Mr. Allen most recently served with SEI Investments where he spent the past 2 decades in their Private Trust Company.  He began his career with SEI Investments as a Funds Accountant in their Mutal Funds processing unit. He served as Manager and Director in various roles including Strategic Operations leader in their Oaks Pennsylvania headquarters, serving Trust, RIA, Hedge, and Institutional investors.  

Mr. Allen earned an undergraduate degree from the University of Scranton in Finance.  He earned his Juris Doctorate Degree from the Widener University Delaware Law School.  He holds the Certified Securities Operations designation.