Stuart Allen Email & Phone Number
CEO @ Allen Trust Company
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Stuart Allen Location
- Lake Oswego, OR, US
Stuart Allen Work
- 2000 - now CEO @
- 1993 - 1997 Trust Officer @
Stuart Allen Education
- Texas Wesleyan University
Doctor Of Jurisprudence (Law)
1990 - 1993 - University of Oregon
Bachelor Of Science (Poly Sci, Political Science, Finance)
1981 - 1985
Stuart Allen Skills
- Trusts
- Estate Planning
- Wealth Management
- Asset Protection
- Investments
- Asset Allocation
- Retirement Planning
- Public Speaking
- Asset Managment
- Financial Analysis
- Investment Advisory
- Strategic Financial Planning
- High Net Worth Individuals
- Portfolio Management
- Asset Management
- Philanthropy
- Commercial Lending
- Finance
- Equities
- Retirement
- Management
- Risk Management
- Fundraising
- Financial Planning
- Tax
- Investment Strategies
- Alternative Investments
- Securities
- Executive Management
- Private Equity
- Nonprofits
- Loans
- Mergers & Acquisitions
- Small Business Lending
- Estate Tax Planning
- Strategic Planning
- Litigation
- Strategic Partnerships
- Leadership
- Due Diligence
- Mergers and Acquisitions
Stuart Allen Summary
- Stuart Allen, based in Lake Oswego, OR, US, is currently a CEO at Allen Trust Company. Stuart Allen brings experience from previous roles at US Bank. Stuart Allen holds a 1990 - 1993 Doctor Of Jurisprudence in Law @ Texas Wesleyan University. With a robust skill set that includes Trusts, Estate Planning, Wealth Management, Asset Protection, Investments and more. Stuart Allen has 2 emails on RocketReach.
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Top Allen Trust Company Employees
Tara Hendison
President
Lake Oswego, OR, US
Ira Kamerman
Client Services Coordinator
Lake Oswego, OR, US
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