Eric Allen is a seasoned finance professional with extensive experience in investment management spanning over three decades. Currently serving as Senior Vice President of Investments at Stifel Financial Corp. since May 2019, Eric focuses on providing personalized financial guidance to clients. Prior to Stifel, Eric held a similar position at Wells Fargo Advisors from March 2010 to May 2019, helping individual investors with conservative financial strategies. Eric's career also includes significant roles at D.A. Davidson Companies, where oversight of the successful acquisition of Phelps and Woodhead took place, and Phelps & Woodhead, where Eric partnered with family to grow assets significantly. Earlier positions include Vice President of Investments at Security Pacific Bank, focusing on investment options for customers, and Financial Consultant at Harper McLean, where Eric began a career in finance. Eric Allen earned a Bachelor of Arts in English from the University of Washington between 1983 and 1987.
This person is not in any teams
This person is not in any offices