Dean Allen
Sales Executive | ETF Expert
- Role
- Market Director - Private Bank, Southeast at Vanguard
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Dean Allen
National account sales leader and ETF expert with 18 years of experience in client-facing, product management and technical people leadership roles. Effective at translating complex investment topics for audiences from novice to senior executive. Known for working in start-up environments, developing business strategies and delivering results while collaborating with key stakeholders.
Experience
Market Director - Private Bank, Southeast
Jan 2025 — Present · Malvern, PA, US
Education
University of Maryland - Robert H. Smith School of Business
BS, Finance
2003 — 2007
Skills
- Mutual Funds
- Series 7
- Etfs
- Capital Markets
- Series 63
- Canadian Securities Course
- Equities
- Fixed Income
- Asset Management
- Wealth Management
- Portfolio Management
- Financial Services
- Asset Allocation
- Securities
- Investments
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