Daniel Allen Email & Phone Number

Contracted until December 2021 to launch US market after firm’s previous unsuccessful effort. * Established an SEC Registered RIA in the US.* Created a compliant Participating Affiliate arrangement with related overseas operations. * Built, launched, and served as General Partner for new Delaware LP. * Closed over USD $600M AUM across US and Canada. * Built compliance program and acted as US CCO until permanent CCO retained.Firm operates across Australia, the UK, and US. BennBridge is a multi-boutique investment firm, which establishes strategic partnerships with investment talent who we believe will deliver best-in-class solutions to investors across the globe. Our investment teams invest across the UK, Europe, Asia, Australia, global emerging markets, global listed infrastructure, and global listed real estate.BennBridge is a subsidiary of Bennelong Funds Management (BFM) in Melbourne, Australia.

Tokyo, Azabu Juban, Au

The underlying Fund is a Delaware limited partnership.

Cambridge, Massachusetts, Us

Ainstein, developed by StockSmart – a Wealth Tech AI innovator out of MIT – is the first fully institutional level, third wave, cloud based artificial intelligence system to instantly provide comprehensive global securities research, analysis, and risk predictions providing researchers, portfolio managers, advisors and corporate officers a powerful, market changing tool.

Global financial platform. Aliier provides regulatory access and distribution across Australasia, North America, and Europe.* Engaged and supported asset managers with AUM from less than USD $1B to more than USD $60 billion.* Managed global distribution activities resulting in billions of new AUM for client asset managers over tenure at firm.* Controlled and directed operations across Europe, North America and Australasia.* Built ICAV, created a FATCA compliant SPV, developed and implemented complex international regulatory solutions. * Responsible for all day to day activities to include P&L, compliance and personnel.

Chicago, Il, Us

Quantitative asset manager and 40-year-old financial research firm with both ESG and non-ESG strategies servicing clients internationally.- Firm more than tripled AUM while a principal.- Expanded firm distribution into Canada, Australia and Europe.

Interdisciplinary law firm and wealth management firm with a focus on Estate Planning, SRI and Impact Investing. - Responsible for non-legal operations- Business development, and other firm activities.

Company provided comprehensive financial and investment banking services internationally. Responsible for all operational aspects of the day to day operations to include sales and sales supervision, administration and client fullfillment. Full operational control to include P&L responsibility. Client firms were primarily small to mid-sized companies with disruptive market approaches often with the need for restructuring and business development support (turnarounds).

Bachelor Of Business Administration - Bba, Business, Management, Marketing, And Related Support Services

Certification Education Program, Certified Financial Planner™