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TERRY L. ALLEN, CFA, ICD.D PRESIDENT RANGE OF EXPERIENCE Terry L. Allen founded Pivotal Capital Advisory Group in 2002 to provide objective project and corporate finance advice and to raise capital for clients. With near
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Document Date: 2015-01-20 18:09:17


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City

Toronto / Calgary / /

Company

CIBC / Pivotal Capital Advisory Group / PetLynx Corporation / Oil and Gas Group / PricewaterhouseCoopers / TD Bank / Creststreet Kettles Hill Windpower General Partner Limited / /

Continent

Asia / /

Country

United States / Canada / United Kingdom / /

Currency

USD / /

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Facility

Institute of Corporate Directors Member / University of Calgary / Institute of Corporate Directors / University of Regina Board / University of Regina Member / University of Regina / CFA Institute / /

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IndustryTerm

real estate lending / project finance / corporate banking roles / transportation / acquisition finance / corporate banking / oil and gas / oil and gas portfolio / oil and gas investments / energy / real estate / trade finance / corporate finance advice / advisory and banking experience / objective project / transportation sectors / real estate developers / waste energy / /

Organization

Dean’s Advisory Board / University of Regina / Calgary Board of Directors / Faculty of Medicine / Calgary Airport Authority Board of Directors Member / Calgary United Way Campaign Cabinet / University of Regina Board of Governors / Salvation Army Advisory Board / Audit & Risk Management Committee / Institute of Corporate Directors Member / Audit & Finance Committee / Development Committee / Special Committee / Glenbow Museum Board of Governors / Institute of Corporate Directors / Calgary Past Executive Committee / Strategic Planning Committee / Graduate School / Paul J. Hill School of Business / Business Advisory Board / Alberta Securities Commission Board of Directors / CFA Institute / Distinction Selection Committee / YWCA / Calgary Chapter / University of Calgary / Calgary Chamber / Association for Corporate Growth Member of the International Women / University of Regina Past / University of Regina Member / Past / /

Person

Advisory Circle / TERRY L. ALLEN / Kenneth Levene / Regina Past / Audit / /

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Position

financing advisor / Chair / Executive / Account Manager / independent financial advisor / member of the CEO Advisory Circle / Board Chair / Chartered Financial Analyst / D PRESIDENT / Manager / Corporate and Investment Banking Group / Director / senior corporate banker / Co-Chair / Chair / general corporate financing / Vice President and Director / CEO / senior corporate banker managing multi-billion dollar portfolios / founder / /

Region

Middle East / Latin America / /

Technology

biofuels / /

URL

www.pivotalcapital.ca / /

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