Pete Engelken
- Role
- Chief Operating Officer at Allworth Financial
- Location
- Sacramento, CA, US
- LinkedIn followers
- 500 followers
Experience
Chief Operating Officer
Jun 2013 — Present
For more than 30 years, Allworth Financial (formerly Hanson McClain Advisors) has focused on delivering retirement and financial guidance to help people retire better. Allworth manages approximately $18 billion in investment assets for more than individuals, families and companies nationwide. Through its organic growth and acquisitions, Allworth is expanding throughout the U.S. With a planning-first fiduciary approach, Allworth specializes in helping families plan for and transition…
Education
Harvard Business School
Executive Leadership Program, Leading Professional Services Firms
California State University-Sacramento
Master of Business Administration - MBA, Accounting and taxation
UCLA
Certified Financial Planning (CFP) certificate program
California State University-Sacramento
Bachelor of Science Degree, Finance major and economics minor
Skills
- Finance
- Financial Modeling
- Budgets
- Mortgage Banking
- Leadership
- Managerial Finance
- Vendor Management
- Business Analysis
- Strategy
- Mergers & Acquisitions
- Strategic Planning
- Forecasting
- Retirement
- Financial Analysis
- Asset Management
- Loan Origination
- Executive Management
- Entrepreneurship
- Investments
- Business Planning
- Fha
- Financial Advisory
- Team Building
- Retirement Planning
- Strategic Financial Planning
- Risk Management
- Mortgage Lending
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