Daniel Allen's Location
Los Angeles, CA, US
Daniel Allen's Work
- Chief Operating Officer @ LPL Financial
- Senior Vice President, Senior Regional Fiduciary Manager @ Wells Fargo
- Board Member @ AIDS Services of Austin
- Fiduciary Management Services Director @ Wells Fargo
- Managing Director @ Union Bank
- Regional Fiduciary Manager, Estate Services @ Wells Fargo
- Senior Trust Team Manager @ Wells Fargo Bank Na Wealth Management Group
- Attorney @ Manuel & Associates
- Summer Legal Intern @ Hale and Dorr Legal Services Center at Harvard Law School
Daniel Allen's Education
- Chicago - Kent College Of Law
Doctor Of Jurisprudence (Law)
2004 - 2005 - Suffolk University
Doctor Of Jurisprudence
2001 - 2005 - Loyola University Chicago
Bachelor Of Arts (International Studies)
1996 - 2000
- Loyola University1999
Daniel Allen's Skills
- Relationship Management
- Wills
- Estate Administration
- Retirement Planning
- Estate Planning
- High Net Worth Individuals
- Securities
- Estate Law
- Portfolio Management
- Investment Management
Daniel Allen's Summary
Daniel Allen, based in Los Angeles, CA, US, is currently a Chief Operating Officer at LPL Financial, bringing experience from previous roles at Wells Fargo, Aids Services of Austin and Union Bank. Daniel Allen holds a 2004 - 2005 Doctor Of Jurisprudence in Law @ Chicago - Kent College Of Law. With a robust skill set that includes Relationship Management, Wills, Estate Administration, Retirement Planning, Estate Planning and more, Daniel Allen contributes valuable insights to the industry. Daniel Allen has 3 emails and 1 mobile phone number on RocketReach.
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