PortfolioShop
Jon Allen is a seasoned finance professional with extensive experience in various controller and CFO roles across multiple companies. Currently serving as Controller for both PortfolioShop Inc. and Nielson & Associates, LTD since 2020 and 2018 respectively, Jon has previously held significant positions including Interim CFO at Parquet Capital, CFO & CCO at Kiski Group Inc., and Group CFO at RHG Capital, L.P. Jon's career also includes roles as Controller at Maple Leaf Capital Limited and Pivot Capital Advisors, along with Fund Controller at Citi. Jon holds an MBA in Accounting from Fordham Gabelli School of Business and a Bachelor of Science in Finance from the University of Maryland.
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PortfolioShop
As a software development and data management firm, their success is predicated on the power of our technology platform.