William Allen
Duke University
Tell me more about William Allen?
William Allen is an experienced professional with 15.4 years of work experience in various roles. He has a strong skill set in mutual funds, CRM, strategy, business development, management, relationship management, analysis, financial modeling, and PowerPoint. Currently, he serves as the AVP Institutional Business Development at Envestnet, Inc. Throughout his career, he has held positions such as Business Development Manager at Xcentric and Assistant Vice President Institutional Business Development at Xcentric. He has also worked as a Wealth Analyst and Client Relationship Administrator at Vanguard. William Allen is based in the United States.
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About
AVP Institutional Business Development at Envestnet, Inc
Work Experience
Business Development Manager
IT Services and IT Consulting
William Allen's Professional Milestones
- Vanguard Accelerated Development Program (2010-07-01~2012-09-01): Successfully implemented vanguard accelerated development program, ensuring efficient delivery of high-quality projects.
- Business Development Manager (2016-11-01~): Launched targeted marketing campaigns, resulting in increased brand visibility and revenue growth.
Education
History,
Bachelors,
Bachelor Of Arts
2006-2010Skill
Mutual Funds
Crm
Strategy
Business Development
Management
Relationship Management
Analysis
Financial Modeling
Powerpoint
Certification
Colleagues
Other Named William Allen
Frequently asked questions
We found 2 William Allen's phone numbers
William Allen's social media include: Linkedin,
William Allen works for Xcentric
William Allen's role in Xcentric is Business Development Manager
William Allen works in the industry of IT Services and IT Consulting
William Allen's colleagues are Brendan Weaver,Matt Jacobson,Jose Smith
William Allen's latest job experience is Business Development Manager at Xcentric
William Allen's latest education in Duke University