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Lance Allende is listed as Associate Analyst - Institutional Consulting Services at Beacon Pointe, a company with 186 employees, based in Glendora, California, United States. AeroLeads shows a matched LinkedIn profile for Lance Allende.
Lance Allende previously worked as Executive Vice President at Cal Poly Pomona Finance Society and Treasurer at Cal Poly Pomona Finance Society. Lance Allende holds Bachelor Of Business Administration - Bba, Banking, Corporate, Finance, And Securities Law from California State Polytechnic University-Pomona.
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Associate Analyst at Beacon Pointe Advisors, skilled in Excel with experience in portfolio construction, economic forecasting, and securities analysis. In my role, I report on strategic client portfolios and collaborate with Investment Research and Institutional Consultants to make tactical adjustments. I am passionate about learning and connecting within the finance industry.
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Newport Beach, California, United States
Responsibilities range from preparing client performance reports, tactically rebalancing portfolios, conducting asset allocation studies, and providing investment manager research.
Pomona, California, United States
Managing club finances and allocating capital to support club activities
Pomona, California, United States
Student-driven club promoting financial literacy and career opportunities for students of all majors. Guiding students looking for direction within finance and post-graduation by hosting workshops, informational seminars, and relevant guest speakers.
Pomona, California, United States
Student-driven investment program through Cal Poly Pomona. Developing financial experience through building and managing client portfolios. Our team placed 1st in the 2022 CFAOC Investment Managing Services competition. Managing $500,000 in assets across multiple portfolios.
Newport Beach, California, United States
Summer 2023 ICS Intern. Worked closely with Institutional Consulting Services and Business Development focusing on investment management.
Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →
Rawles Bell, Cima®
Colleague at Beacon Pointe
Dallas, Texas, United States, United States
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Ryan Griffin
Colleague at Beacon Pointe
Austin, Texas, United States, United States
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Diana Brown
Colleague at Beacon Pointe
New York City Metropolitan Area, United States
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GG
Gregory Gionfriddo
Colleague at Beacon Pointe
North Port-Sarasota Area, United States
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MD
Michael Dow, Cpa, Cfa, Caia
Colleague at Beacon Pointe
Newport Beach, California, United States, United States
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LW
Lance Wexler
Colleague at Beacon Pointe
Santa Cruz, California, United States, United States
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WG
William Gates Cfp®
Colleague at Beacon Pointe
Germantown, Tennessee, United States, United States
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MN
Medha Nadgir
Colleague at Beacon Pointe
Waltham, Massachusetts, United States, United States
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KS
Kristina Sabo
Colleague at Beacon Pointe
Dallas-Fort Worth Metroplex, United States
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AL
Alicia Langdon, M.S., Cfp®
Colleague at Beacon Pointe
Fort Worth, Texas, United States, United States
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Quick answers generated from the profile data available on this page.
Lance Allende works for Beacon Pointe.
Lance Allende is listed as Associate Analyst - Institutional Consulting Services at Beacon Pointe.
Lance Allende is based in Glendora, California, United States while working with Beacon Pointe.
Lance Allende has worked for Beacon Pointe, Cal Poly Pomona Finance Society, and Cpp Student Managed Investment Fund.
Lance Allende's colleagues at Beacon Pointe include Rawles Bell, Cima®, Ryan Griffin, Diana Brown, Gregory Gionfriddo, and Michael Dow, Cpa, Cfa, Caia.
You can use AeroLeads to view verified contact signals for Lance Allende at Beacon Pointe, including work email, phone, and LinkedIn data when available.
Lance Allende holds Bachelor Of Business Administration - Bba, Banking, Corporate, Finance, And Securities Law from California State Polytechnic University-Pomona.
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