Robert Allendorf
Wealth Management and Private Banking Professional
- Role
- Director, Private Banker at Citi
- Location
- Palo Alto, CA, US
- LinkedIn followers
- 500 followers
About Robert Allendorf
As a Citi Private Banker, I work closely with high-net-worth individuals and their families, business owners and Silicon Valley entrepreneurs to help prioritize their wealth management planning. I lead a team of Citi Private Bank specialists that design and implement customized financial strategies and solutions in investment management, credit, and estate planning.
Experience
Director, Private Banker
Nov 2025 — Present
Education
Indiana University - Kelley School of Business
Masters of Business Administration, MBA, Finance and Financial Management Services
University of St. Thomas
Bachelor's Degree, Finance
Skills
- Finance
- Asset Allocation
- Banking
- Commercial Lending
- Series 7
- Portfolio Management
- Loans
- Financial Planning
- Investments
- Wealth Management
- Series 63
- Private Banking
- Financial Analysis
- Investment Banking
- Credit
- Investment Advisory
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