See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Allen Pickett profile image

Allen Pickett

Business Development Account Manager at Bankers Security Safe and Vault Company
Intro Book
Financial professional with 16+ years of experience in business development and financial advisory.
  • Claim this Profile
Location
Stilwell, Kansas, United States, US
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Allen Pickett is a seasoned financial professional with 16+ years of experience in business development, financial advisory, and leadership roles. He holds a Bachelor's degree from the University of Kansas and an MBA from the University of Phoenix. Certified as a Plan Fiduiciary Advisor, he has worked with top companies including Bankers Security Safe and Vault Company, CUSO Financial Services, LP, Merrill Lynch Wealth Management, and Diebold Nixdorf. With expertise in business development, financial advisory, and leadership, Allen has established a strong track record of success in the financial services industry.

Credentials

  • Cerified Plan Fiduiciary Advisor
    National Association of Plan Advisors
    Sep, 2018
    - Apr, 2026

Experience

Education

  • 1977 - 1978
    University of Kansas
    Bachelor's Degree
  • 2002 - 2006
    University of Phoenix
    MBA, Finance and Business

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles