![Edward Allen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Edward Allen
Directeur/Membre du Conseil chez
Cherry Financial Partners Ltd.
Profil
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.
Postes actifs de Edward Allen
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur/Membre du Conseil | 01/01/2007 |
Institute for Wealth Holdings, Inc.
 Institute for Wealth Holdings, Inc. Investment ManagersFinance Provides investment management services | Directeur/Membre du Conseil | 01/08/2009 |
Anciens postes connus de Edward Allen
| Sociétés | Poste | Fin |
|---|---|---|
| ORACLE CORPORATION | Corporate Officer/Principal | 01/01/2007 |
| MASSIVE INTERACTIVE INC | Directeur/Membre du Conseil | - |
Formation de Edward Allen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
