Team

Robert Allen, CFA®
Salesforce Administrator

Robert is the Salesforce Administrator for Angel Oak Capital. Prior to Angel Oak, he worked at two large investment management firms in the metro Atlanta area and has over 13 years of Salesforce administration experience as well as 19 years of industry experience in institutional operations.

Robert holds a B.B.A. degree with a focus in finance from Georgia State University. He is a Certified Salesforce Administrator. In addition, Robert holds the Chartered Financial Analyst (CFA®) designation, and is a member of the CFA® Institute and the Atlanta Society of Finance and Investment Professionals (ASFIP).