Scott Allen

 

Scott Allen

Vice President of Business Management and Finance

sja@threeplusone.us

Scott is a very experienced financial services professional with over 25 years in the industry. Throughout his career, he has held a number of diverse leadership roles, of which a majority 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.

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. 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.

Joseph Rulison

CEO and Co-Founder

jrr@threeplusone.us
Ext. 700

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Peter Forsgren, CTP

COO and Co-Founder

pdf@threeplusone.us
Ext. 701

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Garrett Macdonald, CTP

Vice President

gam@threeplusone.us
Ext. 704

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Scott Allen

Vice President of Business Management & Finance

sja@threeplusone.us
Ext. 702

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Andrew Hagemeister

Software Developer

agh@threeplusone.us
Ext. 703

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Lena Smith

Relationship Specialist

lrs@threeplusone.us
Ext. 705

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Alex DeRosa

Relationship Specialist

ald@threeplusone.us
Ext. 706

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Tyler Frame

Relationship Analyst

tdf@threeplusone.us
Ext. 708

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Edna Teresi

Client Service Associate

edna.teresi@threeplusone.us
Ext. 707

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Manel Chaib

Data Analyst

mc@threeplusone.us

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Home office

180 Office Parkway Pittsford, NY 14534

Call Us

1 (585) 484-0311

EMAIL US

cashvest@threeplusone.us