Allan Katz Email & Phone Number
Chief Financial Officer
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Allan Katz Location
- New York, NY, US
Allan Katz Work
- Chief Financial Officer @ The Hanley Foundation (January 2025 - Present)
- Chief Financial Officer @ (January 2024 - December 2024)
- Chief Financial Officer, Guggenheim Securities @ (July 2013 - December 2023)
- Head of Strategic Sourcing and Expense Management @ (May 2012 - July 2013)
- Managing Director, Expense Management and Services @ (April 2011 - May 2012)
- US Head of Financial Planning and Strategy and Expense Management and Strategic Sourcing @ (September 2009 - April 2011)
- Transition Service Agreement Pricing and Analysis (Lehman Brothers Estate) @ Lehman Brothers (November 2008 - September 2009)
- Global Head of Expense Analytics, Expense and Sourcing Services @ Lehman Brothers (March 2008 - November 2008)
- Head of Planning and Analysis, Global Wealth Management | Director, Corporate Planning and Analysis @ (July 1998 - March 2008)
- Corporate Finance Manager @ (January 1996 - July 1998)
- Accounting Officer @ (February 1993 - January 1996)
- Senior Associate, Middle Markets Practice @ Coopers and Lybrand (September 1990 - February 1993)
Allan Katz Education
- NYU Stern School of Business
MBA (Finance and International Business)
- Bronx High School of Science
- Binghamton University School of Management
BS (Accounting)
Allan Katz Skills
- Business Strategy
- Management
- Budgets
- Strategy
- Business Analysis
- Business Process Improvement
- Performance Measurement
- Financial Reporting
- Business Process Re-engineering
- Change Management
- Capital Markets
- Financial Analysis
- Expense Management
- Fixed Income
- Strategic Financial Planning
- New Business Development
- Estate Planning
- Fixed Annuities
- Financial Services
- Planning
- Team Building
- Insurance
- Training
- Securities
- Services
- Wealth Management
- Financial Planning
- Business Process Re Engineering
- Security
- Marketing
- Customer Service
- Public Speaking
- Investments
- Microsoft Excel
- Registered Investment Advisor
- Retirement Planning
- Small Business
- Financial Advisory
- Strategic Planning
Allan Katz Summary
- Allan Katz, based in New York, NY, US, is currently a Chief Financial Officer at The Hanley Foundation . Allan Katz brings experience from previous roles at Siebert Williams Shank, Guggenheim Partners and Citigroup. Allan Katz holds a MBA in Finance and International Business @ NYU Stern School of Business. With a robust skill set that includes Business Strategy, Management, Budgets, Strategy, Business Analysis and more. Allan Katz has 5 emails and 4 mobile phone numbers on RocketReach.
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