Allen White Email & Phone Number
Client Portfolio Manager @ Equity Investment Corporation
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Allen White Location
- Atlanta, GA, US
Allen White Work
- Client Portfolio Manager @ (December 2022 - Present)
- Managing Director @ (July 2021 - December 2022)
- Director of Portfolio Specialists @ (September 2017 - July 2021)
- Vice President - Asset Management Consultant @ (January 2017 - September 2017)
- Assistant Vice President - Asset Management Services @ (June 2014 - January 2017)
- Internal Wholesaler @ (June 2013 - June 2014)
- Portfolio Accounting II @ (May 2012 - July 2013)
Allen White Education
- University of Florida
Master of Business Administration - MBA
2018-2020 - Florida State University
Bachelor of Science (Business Finance)
2007-2011
Allen White Skills
- Portfolio Management
- Microsoft Excel
- Microsoft Office
- Investments
- Financial Analysis
- Sales
- Finance
- Loans
- Marketing
- Insurance
- Financial Modeling
- Social Networking
- Securities
- Mortgage Lending
- Asset Management
- Mortgage Banking
- Direct Sales
- Loan Origination
- Event Planning
- Series 7
- Budgets
- Real Estate
- Recruiting
- Accounts Payable
- Risk Management
- Banking
- Mutual Funds
- Credit
- Financial Services
- Cold Calling
- Asset Allocation
- PowerPoint
- Microsoft Word
- Outlook
- Excel
- Word
- Customer Service
- Management
- Leadership
- Team Building
- Public Speaking
- Hugs
- Microsoft Outlook
Allen White Summary
- Allen White, based in Atlanta, GA, US, is currently a Client Portfolio Manager at Equity Investment Corporation. Allen White brings experience from previous roles at Great Lakes Advisors and Raymond James. Allen White holds a 2018 - 2020 Master of Business Administration - MBA @ University of Florida. With a robust skill set that includes Portfolio Management, Microsoft Excel, Microsoft Office, Investments, Financial Analysis and more. Allen White has 2 emails and 1 mobile phone numbers on RocketReach.
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