Vice President Analyst

Barry R. Allen, CFA

**** *. ******* **.

Scottsdale, AZ 85262

(H) 480-***-****, (C) 617-***-****

*********@*****.***

Experience

Private Investor/Business Owner Scottsdale, AZ

December 2008-July 2014

Invest personal funds using a combination of long term fundamental analysis and short term technical analysis,

primarily through use of bull/bear ETF strategies and individual energy stocks. Concurrently owned and

operated a home inspection business that doubled cash flow in two years.

State Street Global Advisors-Global Fundamental Strategies Boston, MA

Vice President/Principal July 2005-December 2008

Responsible for coverage of all domestic and international energy stocks in GFS portfolios totaling over $2

trillion in market capitalization. Department was closed in December 2008.

Columbia Management Group Boston, MA

December 1999 – June 2005

Senior Equity Analyst

Responsible for coverage of domestic energy stocks.

Authored financial portion of Dividend Discount Model (DDM), which served as core valuation tool for a $350

billion, 22 analyst company.

Putnam Investments Boston, MA

Senior Vice President, Equity Analyst - Global Research January 1998 - December 1999

Responsible for energy, paper & forest products and rail road industries, using DDM/DCF valuation framework.

Co-manager, Putnam Research Fund, which grew to $1 billion one year after inception.

Harbor Capital Management Company, Inc. Boston, MA

Director of Equity Research May 1995 - December 1997

Vice President, Equity Research January 1991 - May 1995

Responsible for energy, chemicals, housing and paper & forest products industries .

Managed staff of seven analysts for a $3.7 billion equity firm.

Moderated daily investment meeting attended by all key personnel.

Designed and maintained analyst performance evaluation system.

MassMutual Springfield, MA

Equity Analyst May 1986 - December 1990

Senior Investment Consultant January 1983 - May 1986

Responsible for energy, housing, health care, and home furnishing industries for $3 billion equity firm.

Marketed equity investment products to corporate pension plans and endowment funds .

Education

Columbia University Graduate School of Business New York, NY

Masters in Business Administration - Investment Finance 1982

Staff writer, The Bottom Line, school newspaper

University of Massachusetts/Amherst Amherst, MA

BA Economics 1980

Other

Chartered Financial Analyst - 1987

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