Following his MBA Studies at University of Alabama, Charles Allen entered the financial and investments profession in 1985. Allen has long proven to be a top-performing and award-winning Senior Financial Professional on a national level – with the likes of Morgan Keegan & Co. (now, Raymond James), Mass Mutual Financial Group and The Principal Financial Group. In 2007, Allen was named Executive Director of the Harvard University conceived International Economic Alliance (IEA). IEA produces the Annual Global Investment Symposium, which is officially held during the United Nations General Assembly Week at the Harvard Club of New York City. The IEA Global Investment Symposium brings together many of the world’s top leaders in business, governments, as well as ‘thought leaders,’ to seek solutions to advance global economic relations and international economic challenges.
Allen also has been honored by earning two INC 500 awards through his highly successful entrepreneurial ventures. The prestigious INC 500 List honors ‘America’s 500 Fastest Growing Private Companies’. Allen founded several association & convention industry’s leading companies – some of which remain the industry leaders to this day. This includes Allen’s founding of American Exhibition Services – which grew into North America’s leading event marketing company. Allen also Founded the CNN Convention News Network in a ‘break-through’ deal he personally brokered with Turner Private Networks. Allen co-founded the Trade Show News Network (TSNN.com) – which is the top-rated search result on Google for the association meetings, conventions & trade show industry, and is the world’s #1 ‘one stop shop’ on-line for all global association trade show and convention activity. Allen also was the Co-Founder of one of the fastest-growing exhibit design and display company in the entire Southeastern United States. Last but not least, Allen founded The C.W. Allen Group, LLC – which became the association trade show industry’s number one exhibitor education, coaching and training program (The Exhibiting ROI-Q Academy™)… which was supported by BPA Worldwide, the Trade Show Exhibitors Association, the Trade Show Bureau and all of the scientific and historical research data from the Center for Exhibition Industry Research.
Allen’s business ventures have involved working in partnership with well over two hundred national and global associations and their members to successfully advance their business objectives and achieve greater financial success since the 1980’s. Allen successfully served these associations, their annual conventions and trade shows, as well as their member companies for over twenty-seven years, prior to divesting of most of the companies he founded and led (as Chairman & CEO) at the height of their market values.
Allen continues to serve his Professional Financial Services clients today with more expertise, experience and superior results than ever before. Today, Allen serves as Founder & CEO of The SafeBridge Group, P.C. – which is comprised of SafeBridge Benefits Alliance™, the Association Benefits Alliance™, Commercial Savings Solutions™, SafeBridge Advisory Group™ and SMART Owner & Executive Strategies™. Allen also serves as Managing Director for the Life Insurance Company of Alabama (LICOA), as well as having contracts and appointments with an extremely large array of America’s top A-Rated financial service providers and options.
Allen’s philosophy is simple: “We maintain very strong relationships with so many of the top providers in the United States. They’re able to rely on our consistent performance. Therefore, we leverage our large blocks of business with each of these providers in always negotiating on the client’s behalf. No one financial service provider does everything best. Therefore, we fiercely negotiate with the ‘best in breed’ providers in each area of expertise, to optimize the most suitable and custom-tailored financial solutions for each client’s respective needs – at the lowest possible price points. We intensely focus on increasing the bottom-lines for all our Employer Group Benefits and Commercial Savings Solutions clients and have proven to be extremely effective in this regard.
“We don’t work for any one of these top financial or Commercial Savings Solutions providers. They work for us, so that we can best work for you…. continues Allen.”
Allen summarizes the Commercial Savings Solutions division of The SafeBridge Group: “On a risk-free basis, we provide proven savings-generating solutions which further increase companies’ bottom-lines. In short, we help companies realize substantial savings by reducing expenses on items like energy, utilities, waste haul, unrealized tax credits, wireless, major tax savings/cash flow for owners of commercial office properties… and reducing expenses in many other areas. These savings accrue directly to the bottom-line by reducing monthly expenses on an ongoing basis.”
Furthermore, Allen has also spent nearly three decades of his adult life as a highly sought-after professional public speaker on the North American association & convention network, a leading strategic marketing consultant, an accomplished professional writer and contributing columnist for numerous professional association business journals/publications, as well as a lecturer to business school students at several major American universities.
In his limited spare time, Allen enjoys sharing quality time with his lovely wife (Beth) and his teenage daughter (MEA), composing music and original songs, playing basketball, fishing, and sharing cherished time with his close friends (especially when watching college sports together).
Allen’s Life’s Mission Statement is “Connecting with People to Create a Better World.”