Edward Allen

Director/Board Member at

Cherry Financial Partners Ltd.

78 year

3 connections

Technology Services

Finance

Consumer Services

Profile

Edward Allen is currently the Vice Chairman at the Institute for Wealth Holdings, Inc. and also holds the position of Vice Chairman & Regional Director at Cherry Financial Partners Ltd. In the past, he worked as a Director at Massive Interactive, Inc. and as Vice President-Business Development at Oracle Corp.
He completed his undergraduate and graduate degrees from The National War College.

Edward Allen active positions

Companies	Position	Start
Cherry Financial Partners Ltd. Cherry Financial Partners Ltd. Insurance Brokers/ServicesFinance Part of Institute for Wealth Holdings, Inc., Cherry Financial Partners Ltd. is a financial services firm led by Jerrold P. Cherry, CLU, ChFC, and affiliated with an American life insurance company and NYLIFE Securities LLC. The company is located in the US. The firm offers a range of insurance and financial products, including life insurance policies, long-term care insurance, disability income insurance, and income annuities for retirement planning. Jerrold Cherry provides personalized financial strategies tailored to clients’ long-term goals such as education funding, family protection, retirement security, and debt management. The firm integrates financial needs assessment, goal prioritization, and coordination with clients’ tax, legal, and accounting advisors. Cherry Financial Partners also offers educational resources and practical financial tools for budgeting, emergency fund creation, combining finances, managing small business risks, retirement savings, insurance needs, and expense planning.	Director/Board Member	2006-12-31
Institute for Wealth Holdings, Inc. Institute for Wealth Holdings, Inc. Investment ManagersFinance Provides investment management services	Director/Board Member	2009-07-31

All active positions of Edward Allen

Former positions of Edward Allen

Companies	Position	End
ORACLE CORPORATION	Corporate Officer/Principal	2006-12-31
MASSIVE INTERACTIVE INC	Director/Board Member	-

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Linked companies

Private companies	5
Oracle Corp. Oracle Corp. Packaged SoftwareTechnology Services Provides cloud based enterprise applications and infrastructure technologies & license, hardware and IT services	Technology Services
Institute for Wealth Holdings, Inc. Institute for Wealth Holdings, Inc. Investment ManagersFinance Provides investment management services	Finance
The National War College The National War College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Massive Interactive, Inc. Massive Interactive, Inc. Information Technology ServicesTechnology Services Provides technology and design services & software in the area of IP video	Technology Services
Cherry Financial Partners Ltd. Cherry Financial Partners Ltd. Insurance Brokers/ServicesFinance Part of Institute for Wealth Holdings, Inc., Cherry Financial Partners Ltd. is a financial services firm led by Jerrold P. Cherry, CLU, ChFC, and affiliated with an American life insurance company and NYLIFE Securities LLC. The company is located in the US. The firm offers a range of insurance and financial products, including life insurance policies, long-term care insurance, disability income insurance, and income annuities for retirement planning. Jerrold Cherry provides personalized financial strategies tailored to clients’ long-term goals such as education funding, family protection, retirement security, and debt management. The firm integrates financial needs assessment, goal prioritization, and coordination with clients’ tax, legal, and accounting advisors. Cherry Financial Partners also offers educational resources and practical financial tools for budgeting, emergency fund creation, combining finances, managing small business risks, retirement savings, insurance needs, and expense planning.	Finance