Allan Bautista
About Allan Bautista
Allan Bautista is a Settlement Specialist at Dodge & Cox in the San Francisco Bay Area with over 20 years of experience in the financial services industry.
Title and Current Position
Allan Bautista is currently a Settlement Specialist at Dodge & Cox. He operates out of the San Francisco Bay Area and has been with the company for over six years. In his role, he focuses on ensuring the accurate and timely settlement of securities transactions.
Previous Roles and Experience
Allan Bautista has a robust background in financial services, marked by several key positions. From 2015 to 2017, he was a Senior Trade Operations Associate at First Republic Private Wealth Management. Prior to that, he spent two years as a Trade Operations Manager at RS Investments from 2013 to 2015. Allan also served as a Sr. Trade Operations Analyst at RS Investments for six years from 2007 to 2013. His initial experience in trade operations was honed at Franklin Templeton Investments, where he worked as a Corporate Actions Analyst from 2005 to 2007 and as a Security Maintenance Analyst in 2004.
Specializations and Expertise
Allan Bautista specializes in securities and asset management, leveraging over 20 years of experience in the financial services industry. His strong background in mutual funds and thorough understanding of corporate actions distinguish him as an expert in his field. His roles have consistently demonstrated his proficiency in these areas.
Educational Background
Allan Bautista completed his studies at the University of California, Davis, also known as UC Davis. His academic background has provided a solid foundation for his extensive career in the financial services sector.
Early Career and Additional Roles
Early in his career, Allan Bautista held significant roles that contributed to his breadth of experience. From 2000 to 2002, he worked as an Investor Relations Administrator at Agile Software. Before that, he served as a Payroll Facilitator at Wilson Sonsini Goodrich & Rosati from 1999 to 2000. These positions were instrumental in developing his analytical and operational skills.