Allen retired from a 27-year career at Merrill Lynch where he held several senior executive positions. At the time of his retirement Allen was Senior Vice President of the firm, served on the Private Client Division Executive Committee and was Director of Private Client Marketing Group. During his career he also held positions as President and CEO of Merrill Lynch Life Insurance Co. and Director Individual Financial Services among other positions. In addition to his financial expertise, Allen brings the Board of Whale Trust Maui a long and diverse history of involvement with philanthropic organizations including being Chairman, Indian River (FL) Medical Center Foundation, member of the Indian River Medical Center Board of Trustees and Chairman of its Investment Committee. At various times, he also has been Chairman, Forum for Investment Advice, Chairman-elect, Houston American Heart Association, and on the Board of Trustees of the Princeton Medical Center (NJ). Allen currently is a part-time resident of Maui and Vero Beach, Florida.