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Meredith Allen Cfa Cpa

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Meredith Allen Cfa Cpa

Managing Director | Stifel Financial Corp.

Memphis, Tennessee, United States

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Meredith Allen Cfa Cpa

Summary

Meredith Allen is an accomplished finance professional with extensive experience in sales and investment strategies. As the Managing Director at Stifel Financial, she leads a team in providing exceptional financial services. With a strong background in accounting and a CFA charterholder, Meredith combines analytical skills with business acumen. Her career spans over two decades, with previous roles at Vining Sparks and KPMG, where she honed her expertise in institutional fixed income sales and investment strategies. Meredith is known for her leadership in driving sales growth and developing client relationships. She is passionate about mentoring emerging talent in the financial sector and advocates for ethical practices in finance. Her educational background includes a degree in Accountancy from the University of Mississippi. Outside of work, Meredith enjoys exploring new investment trends and contributing to community financial literacy initiatives.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Meredith Allen Cfa Cpa

Work Experience

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Managing Director at

Stifel Financial Corp.

May 2022 - Present

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Senior Vice President - Sales at

Vining Sparks

November 2010 - May 2022

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Senior Vice President - Investment Strategies at

Vining Sparks

August 2007 - December 2010

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Senior Associate at

KPMG Nigeria

August 2004 - August 2007

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Associate at

Reynolds, Bone & Griesbeck PLC

January 2003 - August 2004

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Meredith Allen Cfa Cpa

Education

University of Mississippi, Ba, Ma

January 1996 - January 2002

Frequently Asked Questions about Meredith Allen Cfa Cpa

What is Meredith Allen Cfa Cpa email address?

Meredith Allen Cfa Cpa's primary email address is **************@stifel.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Meredith Allen Cfa Cpa work for?

Meredith Allen Cfa Cpa is a Managing Director at Stifel Financial Corp., a company specializing in Monetary Authorities-Central Bank.

Where Meredith Allen Cfa Cpa graduated from?

Meredith Allen Cfa Cpa holds a degree in Accountancy from University of Mississippi.

How can I directly contact Meredith Allen Cfa Cpa?

To contact Meredith Allen Cfa Cpa directly, you can use the email address **************@stifel.com. Complete contact information is available upon registration with Muraena.

Who is Meredith Allen Cfa Cpa?

Meredith Allen is an accomplished finance professional with extensive experience in sales and investment strategies. As the Managing Director at Stifel Financial, she leads a team in providing exceptional financial services. With a strong background in accounting and a CFA charterholder, Meredith combines analytical skills with business acumen. Her career spans over two decades, with previous roles at Vining Sparks and KPMG, where she honed her expertise in institutional fixed income sales and investment strategies. Meredith is known for her leadership in driving sales growth and developing client relationships. She is passionate about mentoring emerging talent in the financial sector and advocates for ethical practices in finance. Her educational background includes a degree in Accountancy from the University of Mississippi. Outside of work, Meredith enjoys exploring new investment trends and contributing to community financial literacy initiatives.

Meredith`s contact details

mail

**************@stifel.com

******@viningsparks.com

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