Allan Katz Email & Phone Number

Allan Katz Email & Phone Number

Chief Financial Officer, Guggenheim Securities @ Guggenheim Partners

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Location

Caldwell, NJ, US

Work

  • US Head of Financial PlanningandStrategy and Expense ManagementandStrategic Sourcing @ Nomura
  • Transition Service Agreement PricingandAnalysis (Lehman Brothers Estate) @ Lehman Brothers
  • Global Head of Expense Analytics, ExpenseandSourcing Services @ Lehman Brothers
  • Head of PlanningandAnalysis, Global Wealth Management | Director, Corporate PlanningandAnalysis @ Merrill Lynch
  • Corporate Finance Manager @ Mercer Management Consulting
  • Accounting Officer @ JP Morgan
  • Senior Associate, Middle Markets Practice @ Coopers and Lybrand

Education

  • NYU Stern School of Business

    MBA (Finance and International Business)

    1994
  • Binghamton University School of Management

    BS (Accounting)

    1986
  • 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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