Allen Wallace's Location
Cedar Rapids, IA, US
Allen Wallace's Work
- Chief Investment Officer @ Basepoint Wealth
- Director of Wealth Management @ Basepoint Wealth
- Financial Advisor @ Financial Services Company
Allen Wallace's Education
- The University of Iowa Tippie College of Business
Master of Business Administration - MBA (Business Administration and Management, General)
2019 - 2021 - Augustana College
Bachelor of Arts - BA (Accounting and Finance)
1994 - 1998
Allen Wallace's Skills
- Leadership
- Personal Financial Planning
- Investment Advisory
- Personal Tax Planning
- Estate Planning
- Registered Investment Advisor
Allen Wallace's Summary
Allen Wallace, based in Cedar Rapids, IA, US, is currently a Chief Investment Officer at Basepoint Wealth, LLC, bringing experience from previous roles at Basepoint Wealth, LLC and Ameriprise Financial Services, Inc.. Allen Wallace holds a 2019 - 2021 Master of Business Administration - MBA in Business Administration and Management, General @ The University of Iowa Tippie College of Business. With a robust skill set that includes Leadership, Personal Financial Planning, Investment Advisory, Personal Tax Planning, Estate Planning and more, Allen Wallace contributes valuable insights to the industry. Allen Wallace has 2 emails on RocketReach.
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