Allman-Ward Associates, Inc.


Global Strategic Planning


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Views from the offices of Allman-Ward Associates, Inc.


Las Vegas, NV
Templeton, CA
Los Angeles, CA

COMPANY PROFILE



Allman-Ward Associates, Inc. (AWA) was established in 1996 and has offices in Nevada and California. The company specializes in strategic planning, product and business development, training, project management and market research with particular emphasis on international treasury management. AWA has undertaken engagements around the globe and has managed projects in the US, Europe, Asia, Latin America and the Middle East.


Alliances are maintained with other respected professionals for larger engagements or those requiring a unique expertise.


The company also manages the Windrock EstatesTM vineyard, which grows and sells Rhône varietal white grapes and Mediterranean olives.



Michèle Allman-Ward



Michèle Allman-Ward is recognized for her strategic thinking, high energy levels and results orientation. She is highly regarded in the cash management industry and is in demand as a speaker at conferences all over the world. Michèle is a frequent contributor to professional publications, industry texts and is the author of several books, including "Essentials of Managing Corporate Cash" published by John Wiley & Sons, "US Cash Management - A Practical Guide" published by Treasury Today Ltd. and "Optimizing Company Cash" published by the AICPA. She is bilingual in French and English. Unfortunately, years of studying German and Spanish have not resulted in a similar degree of fluency!


Academic and Professional Qualifications

  • BSc (Joint Honours), Southampton University, UK
  • MBA International Finance (Dean's Award for Academic Excellence), Fordham University, US
  • Certified Treasury Professional (CTP), Association for Financial Professionals, US (retired 2022)
  • Certificate in International Cash Management (Cert ICM) (Distinction), Association of Corporate Treasurers, UK
  • Advanced Diploma in Treasury Management (FCT), Association of Corporate Treasurers, UK


Work Experience

  • Senior Vice President, Strategic Planning, First Interstate/Wells Fargo Bank, US
  • Vice President, Head of Cash Management and Custody Corporate Sales, and Client Service, JP Morgan, US
  • Vice President and Marketing Division Head, International Cash Management, Bankers Trust, US
  • Vice President of International Cash Management Sales and Product Management, Bank of Boston, Luxembourg and US
  • Market Research Executive, Lintas Limited, and Market Behaviour Ltd. (MBL), UK


A. Peter Allman-Ward



Peter Allman-Ward worked in finance for more than 30 years, with 25 years in the US securities industry. After several years in London with Arthur Young, he worked in Luxembourg for International Minerals & Chemical as the Chief Accountant for Europe before being transferred to New York in 1978 as Manager of Systems, Planning & Analysis for the Carbon Products Division.


He started on Wall Street in 1983 as the Finance Director of Morgan Grenfell Inc., a New York Stock Exchange member firm which acquired C. J. Lawrence in 1986 and of Morgan Grenfell Finance Inc., an early and significant participant in the interest rate swaps industry. After 5 years with Deutsche Bank in New York, in 1995 he became the Chief Financial Officer of Wedbush Morgan Securities Inc. in Los Angeles, a privately owned diversified investment bank. He established and became CEO of Wedbush Europe Ltd., completing its membership in the London and Warsaw Stock Exchanges in 2012.


Peter remained a Fellow of the Institute of Chartered Accountants in England and Wales (“ICAEW”) from 1973 to 2012 and continues as a member of the American Institute of Certified Public Accountants (“AICPA”), the publisher of the book entitled "Optimizing Company Cash" which he co-authored with Michèle.


Peter is the Chief Financial Officer of AWA. He continues to follow tax and accounting issues and especially the continuing developments in the regulation of US broker-dealers by the Financial Industry Regulatory Authority (“FINRA”) and the United States Securities and Exchange Commission (“SEC”) and offers consulting services in that area.


Peter is also primarily responsible for managing Windrock Estates.


Academic and Professional Qualifications

  • BSc - Southampton University, UK
  • MBA - Fordham University, US
  • Fellow of the Institute of Accountants in England and Wales
  • Member of the AICPA


CONTACT US



For consulting and training engagements:

Michèle Allman-Ward

Managing Partner

e-mail: maw@allmanward.com



For information about the grapes, olives and olive oil:

A. Peter Allman-Ward

Partner

e-mail: paw@allmanward.com



Allman-Ward Associates, Inc.



email: maw@allmanward.com
www.allmanward.com
Tel: +1 213 680 7742