David Allen
Director - Investments the Summa Group of Oppenheimer and Co Inc
Since 2009, David Allen has been working in Heart of Los Angeles (HOLA). This expert is an experienced Volunteer with over three years of work experience. According to David's resume and work profile, David has worked at more than four companies with diverse backgrounds and got various skills. David attended school at the University of California, Los Angeles from 2011 to 2011. David has professional certification in Institute of Business and Finance and Certified Fund Specialist. David Allen can be found in New York, New York – where this expert currently lives. You can search for their e-mail and phone. We can also provide you exhaustive contact information upon request.
Name variants:
Daved Allen,
Dayvid Allen,
Dave Allen,
Davey Allen,
Davie Allen,
Davy Allen
Last updated Apr 29, 2024
Contact Information
Last Update
Jul 7, 2022
Email
da**@usa.net
Location
New York, NY
Company
Workplace
Colleagues
Work History
Volunteer
Whether it is helping the students of HOLA or the children of YOLA, this is one of my favorite non-profits and I try to help in any way that I can.
from 2009
Director- Investments
• Developed customized reporting for all clients within the Summa Group, representing over $1 billion in assets, resulting in consistent performance transparency and enhanced client trust
• ...
from 1996
Financial Planning Assistant
•Assisted multi-licensed Certified Financial Planner
•Organized and updated mutual fund documentation, worked with clients directly to establish quality customer service, created informa...
1995 — 1997
Stock Broker Assistant
Learned nuts and bolts of stock brokerage business from senior professional stock broker. This position was instrumental in my decision to pursue the financial industry as a profession.
1993 — 1994
Education
2011 — 2011
2006 — 2006
2003 — 2003
2001 — 2001
2000 — 2001
1994 — 1999
1990 — 1994
Occupations
Executive
Director
Volunteer
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Marketer
Market Analyst
Managers
Operations Manager
Non-Profit
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Market Research Analyst
Skills
Financial Services
Wealth Management Services
Investments
Asset Allocation
Risk Management Strategies
FAQs about David Allen
What's the main profession of David Allen?
The expert is a Director - Investments the Summa Group of Oppenheimer and Co Inc.
What are the profession of This professional?
These person's professions are Executive and Director
Where does David Allen currently live?
New York, New York is the place where David Allen currently lives
What is David Allen's email?
David Allen's email is da**@usa.net.
Where did David Allen work?
David Allen worked at Heart of Los Angeles (HOLA), Oppenheimer & Co., Inc..
Does David Allen have personal webpage or blog?
David Allen`s website is http://www.opco.com/summagroup/.
What education does David Allen have?
David studied at the University of California, Los Angeles from 2011 to 2011.
Are there any certifications, that David Allen has?
David received the following certifications: Institute of Business and Finance and Certified Fund Specialist.