Jay Allen Email & Phone Number
Managing Director @ Stonegate Investment Group
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Jay Allen Location
- Birmingham, AL, US
Jay Allen Work
- 2025 -now Managing Director @
- 2021 -2025 Partner @
- 2012 -2021 Senior Wealth Strategist @
- 2006 -2012 Director @ GenSpring Family Offices
- 2003 -2006 Wealth Management Specialist @ Morgan Keegan
- 2002 -2003 Senior Consultant @ Perigee Group
- 1998 -2002 Tax Senior @ Arthur Andersen
Jay Allen Education
- University of Mississippi School of Law
JD (Law)
1995-1998 - University of Mississippi
BA (Accounting)
1991-1995
Jay Allen Skills
- Trust Services
- Estate Planning
- Consulting
- Project Management
- International Tax
- SDLC
- Integration
Jay Allen Summary
- Jay Allen, based in Birmingham, AL, US, is currently a Managing Director at Stonegate Investment Group. Jay Allen brings experience from previous roles at Stonegate Investment Group, UBS, GenSpring Family Offices and Morgan Keegan. Jay Allen holds a 1995 - 1998 JD in Law @ University of Mississippi School of Law. With a robust skill set that includes Trust Services, Estate Planning, Consulting, Project Management, International Tax and more. Jay Allen has 1 emails and 1 mobile phone numbers on RocketReach.
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