Ken Allen Email & Phone Number
Managing Director - Global Head of Wealth Management Operations Transformation @ Goldman Sachs
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Ken Allen Location
- Dallas, TX, US
Ken Allen Work
- 2026 -now Managing Director - Global Head of Wealth Management Onboarding and KYC Operations @
- 2026 -now Managing Director - Global Head of Wealth Management Operations Transformation @
- 2021 -2026 Global Head of Transformation Management - Client Operations @
- 2020 -2026 Global Head of Transformation and Analytics and Head of Workplace Solutions KYC Operations @
- 2019 -2026 Managing Director @
- 2021 -2024 Head of Latin America Client Operations @
- 2019 -2021 Executive Director @
- 2019 -2019 Operations Senior Leader @
- 2017 -2019 Regional Head of Securities Division Operations (Dallas) @
- 2017 -2019 Head of FICC Ops (Dallas) @
- 2016 -2017 Vice President Operations @
- 2015 -2016 Vice President @
- 2010 -2015 Manager - Trading Operations @
- 2007 -2010 Operation Analyst @
- 2003 -2007 Officer: Senior Personal Banker @
- 2003 -2007 Officer: Senior Personal Banker @
Ken Allen Education
- University of Utah
Masters of Economics (Behavioral Economics)
2008-2011 - UNM Anderson School of Management
BBA (American Marketing Association)
2004-2007 - New Mexico State University
(Tau Kappa Epsilon)
2001-2004
Ken Allen Skills
- Research
- Investments
- Financial Analysis
- Risk Management
- Fixed Income
- Market Research
- Securities
- Portfolio Management
- Trading
- Financial Markets
- Wealth Management Services
- Trading Systems
- Strategy
- Leadership
- Middle Office
- Business Strategy
- Process Improvement
- Finance
- Relationship Management
- Management
- Settlement
- Strategic Planning
- Equities
- Financial Modeling
- Electronic Trading
- Economics
- Awesomeness
- Derivatives
- Prime Brokerage
- Hedge Funds
- Series 7
- Wealth Management
- Cycling
Ken Allen Summary
- Ken Allen, based in Dallas, TX, US, is currently a Managing Director - Global Head of Wealth Management Operations Transformation at Goldman Sachs. Ken Allen brings experience from previous roles at Goldman Sachs, JPMorgan Chase & Co. and J.P. Morgan Private Bank. Ken Allen holds a 2008 - 2011 Masters of Economics in Behavioral Economics @ University of Utah. With a robust skill set that includes Research, Investments, Financial Analysis, Risk Management, Fixed Income and more. Ken Allen has 1 emails and 3 mobile phone numbers on RocketReach.
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