Our People Learn about the talented people who make Saltmarsh so exceptional

Paul Allen, CPA, CGMADirector

Paul provides advisory services to financial institutions through the Financial Institutions Advisory Group. He began his career in public accounting in 1981, focusing on serving financial institution clients. His primary areas of experience include providing strategic guidance and support to financial institutions, continuing to serve in a leadership role following his retirement as a shareholder in December 2023.

His expertise includes accounting and financial reporting, enterprise risk management, asset liability management, mergers and acquisitions, and strategic planning. Paul has held senior management roles, including Chief Financial Officer, and has served on several boards. He is also dedicated to education, serving on the faculty of prominent banking schools across the country, including the Florida School of Banking at the University of Florida, the Graduate School of Banking at LSU, and others.

Education

  • B.S.B.A. Accountancy - University of Central Florida

Certifications

  • Certified Public Accountant - Florida
  • Certified Global Management Accountant
  • Certified Fraud Examiner (CFE) - Inactive

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants
  • Florida Bankers Association
  • Institute of Internal Auditors
  • Association of Certified Fraud Examiners - Associate Member

Areas of Practice

Industries of Focus

Publications

Since 1944 Achieving Success by Contributing to the Success of Others