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Ken Allen Location
Dallas, TX, US
Ken Allen Work
Managing Director - Global Head of Wealth Management Operations Transformation @ (January 2026 - Present)
Operation Analyst @ (June 2007 - April 2010)
Head of Latin America Client Operations @ (August 2021 - October 2024)
Global Head of Transformation and Analytics and Head of Workplace Solutions KYC Operations @ (June 2020 - January 2026)
Global Head of Transformation Management - Client Operations @ (January 2021 - January 2026)
Managing Director @ (June 2019 - January 2026)
Executive Director @ (June 2019 - January 2021)
Managing Director - Global Head of Wealth Management Onboarding and KYC Operations @ (May 2026 - Present)
Operations Senior Leader @ (January 2019 - June 2019)
Regional Head of Securities Division Operations (Dallas) @ (June 2017 - June 2019)
Head of FICC Ops (Dallas) @ (May 2017 - June 2019)
Vice President Operations @ (January 2016 - June 2017)
Vice President @ (February 2015 - January 2016)
Manager - Trading Operations @ (April 2010 - February 2015)
Officer: Senior Personal Banker @ (November 2003 - June 2007)
Officer: Senior Personal Banker @ (November 2003 - May 2007)
Ken Allen Education
University of Utah
Masters of Economics (Behavioral Economics)
2008-2011
UNM The James & Gail Ellis School of Business Leadership
BBA (Industrial Engineering and statistics)
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 2 emails and 3 mobile phone numbers on RocketReach.
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