Steve Allan, CFA | Keynote & Featured Speakers | Retail Banking Conference

Steve Allan, CFA

Managing Director

SVB Analytics

Steve Allan is a managing director with SVB Analytics, responsible for leading SVB Analytics in executing client engagements, issuing valuation opinions for private companies, and conducting research in the technology and life science private financing arena. Allan brings a strong financial background and passion for entrepreneurship to his leadership role at SVB Analytics.

Prior to joining SVB Analytics in 2008, Allan worked with J.P. Morgan Chase in New York for the firm's fixed income trading business. While at J.P. Morgan, Allan worked with both the proprietary and client-focused U.S. Dollar Fixed Income Derivatives desks.

Before J.P. Morgan, Allan worked with AT&T. Joining AT&T in 2000, Allan completed the two-year rotational training Financial Leadership Program. After graduating from the program, Allan joined AT&T Consumer Services in a marketing and sales role developing models for customer acquisition and retention partnerships and strategies.

In 2006, Allan co-authored the winning business plan and best presentation award winner for the IrishAngels-sponsored University of Notre Dame McCloskey Social Business Plan Competition with a plan for a socially-focused, hybrid for-benefit organization, PEPY Tours. Allan then served as a board member and Chief Financial Officer for the organization.  Previously, Allan founded both technology and medical device start-ups.

Allan earned a Master's in business administration from Duke University's Fuqua School of Business and a bachelor's degree in finance from the University of Notre Dame.   Allan has been conferred the Chartered Financial Analyst designation.