Scott Allen, MBA

 

Scott Allen, MBA

CFO

sja@threeplusone.us

Scott has been a key member of the three+one team and its development since 2016. He is a very experienced professional with over 30 years in business and finance. Prior to joining three+one, Scott most recently served as Vice President and Business Finance Manager with J.P. Morgan’s Private Bank covering teams in various parts of the Northeastern United States. Throughout his career, he has held a number of diverse leadership roles, of which many were with J.P.Morgan Chase in the greater Rochester, NY area. These have included financial planning, branch and district management, operations and compliance, as well as financial management and strategic planning.

In addition to numerous financial licenses and designations, Scott earned both his BS degree magna cum laude and MBA degree with high distinction from St. John Fisher College.

On the personal side, he most enjoys spending quality time with his wife and their three children, as well as sports and travel.

Mike Abbott
Data Analyst Intern

mja@threeplusone.us

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Scott Allen, MBA
CFO

sja@threeplusone.us
Ext. 702

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Beau Blevins
Director, Business Development

brb@threeplusone.us
Ext. 714

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Manel Chaib

Data Analyst

mc@threeplusone.us

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William Cherry
Director,  Public Partnerships

wec@threeplusone.us
Ext. 709

Ruth Chiumia
Client Services Associate

rc@threeplusone.us

Kyle Cline
National Dir. of Strategic Partnerships, NACo-FSC

kcline@naco.org
Tel. (317) 502-7415

Alex DeRosa
Relationship Spc., Team Lead

ald@threeplusone.us
Ext. 706

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Peter Forsgren, CTP

COO and Co-Founder

pdf@threeplusone.us
Ext. 701

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Tyler Frame
Sr. Relationship Analyst

tdf@threeplusone.us
Ext. 708

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Andrew Hagemeister
Vice President of Innovation

agh@threeplusone.us
Ext. 703

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Jessica Harrell
Director, Project Management

jbh@threeplusone.us
Ext. 710

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Garrett Macdonald, CTP
Senior Vice President

gam@threeplusone.us
Ext. 704

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Kyle Metcalfe
Relationship Analyst

kjm@threeplusone.us
Ext. 705

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Leah Riley
Sales & Marketing Associate

ler@threeplusone.us
Ext. 711

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Samantha Rothschild
Marketing Coordinator

slr@threeplusone.us
Ext. 712

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Joseph Rulison

CEO and Co-Founder

jrr@threeplusone.us
Ext. 700

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Edna Teresi
Client Services Associate

edna.teresi@threeplusone.us
Ext. 707

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LaTonya Youmas
Client Services Associate

lcy@threeplusone.us
Ext. 713

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Jacob Wales three+one Headshot
Jacob Wales
Financial Analyst

jfw@threeplusone.us
Ext. 715

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Home office

180 Office Parkway
Pittsford, NY 14534

Call Us

1 (585) 484-0311

EMAIL US

cashvest@threeplusone.us