Marshall Allen Email & Phone Number
Director of Trust Services @ Old North State Trust
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Marshall Allen Location
- Charlotte, NC, US
Marshall Allen Work
- 2023 -now Director of Trust Services @ Old North State Trust
- 2023 -2024 Agency Owner and Broker @ Allen Insurance Agency
- 2021 -2023 Director of Deferral Solutions @
- 2018 -2023 Trust Officer @ Advocacy Trust LLC
- 2018 -2018 District General Agent @ Colonial Life
- 2017 -2018 Fiduciary Advisory Specialist @
- 2012 -2017 Senior Associate, Client Services @
- 2010 -2012 Trust Administrator @ Wells Fargo Bank, N.A.
Marshall Allen Education
- Palm Beach Atlantic University
Master of Business Administration (MBA) (Business Administration)
2013-2014 - Campbell University
BBA (Trust & Wealth Management)
2006-2010
Marshall Allen Skills
- Document Review
- Financial Regulations
- Key Performance Indicators
- Investment Theory
- Expense Management
- Operations
- Build Strong Relationships
- Audit Reports
- Coaching
- Sales and Marketing
- Tax Planning
- Regulatory Requirements
- Multi-generational Planning
- Fiduciary Management
- Annual Reviews
- Proactive Monitoring
- Business Risk
- Succession Planning
- Team Development
- Financial Sales
- Business Relationship Management
- Budgeting
- Business Networking
- Written Communication
- Presentations
- Interpersonal Skills
- Problem Solving
- Business Development
- Research Skills
- Communication
- Personal Trust Administration
- Team Management
- Insurance
- Relationship Development
- New Business Opportunities
- Account Administration
- CTFA
- Trust Services
- Relationship Building
- Sales
- Management
- Estate Planning
- Special Needs Trusts
- Account Management
- Trusts
- Wealth Management
- Leadership
- Microsoft Excel
- Teaching
- Business Strategy
- Social Media
- Public Speaking
- Financial Modeling
- Time Management
- Mac
Marshall Allen Summary
- Marshall Allen, based in Charlotte, NC, US, is currently a Director of Trust Services at Old North State Trust. Marshall Allen brings experience from previous roles at Allen Insurance Agency, Forge Consulting, Advocacy Trust LLC and Colonial Life. Marshall Allen holds a 2013 - 2014 Master of Business Administration (MBA) in Business Administration @ Palm Beach Atlantic University. With a robust skill set that includes Document Review, Financial Regulations, Key Performance Indicators, Investment Theory, Expense Management and more. Marshall Allen has 3 emails and 1 mobile phone numbers on RocketReach.
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