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Pete Engelken

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Pete Engelken

Chief Operating Officer | Allworth Financial

Citrus Heights, California, United States

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Pete Engelken

Summary

Pete Engelken is a seasoned Chief Operating Officer at Allworth Financial, bringing over three decades of extensive experience in finance and operations management. He has a strong background in asset management, business analysis, and strategic financial planning, which has enabled him to lead organizations through significant growth and transformation. Pete's career highlights include his role in growing Genworth Financial from a state mortgage broker to a national player in the mortgage banking sector. He is also recognized for his leadership in financial compliance and acquisitions at Earthlink. His academic credentials include an MBA with a specialization in Accounting and Taxation from California State University, Sacramento, as well as executive training from Harvard Business School. Pete is passionate about retirement planning and financial advisory, aiming to help individuals achieve their financial goals. He has a proven track record in team building and vendor management, making him a key player in any organization he serves. His commitment to excellence has earned him recognition as a leader in the financial services industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Pete Engelken

Work Experience

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Chief Operating Officer at

Allworth Financial

June 2013 - Present

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Chief Operating Officer at

Allworth Financial

January 2013 - Present

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President / CEO - Genworth Financial Home Equity Access, Inc. at

Genworth Financial, Inc.

January 2005 - June 2013

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Chief Financial Officer at

O1 Communications

January 2003 - January 2005

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Director of Finance at

Earthlink, LLC

January 1997 - January 2003

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Financial Controller at

Sundance Self Storage

January 1993 - January 1997

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Pete Engelken

Education

California State University Sacramento, Graduate Business School, Master Of Business Administration - Mba

California State University, Sacramento, Bachelor Of Science Degree

University of California, Los Angeles, Certified Financial Planning (Cfp) Certificate Program

Frequently Asked Questions about Pete Engelken

What is Pete Engelken email address?

Pete Engelken's primary email address is *************@allworthfinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Pete Engelken work for?

Pete Engelken is a Chief Operating Officer at Allworth Financial, a company specializing in Functions related to depository banking.

Where Pete Engelken graduated from?

Pete Engelken holds a degree in Accounting And Taxation from California State University Sacramento, Graduate Business School.

How can I directly contact Pete Engelken?

To contact Pete Engelken directly, you can use the email address *************@allworthfinancial.com. Complete contact information is available upon registration with Muraena.

Who is Pete Engelken?

Pete Engelken is a seasoned Chief Operating Officer at Allworth Financial, bringing over three decades of extensive experience in finance and operations management. He has a strong background in asset management, business analysis, and strategic financial planning, which has enabled him to lead organizations through significant growth and transformation. Pete's career highlights include his role in growing Genworth Financial from a state mortgage broker to a national player in the mortgage banking sector. He is also recognized for his leadership in financial compliance and acquisitions at Earthlink. His academic credentials include an MBA with a specialization in Accounting and Taxation from California State University, Sacramento, as well as executive training from Harvard Business School. Pete is passionate about retirement planning and financial advisory, aiming to help individuals achieve their financial goals. He has a proven track record in team building and vendor management, making him a key player in any organization he serves. His commitment to excellence has earned him recognition as a leader in the financial services industry.

Pete`s contact details

mail

*************@allworthfinancial.com

*********@libertyreverse.com

************@hansonmcclain.com

Colleagues

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Pat Mcclain

Chairman of the Board

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Andrew Stout Cfa Cfp

Chief Investment Officer

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Steve Burnett

VP Financial Services at Allworth

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Alan Swanson

Vice President of Strategic Planning

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Scott Gawrych

Vice President of Business Development, Mergers and Partnerships

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Josh Spiegel Cpa

VP of Analytics & Insights

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Barry Greenberg

Chief Legal Officer

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Christopher Mattox

Director of External Sales - Regional Vice President

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Brad Boekestein

Executive Vice President

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Crcp Corey Gamble Iaccp Cscp

Chief Compliance Officer

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