John Allen

Career & Technical Education Teacher - Business at Corinth Holders High School
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Contact Information
us****@****om
(386) 825-5501
Location
Selma, North Carolina, United States, US

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Credentials

  • Microsoft Office Specialist: Microsoft Excel Expert (Office 2019)
    Microsoft
    May, 2023
    - Oct, 2024
  • Microsoft Office Specialist: Excel Associate (Office 2019)
    Microsoft
    Mar, 2023
    - Oct, 2024
  • CERTIFIED FINANCIAL PLANNER™
    CFP® Board of Standards
    Feb, 2002
    - Oct, 2024
  • Certified Investment Management Analyst®
    Investment Management Consultants Association
    Jul, 2005
    - Oct, 2024

Experience

  • Corinth Holders High School
    • United States
    • 1 - 100 Employee
    • Career & Technical Education Teacher - Business
      • Oct 2022 - Present

      Business Essentials, Microsoft Excel and Financial Planning Business Essentials, Microsoft Excel and Financial Planning

  • Self-employed
    • Real Estate
    • 1 - 100 Employee
    • Self Employed Boatbuilder
      • May 2021 - Present

      Bringing back to production the original Allen BoatBuilders BaySport 180 as the Allen 18’ in collaboration with Calyber Boatworks. New in development the Allen 21’ in collaboration with Calyber Boatworks and Donald L Blount & Associates. Bringing back to production the original Allen BoatBuilders BaySport 180 as the Allen 18’ in collaboration with Calyber Boatworks. New in development the Allen 21’ in collaboration with Calyber Boatworks and Donald L Blount & Associates.

  • Cabela's
    • United States
    • Retail
    • 1 - 100 Employee
    • Service & Parts Manager
      • Mar 2022 - Oct 2022

    • Boat Sales Consultant
      • Sep 2021 - Mar 2022

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Vice President - Wealth Management, Financial Advisor
      • May 2017 - May 2021

      CERTIFIED FINANCIAL PLANNER™ (CFP®)Certified Investment Management Analyst℠ (CIMA®)© 2018 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the designation(s) listed above, go to http://www.morganstanleyfa.com/john.allen Show less

    • Senior Vice President - Wealth Management, Branch Manager
      • Aug 2014 - May 2017

      CERTIFIED FINANCIAL PLANNER™ (CFP®)Certified Investment Management Analyst℠ (CIMA®)

    • Senior Vice President - Wealth Management, Branch Manager, Financial Advisor
      • Jul 2013 - Aug 2014

      CERTIFIED FINANCIAL PLANNER™ (CFP®)Certified Investment Management Analyst℠ (CIMA®)

    • Senior Vice President - Wealth Management, Branch Manager, Financial Advisor
      • Sep 2011 - Jul 2013

      CERTIFIED FINANCIAL PLANNER™ (CFP®)Certified Investment Management Analyst℠ (CIMA®)

  • Bank of America Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Resident Director - Wealth Management Advisor
      • Aug 1993 - Sep 2011

      CERTIFIED FINANCIAL PLANNER™ (CFP®) Certified Investment Management Analyst℠ (CIMA®) CERTIFIED FINANCIAL PLANNER™ (CFP®) Certified Investment Management Analyst℠ (CIMA®)

Education

  • East Carolina University
    BSBA, Finance/Investments
    1988 - 1993

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