James Allen Email & Phone Number
Managing Partner @ Spectrum Financial Group
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James Allen Location
- Frisco, TX, US
James Allen Work
- Managing Partner @ (August 2025 - Present)
- Managing Partner, North Texas @ (February 2022 - August 2025)
- Managing Partner @ (February 2022 - August 2025)
- Managing Partner @ (February 2018 - February 2022)
- Senior Partner @ (September 2017 - February 2018)
- Partner @ (August 2014 - September 2017)
- Manager, Financial Services @ The Prudential Insurance Company of America, Newark, NJ (January 2011 - June 2014)
- Field Director @ (June 2009 - December 2011)
- President @ (February 2004 - June 2009)
- Owner and Realtor @ (February 2004 - January 2009)
- National Sales Manager @ (July 2001 - January 2004)
- Organizational Leader @ (January 1996 - January 1999)
James Allen Education
- The American College of Financial Services
MS - Financial Services (Estate/Tax/Succession)
2010-2013 - University of Oshkosh-Wisconsin
BA (Communications)
1996-2000 - Homestead High School 1991-1995
James Allen Skills
- Retirement Planning
- Life Insurance
- Insurance
- Retirement
- Sales
- Management
- Leadership
- Marketing
- Recruiting
- Agent Development
- Career Development
- Executive Management
- Marketing Management
- Mentoring
- Social Media Marketing
- Talent Acquisition
- Training & Development
- Training Facilitation
- Financial Planning
- Financial Advisory
- Fixed Annuities
- Retail
- Training and Development
- Event Planning
- Business Development
- Investments
- Financial Services
- Business Planning
- Microsoft Office
- Risk Management
- Social Networking
- Budgets
- Business Strategy
- Project Management
- Term Life Insurance
- Problem Solving
- Analysis
James Allen Summary
- James Allen, based in Frisco, TX, US, is currently a Managing Partner at Spectrum Financial Group. James Allen brings experience from previous roles at Guardian Life, Lonestar Financial Network and New York Life Insurance Company. James Allen holds a 2010 - 2013 MS - Financial Services in Estate/Tax/Succession @ The American College of Financial Services. With a robust skill set that includes Retirement Planning, Life Insurance, Insurance, Retirement, Sales and more. James Allen has 1 emails and 1 mobile phone numbers on RocketReach.
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