Portfolio Analyst and Trader @ (August 2021 - November 2024)
Senior Investment Operations Associate @ (January 2020 - July 2021)
Investment Operations Associate @ (November 2018 - January 2020)
Service Bartender and Food Runner @ (September 2018 - May 2021)
Financial Analyst @ American University Student Investment Fund (January 2018 - May 2018)
Scott Allan Education
American University
Bachelor of Science - BS (Finance, General)
2014-2018
Scott Allan Skills
Advent
Axys
Bartending
Customer Service
FactSet
Finance
Financial Analysis
Financial Modeling
Financial Reporting
Investments
Leadership
Marketing
Microsoft Excel
Microsoft Office
Microsoft Word
Moxy
Portfolio Management
PowerPoint
Public Speaking
Sales
Security Analysis (Securities)
Trade Execution
portfolio reporting
Scott Allan Summary
Scott Allan, based in Florida, United States, is currently a Investment Operations Analyst at Augustine Asset Management. Scott Allan brings experience from previous roles at Torray Investment Partners, Cambridge Associates and The Capital Grille. Scott Allan holds a 2014 - 2018 Bachelor of Science - BS in Finance, General @ American University. With a robust skill set that includes Advent, Axys, Bartending, Customer Service, FactSet and more. Scott Allan has 1 emails and 1 mobile phone numbers on RocketReach.
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