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Rob Allen Location
Nashville, TN, US
Rob Allen Work
Head of Sales @ (September 2026 - Present)
Sr. Director, Head of Enterprise Sales (Wealth and Investment Technologies) @ (September 2024 - September 2026)
Director, Relationship Management @ (April 2012 - September 2024)
Volunteer, Board of Directors - Vice President @ (January 2011 - January 2019)
Vice President - RIA Channel @ (January 2007 - January 2012)
Vice President - RIA Channel @ (January 2000 - January 2007)
Wholesaler - Regional and Independent @ (January 1999 - January 2000)
Rob Allen Education
University of Tennessee, Knoxville
Bachelor of Arts (Economics)
1992-1996
Rob Allen Skills
Alternative Investments
Artificial Intelligence (AI)
Black Diamond Wealth Platform
Business Relationship Management
Complex Sales
Conceptual Sales
Consultative Selling
Data Warehousing
Enterprise Software
Financial Software
Institutional
Investment Advisory
Miller Heiman
New Business Development
Performance Reporting
Registered Investment Advisor
Sales
Series 63
Series 7
Software as a Service (SaaS)
Solution Selling
Structured Products
Technology Solutions
Trading
Variable Life
School Systems
Registered Investment
Software as a Service Saas
Business Relationship
Financial Services
Military
Dealers
Software as a Service
Rob Allen Summary
Rob Allen, based in Nashville, TN, US, is currently a Head of Sales at Astraeus. Rob Allen brings experience from previous roles at SS&C Black Diamond Wealth Solutions, SS&C Advent, Autism Education & Therapy Center and Pershing Advisor Solutions LLC, a BNY Mellon company. Rob Allen holds a 1992 - 1996 Bachelor of Arts in Economics @ University of Tennessee, Knoxville. With a robust skill set that includes Alternative Investments, Artificial Intelligence (AI), Black Diamond Wealth Platform, Business Relationship Management, Complex Sales and more. Rob Allen has 2 emails and 3 mobile phone numbers on RocketReach.
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