Rob Allen

WORK HISTORY

EDUCATION

SKILLS

ABOUT ROB ALLEN

A 25 year Financial Services Sales Executive with a proven track record of exceeding sales targets, public speaking, and sales management. My career has focused in Custody and Technology Solutions, consulting within the Registered Investment Advisory community. With this focus, I have established long lasting relationships with C-Level executives in many of the best Wealth Management firms across the country. SS & C provides industry leading solutions for Wealth and Asset management firms. The Wealth and Investment Technolgy (WIT) group provides industry leading solutions to Registered Investment Advisors, Banks, Family Offices and Independent Broker Dealers. Our innovative solutions help drive client efficiency and investor communication. During my tenure with SS & C, I have honed my relationship management skills by leading the WIT Relationship Management team and Enterprise sales teams.Prior to SS & C, I enjoyed a 12 year career with top tier RIA custodian\'s. This role allowed me to prospect, qualify, and secure assets from Investment Advisors. When appropriate, positioning TAMPs, SMAs, AI and FX as opportunities to improve the firm\'s margins. Negotiate pricing to ensure substantial asset opportunity, revenue and profitability. Leverage technology resources to provide in depth business efficiency and modeling. During the post sale and conversion process, my role is to consult with the advisor to improve margins and create efficiencies within their firm.Specialties: Registered Investment Advisors (RIA), Independent Broker Dealers (IBD), Securities, Practice Management, Negotiation Skills, Complex Sales, Business and Technology Consultant