Cloud Computing
Customer Relationship Management (CRM)
Disaster Recovery
Equities
Finance
Financial Advisory
Financial Planning
Financial Services
Fixed Income
Information Technology
Integration
Investment Advisory
Investment Management
Investment Strategies
Investments
Leadership
Management
Mutual Funds
Networking
Portfolio Management
Project Management
Retirement
Retirement Planning
Salesforce.com
Securities
Series 63
Series 7
Software Development Life Cycle (SDLC)
Strategic Planning
Strategy
Uniform Combined State Law
Vendor Management
Wealth Management
Alan McAulay Summary
Alan McAulay, based in Texas, United States, is currently a Director of Managed Services at SMB Suite. Alan McAulay brings experience from previous roles at Villages of Lake Highlands | Dallas Senior Living, Global Financial Research and Trading, Docupace Technologies and Williams Financial Group. Alan McAulay holds a 1982 - 1986 Bachelors in Accounting, Finance @ Abilene Christian University. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Business Process and more. Alan McAulay has 1 emails and 1 mobile phone numbers on RocketReach.
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