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Edward Allen
Direttore/Membro del Consiglio presso
Cherry Financial Partners Ltd.
Profilo
Edward Allen is currently the Vice Chairman at the Institute for Wealth Holdings, Inc. and also holds the position of Vice Chairman & Regional Director at Cherry Financial Partners Ltd. In the past, he worked as a Director at Massive Interactive, Inc. and as Vice President-Business Development at Oracle Corp.
He completed his undergraduate and graduate degrees from The National War College.
Posizioni attive di Edward Allen
| Società | Posizione | Inizio |
|---|---|---|
Cherry Financial Partners Ltd.
 Cherry Financial Partners Ltd. Insurance Brokers/ServicesFinance Part of Institute for Wealth Holdings, Inc., Cherry Financial Partners Ltd. is a financial services firm led by Jerrold P. Cherry, CLU, ChFC, and affiliated with an American life insurance company and NYLIFE Securities LLC. The company is located in the US. The firm offers a range of insurance and financial products, including life insurance policies, long-term care insurance, disability income insurance, and income annuities for retirement planning. Jerrold Cherry provides personalized financial strategies tailored to clients’ long-term goals such as education funding, family protection, retirement security, and debt management. The firm integrates financial needs assessment, goal prioritization, and coordination with clients’ tax, legal, and accounting advisors. Cherry Financial Partners also offers educational resources and practical financial tools for budgeting, emergency fund creation, combining finances, managing small business risks, retirement savings, insurance needs, and expense planning. | Direttore/Membro del Consiglio | 01/01/2007 |
Institute for Wealth Holdings, Inc.
 Institute for Wealth Holdings, Inc. Investment ManagersFinance Provides investment management services | Direttore/Membro del Consiglio | 01/08/2009 |
Precedenti posizioni note di Edward Allen
| Società | Posizione | Fine |
|---|---|---|
| ORACLE CORPORATION | Corporate Officer/Principal | 01/01/2007 |
| MASSIVE INTERACTIVE INC | Direttore/Membro del Consiglio | - |
Formazione di Edward Allen
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
3
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Oracle Corp.
 Oracle Corp. Packaged SoftwareTechnology Services Provides cloud based enterprise applications and infrastructure technologies & license, hardware and IT services | Technology Services |
Institute for Wealth Holdings, Inc.
Institute for Wealth Holdings, Inc. Investment ManagersFinance Provides investment management services | Finance |
The National War College
 The National War College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Massive Interactive, Inc.
 Massive Interactive, Inc. Information Technology ServicesTechnology Services Provides technology and design services & software in the area of IP video | Technology Services |
Cherry Financial Partners Ltd.
Cherry Financial Partners Ltd. Insurance Brokers/ServicesFinance Part of Institute for Wealth Holdings, Inc., Cherry Financial Partners Ltd. is a financial services firm led by Jerrold P. Cherry, CLU, ChFC, and affiliated with an American life insurance company and NYLIFE Securities LLC. The company is located in the US. The firm offers a range of insurance and financial products, including life insurance policies, long-term care insurance, disability income insurance, and income annuities for retirement planning. Jerrold Cherry provides personalized financial strategies tailored to clients’ long-term goals such as education funding, family protection, retirement security, and debt management. The firm integrates financial needs assessment, goal prioritization, and coordination with clients’ tax, legal, and accounting advisors. Cherry Financial Partners also offers educational resources and practical financial tools for budgeting, emergency fund creation, combining finances, managing small business risks, retirement savings, insurance needs, and expense planning. | Finance |
