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    Allen Cates

    Strategy Focused Finance Executive / Structured Investments / Successful Entrepreneur

    Allen Cates is a Banking Professional turned Entrepreneur with expertise in Management, Business Relationship Management, Risk Management, Financial Services, and Financial Analysis.

    He holds an MBA in Finance from Alliance Manchester Business School, participated in an MBA Exchange Program in Finance at BI Norwegian Business School, and completed his BA in Economics at Wake Forest University.

    With a diverse professional background, Allen has worked in various roles at reputable organizations such as Setac Holdings LLC, Argo Capital Partners, LLC, Amramp of the Carolinas, PNC, Bank of America, Barclays Bank, US Restaurant Properties, and NADA.

    His roles have included Finance and Strategy Consultant, Co-Founder and Managing Partner, Owner and President, Senior Vice President in Home Equity, Credit Loss Mitigation Strategy Group Executive, Reverse Mortgage Pricing Executive and Strategy Manager, Home Equity Portfolio Purchase Manager, Senior Financial Analyst in Home Equity Finance, MBA Consultant, MBA Intern, and Retirement Trust Analyst.

    Allen Cates's educational background, coupled with his extensive experience in the banking and finance sector, equip him with a comprehensive skill set that spans across strategic management, financial analysis, risk assessment, and business development.

    Currently, as an Entrepreneur, Allen leverages his banking knowledge and entrepreneurial skills to create successful ventures and add value to the business landscape.

    Allen Cates
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    Location

    Charlotte, North Carolina, United States