Joseph Allen Email & Phone Number
CEO and General Partner
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Joseph Allen Location
- Atlanta, GA, US
Joseph Allen Work
- 2011 -now CEO and General Partner @ Pinnacle Capital Advisory llc
- 2009 -2011 CEO @ COO A & W Group, A Subsidary of J.P. Trading and Investment Bank
- 2008 -2011 Execuitive Senior Advisor Wachovia @
- 2007 -2008 Senior Advisor @
- 1998 -2007 CEO and COB, BOD, President The Hotel Corporation of Atlanta. @
- 1993 -1998 Founder, CEO, COB, and General Partner @ Genesis Fund, LP
- 1987 -1993 Financial Advisor, Analyst, and Trader @ Merrill Lynch, Dean Witter Reynolds, & Morgan Stanley
Joseph Allen Education
- Medical College of Georgia at Augusta University 1983-1987
- Duke University 1980-1983
- Catawba College 1975-1980
- UNC Charlotte Belk College of Business
Joseph Allen Skills
- Financial Markets
- Investment Management
- Commercial Banking
- Estate Planning
- Wealth Management Services
- Investment Strategies
- Banking
- Financial Structuring
- Strategic Planning
- Retirement
- Asset Management
- Leadership
- Fixed Income
- High Net Worth Individuals
- Capital Markets
- Loans
- Trading
- Retirement Planning
- Wealth Management
- Program Mgt
- Investment Advisory
- Asset Managment
- Relationship Management
- Equities
- Strategic Financial Planning
- Options
- Risk Management
- Financial Services
- Series 65
- Private Equity
- Sales
- Alternative Investments
- Hedge Funds
- Investments
- Mergers and Acquisitions
- Series 7
- Mutual Funds
- Securities
- Series 63
- Black Belt Level
- Microsoft Excel
- Financial Advisory
- Project Management
- Credit
- Funding
- Investment Banking
- Asset Allocation
- Finance
- Portfolio Management
Joseph Allen Summary
- Joseph Allen, based in Atlanta, GA, US, is currently a CEO and General Partner at Pinnacle Capital Advisory llc. Joseph Allen brings experience from previous roles at COO A & W Group, A Subsidary of J.P. Trading and Investment Bank, Wachovia, A Wells Fargo Company, Bank of America and Marriott International. Joseph Allen holds a 1983 - 1987 Medical College of Georgia at Augusta University. With a robust skill set that includes Financial Markets, Investment Management, Commercial Banking, Estate Planning, Wealth Management Services and more. Joseph Allen has 1 emails and 2 mobile phone numbers on RocketReach.
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