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William Allen Location
Charlotte, North Carolina, United States
William Allen Work
Vice President @
Vice President - Financial Advisor at Cary Street Partners @ (May 2015 - Present)
President @ Ancora Wealth Management (January 2011 - April 2015)
Investment Consultant @ (November 2003 - January 2011)
Analyst @ (January 2001 - November 2003)
William Allen Education
Appalachian State University
Master Of Business Administration (Business)
1999-2000
Appalachian State University
Bachelor Of Arts (English, History)
1994-1995
Colo 1991-1994
Charlotte Latin School 1979-1991
William Allen Summary
William Allen, based in Charlotte, North Carolina, United States, is currently a Vice President at Ancora Wealth Management. William Allen brings experience from previous roles at Cary Street Partners, Ancora Wealth Management, Morgan Stanley and Carolinas Investment Consulting. William Allen holds a 1999 - 2000 Master Of Business Administration in Business @ Appalachian State University. William Allen has 2 emails and 1 mobile phone numbers on RocketReach.
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