Allan Katz Email & Phone Number
Chief Financial Officer, Guggenheim Securities @ Guggenheim Partners
Location
New York, NY, US
Work
- Chief Financial Officer, Guggenheim Securities @ Guggenheim Partners
- Head of Strategic Sourcing and Expense Management @ Guggenheim Partners
- Managing Director, Expense Management and Services @ Citi
- US Head of Financial Planning and Strategy and Expense Management and Strategic Sourcing @ Nomura
- Transition Service Agreement Pricing and Analysis (Lehman Brothers Estate) @ Lehman Brothers
- Global Head of Expense Analytics, Expense and Sourcing Services @ Lehman Brothers
- Head of Planning and Analysis, Global Wealth Management | Director, Corporate Planning and Analysis @ Merrill Lynch
- Corporate Finance Manager @ Mercer Management Consulting
- Accounting Officer @ J.P. Morgan
- Senior Associate, Middle Markets Practice @ Coopers and Lybrand
Education
- NYU Stern School of Business
MBA (Finance and International Business)
- Binghamton University School of Management
BS (Accounting)
- Bronx High School of Science
Skills
- Business Strategy
- Management
- Budgets
- Strategy
- Business Analysis
- Business Process Improvement
- Performance Measurement
- Financial Reporting
- Business Process Re-engineering
- Change Management
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