Allan Katz Email & Phone Number

Allan Katz Email & Phone Number

Chief Financial Officer, Guggenheim Securities @ Guggenheim Partners


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New York, NY, US


  • 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


  • NYU Stern School of Business

    MBA (Finance and International Business)

  • Binghamton University School of Management

    BS (Accounting)

  • Bronx High School of Science


  • Business Strategy
  • Management
  • Budgets
  • Strategy
  • Business Analysis
  • Business Process Improvement
  • Performance Measurement
  • Financial Reporting
  • Business Process Re-engineering
  • Change Management

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