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Pete Engelken

Chief Operating Officer @Allworth Financial

Sacramento, CA, US
EMAILS
p••••••••@allworthfinancial.com
MOBILE NUMBERS
+19•••••••19

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WORK HISTORY

Jun 2013 — Present

Chief Operating Officer @Allworth Financial

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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

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Harvard Business School

Executive Leadership Program, Leading Professional Services Firms

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California State University-Sacramento

Master of Business Administration - MBA, Accounting and taxation

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UCLA

Certified Financial Planning (CFP) certificate program

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California State University-Sacramento

Bachelor of Science Degree, Finance major and economics minor

SKILLS

FinanceFinancial ModelingBudgetsMortgage BankingLeadershipManagerial FinanceVendor ManagementBusiness AnalysisStrategyMergers & AcquisitionsStrategic PlanningForecastingRetirementFinancial AnalysisAsset ManagementLoan OriginationExecutive ManagementEntrepreneurshipInvestmentsBusiness PlanningFhaFinancial AdvisoryTeam BuildingRetirement PlanningStrategic Financial PlanningRisk ManagementMortgage Lending

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