Brian Allen Email & Phone Number
Vice President | Financial Consultant @ Fidelity Investments
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Brian Allen Location
- Portland, OR, US
Brian Allen Work
- Vice President | Financial Consultant @ (January 2018 - Present)
- Financial Consultant @ (January 2012 - January 2018)
- Registered Associate @ (January 2010 - January 2012)
- Investment Banking Analyst @ (January 2007 - January 2010)
- Corporate Paralegal @ (January 2006 - January 2007)
- Professional Athlete @ (January 2005 - January 2006)
- Professional Athlete @ (January 2002 - January 2004)
Brian Allen Education
- Stanford University
Bachelor of Arts - BA
1998-2002
Brian Allen Skills
- Private Clients
- Investment Management
- Strategic Financial
- Wealth Management Services
- Insurance
- Investment Strategies
- 401k
- Leadership
- Equity Research
- Asset Management
- Business Analysis
- High Net Worth Individuals
- Due Diligence
- Capital Markets
- Start Ups
- IPO
- Fundraising
- Retirement Planning
- Wealth Management
- Valuation
- Equities
- Strategic Financial Planning
- Financial Analysis
- Marketing
- Corporate Finance
- HTML
- Sales
- Alternative Investments
- Hedge Funds
- Investments
- Mergers and Acquisitions
- Excel
- Series 7
- Bloomberg
- Mutual Funds
- Financial Modeling
- Securities
- Private Client Work
- Series 63
- High Net Worth
- FINRA
- Microsoft Excel
- Bloomberg Terminal
- Thomson One
- Investment Banking
- Asset Allocation
- PowerPoint
- Microsoft Office
- Finance
- Portfolio Management
Brian Allen Summary
- Brian Allen, based in Portland, OR, US, is currently a Vice President | Financial Consultant at Fidelity Investments. Brian Allen brings experience from previous roles at Fidelity Investments, Morgan Stanley, WR Hambrecht + Co and Wilson Sonsini Goodrich & Rosati. Brian Allen holds a 1998 - 2002 Bachelor of Arts - BA @ Stanford University. With a robust skill set that includes Private Clients, Investment Management, Strategic Financial, Wealth Management Services, Insurance and more. Brian Allen has 2 emails and 1 mobile phone numbers on RocketReach.
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