Jeff Allen
Advisor & Lender to Family Offices and Real Estate Investors
- Role
- Director & Senior Private Banker at Bmo Family Office
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Jeff Allen
Experienced Commercial Banking professional with a demonstrated history of success…
Experience
Director & Senior Private Banker
Aug 2024 — Present · Chicago, IL, US
BMO Family Office (\'BMOFO\'), a BMO Financial Group business, is an ultra-high net worth (\'UHNW\') wealth management advisory firm serving single family offices and wealthy families as their multifamily office for clients with more than $30Mn in AUM or more than $100Mn in net worth. Such services include complex banking and borrowing to investment management, tax and estate planning, trust services, philanthropy, and family wealth s••••••••@bmo.com
Education
Florida Agricultural and Mechanical University
B.S., Economics
2002 — 2006
DePaul Driehaus College of Business
Master of Science (MS), Real Estate Finance & Investment
2017 — 2018
Skills
- Credit
- Mortgage Lending
- Financial Analysis
- Finance
- Credit Risk
- Real Estate Economics
- Commercial Banking
- Credit Analysis
- Underwriting
- Commercial Lending
- Portfolio Management
- Loans
- Small Business Lending
- Banking
- Risk Management
- Commercial Mortgages
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