Allen Trust Employee Directory

Q: Who are Allen Trust key employees?

Some of Allen Trust key employees are Sarah Allen , Krystal Lee

Allen Trust corporate office is located in 5000 Meadows Rd Ste 300, Lake Oswego, Oregon, 97035, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Operations

Finance

Sales

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Key Employees of Allen Trust

SA
Sarah Allen
Director
PhoneEmail
KL
Krystal Lee
Director, Financial Planning & Portfolio Manager
PhoneEmail
PhoneEmail
PhoneEmail
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Allen Trust Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Allen Trust

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Contact Name

Contact Info

Job Title

HQ Location

KM
Kelsi Monroe
Email Direct
Executive Assistant
United States , Oregon , Lake Oswego

EC
Ellie Cook
Email Direct
Executive Assistant
United States , Oregon , Lake Oswego

SA
Sarah Allen
Email Direct
Director
United States , Oregon , Lake Oswego

CK
Carol Krisko
Email Direct
Client Service Coordinator
United States , Oregon , Lake Oswego

IK
Ira Kamerman
Email Direct
Client Services Coordinator
United States , Oregon , Lake Oswego

TD
Tara Denton
Email Direct
Senior Tax Specialist
United States , Oregon , Lake Oswego

KA
Kaeleigh Aitchison
Email Direct
Marketing Lead Client Relations Specialist & Shareholder
United States , Oregon , Lake Oswego

EP
Edgar Paz
Email Direct
Financial & Estate Planning Specialist
United States , Oregon , Lake Oswego

ES
Edwina Swart
Email Direct
Associate Trust Officer
United States , Oregon , Lake Oswego

KL
Krystal Lee
Email Direct
Director, Financial Planning & Portfolio Manager
United States , Oregon , Lake Oswego

Former Employees at Allen Trust

Explore people who held key positions, contributed to Allen Trust's success, and advanced their careers.

Andreas Steven

Manager, Investment Op... at Practice Financial Gro...

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at Allen Trust (2018-2025)

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Julio Quinteros

Senior Vice President.... at US Bank

Worked as Portfolio Manager

at Allen Trust (2017-2020)

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Parker Gallagher

Financial Advisor at Silver Oak Advisory Gr...

Worked as Trust Officer and Assistant Portfolio Manager

at Allen Trust (2022-2024)

Direct

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Executive Function Coa... at Intention Focus

Worked as Consultant

at Allen Trust (2024-2025)

Direct

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Boyle Family Executive... at Oregon Historical Soci...

Worked as Board Member

at Allen Trust (2015-2017)

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Trust Tax Services Ass... at KPMG

Worked as Tax Specialist

at Allen Trust (2021-2023)

Direct

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Frequently Asked Questions Regarding Allen Trust Employees

How many employees does Allen Trust have?

Allen Trust has 11-50 employees

Who are Allen Trust key employees?

Some of Allen Trust key employees are Sarah Allen, Krystal Lee

Where is Allen Trust located?

Allen Trust’s headquarters are located at 5000 Meadows Rd Ste 300, Lake Oswego, Oregon, 97035, United States

How do I contact Allen Trust?

Allen Trust Contact Info: Phone number: (503) 292-1041 Website: www.allentrust.com

What does Allen Trust do?

Allen Trust Company is a trust-only bank and Allen Capital Management is a registered investment advisor based in Oregon, with offices in Portland, SW Washington, and Anchorage. They offer tailored financial services including trusts, investments, financial planning, and tax preparation. Their intended clients include trusts, charitable organizatio... Read More

Is Allen Trust a public company?

Allen Trust is private company therefore does not currently have an official ticker symbol

See more information about Allen Trust Employees