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Craig Allen
Senior Client Service Associate at Mason Stevens
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Work Experience
Senior Client Service Associate
2022 - Present · 2 years and 11 months
Investor And Client Services Representative
2021 - 2022 · 1 years
Analyst
2020 - 2021 · 1 years
Company Details
51-200 Employees
Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes. More than just an administration platform, the innovative technology, paired with experienced investment specialist support, empowers advisers to deliver on their clients’ investment objectives via an unconstrained investment universe and backed by exceptional client service.
Year Founded
2010
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
420 George St Level 26 Sydney, NSW 2000, AU
Keywords
Financial servicesManaged AccountsPortfolio administration solutionsAsset managementInvestmentsDirect Fixed IncomeDirect EquitiesGlobal market accessCurrencyEquity Derivatives
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