Allen Kay
Profile
Prior to joining American Money Management, Mr. Kay served as a Financial Consultant at Wells Fargo Investments for 8 years.
He worked with high net worth clients for the Private Client Services division, helping grow the brokerage business of multiple branch offices.
He continued his career at Wachovia Securities as a Senior Vice President Financial Advisor.
Mr. Kay earned his business degree in Finance at the California State University of San Marcos.
Former positions of Allen Kay
Companies | Position | End |
---|---|---|
Wells Fargo Investments LLC
Wells Fargo Investments LLC Investment ManagersFinance Founded in 2000, Wells Fargo Investments LLC is a registered investment advisor headquartered in San Francisco. The firm is a subsidiary of Wells Fargo & Co., Inc. (NYSE: WFC). Wells Fargo Investments provides services to individuals, including high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Consultant / Advisor | - |
American Money Management LLC
American Money Management LLC Investment ManagersFinance American Money Management LLC (AMM) is an independent, SEC-registered investment advisor headquartered in Rancho Santa Fe, California. The firm was founded in 1999 by seasoned investment professionals. AMM provides personalized investment management and financial planning services to individuals, investment companies, pension and profit-sharing plans, trusts, corporations and other business entities. | Portfolio Manager-Equities | - |
Training of Allen Kay
The California State University | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 2 |
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American Money Management LLC
American Money Management LLC Investment ManagersFinance American Money Management LLC (AMM) is an independent, SEC-registered investment advisor headquartered in Rancho Santa Fe, California. The firm was founded in 1999 by seasoned investment professionals. AMM provides personalized investment management and financial planning services to individuals, investment companies, pension and profit-sharing plans, trusts, corporations and other business entities. | Finance |
Wells Fargo Investments LLC
Wells Fargo Investments LLC Investment ManagersFinance Founded in 2000, Wells Fargo Investments LLC is a registered investment advisor headquartered in San Francisco. The firm is a subsidiary of Wells Fargo & Co., Inc. (NYSE: WFC). Wells Fargo Investments provides services to individuals, including high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
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