Allen Harvey MBA, CVA, CBA

EXPERIENCE

1999 - Current

• Real Estate and property management
• FP&A, Stock Programs, qualified retirement plans
• Experience in financial services industry as a registered rep
• Stock program management (internal and external ownership transitions)
• Investments, qualified and non-qualified retirement plans
• Budgeting, strategic planning, and accredited fiduciary
• Assisted on the client side with annual stock appraisals for a large ESOP
• A certified ESOP and 401(K) fiduciary
• Owned several small businesses
• Partner of IBVA Pros, LLC. Since 2021