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Brian Allen Location
Sewickley, PA, US
Brian Allen Work
2023 -now Chief Investment Officer @
1999 -2023 Senior Vice President @
1993 -1998 Portfolio Manager @ Patterson Capital
1988 -1991 Portfolio Manager @
Brian Allen Education
The Wharton School
MBA (Finance)
1991-1993
James Madison University - College of Business
Brian Allen Skills
Investment Management
Investments
Business Development
Asset Management
Written Communication
Fixed Income Strategies
Economics
Investment Portfolios
Communication
Sales
Fixed Income
Portfolio Management
Management
Asset Allocation
Financial Analysis
Investment Strategies
Bloomberg
Wealth Management
Investment Advisory
Microsoft Excel
Microsoft Office
Marketing
Process Improvement
Brian Allen Summary
Brian Allen, based in Sewickley, PA, US, is currently a Chief Investment Officer at CS McKee. Brian Allen brings experience from previous roles at CS McKee, Patterson Capital and NationsBank. Brian Allen holds a 1991 - 1993 MBA in Finance @ The Wharton School. With a robust skill set that includes Investment Management, Investments, Business Development, Asset Management, Written Communication and more. Brian Allen has 3 emails and 3 mobile phone numbers on RocketReach.
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