Craig Allen Email & Phone Number
Founder and President @ Allen Wealth Management
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Craig Allen Location
- Santa Barbara, CA, US
Craig Allen Work
- 2004 -now Founder and President @
- 2004 -2026 Owner and President @
- 2021 -now Personal CFO @ C.D. Allen Wealth Management, LLC
- 2023 -now General Counsel @
- 2022 -2026 Chief Financial Officer @ NOX NUTRIENTS, LLC (BIONOX)
- 2022 -2026 Chief Executive Officer @
- 2021 -2026 CFO and CLO and General Counsel @
- 2014 -2026 Adjunct Professor @
- 2024 -2025 Chief Executive Officer @ TurnKey Health & Beauty
- 2024 -2025 CEO, CFO, and General Counsel @ Turnkey Nutrition LLC
- 2020 -2022 Chief Financial Officer @ PURE SEA NUTRITION, INC.
- 2019 -2020 CFO @ MindMap AI, Inc.
- 2017 -2018 Chief Financial Officer and Chief Marketing Officer @ Sensor Industries, Inc.
- 2017 -2018 Chief Financial Officer @ SENSOR INDUSTRIES, INC.
- 2014 -2017 CFO @
- 2014 -2017 Chief Financial Officer @ APPLIED CAVITATION, INC.
- 2004 -2013 Owner @ Montecito Private Asset Management
- 2001 -2004 Portfolio Manager @ Wells Fargo Private Asset Management
- 1990 -2004 Portfolio Manager @ LEHMAN BROTHERS, SUTRO & CO.
Craig Allen Education
- Purdue Global Law School
Juris Doctorate (JD) (Juris Doctorate (JD), Law)
2017-2021 - UC San Diego
MPIA (MPIA, Internation Relations)
1999-2001 - Stephen F. Austin State University
BBA Finance (BBA Finance, Finance / Investments)
1984-1990 - Stephen F. Austin State University
Bachelor of Business Administration (Bachelor of Business Administration, Finance, General)
- UC San Diego
Master's Degree (Master's Degree)
Craig Allen Skills
- Private Equity
- Contract Law
- Legal Contract Review
- Contract Negotiation
- Asset Management
- Estate Planning
- Financial Planning
- Investments
- Portfolio Management
- Financial Markets
- Alternative Investments
- Wealth Management
- Mutual Funds
- Retirement Planning
- Retirement
- Valuation
- Credit
- Risk Management
- Real Estate
- Mergers
- Bonds
- Funding
- Options
- Debt
- Structuring
- Cash Flow
- Analysis
- Tax
- Banking
- Strategic Planning
- Planning
- IPO
- Budgeting
- Investors
- New Business Development
- Small Business
- Marketing Strategy
- Business Planning
- Restructuring
- Real Estate Development
- Asset Managment
- Investment Management
- Strategic Financial Planning
- Project Planning
- Budgets
- Finance
- Securities
- Mergers & Acquisitions
- Investment Advisory
- Venture Capital
- Financial Writing
- Research
- Equities
- Fixed Income
- Sales
- Marketing
- Financial Reporting
- Strategic Financial
- Mergers and Acquisitions
Craig Allen Summary
- Craig Allen, based in Santa Barbara, CA, US, is currently a Founder and President at Allen Wealth Management. Craig Allen brings experience from previous roles at Allen Wealth Management, C.D. Allen Wealth Management, LLC, BioBottles USA and NOX NUTRIENTS, LLC (BIONOX). Craig Allen holds a 2017 - 2021 Juris Doctorate (JD) in Juris Doctorate (JD), Law @ Purdue Global Law School. With a robust skill set that includes Private Equity, Contract Law, Legal Contract Review, Contract Negotiation, Asset Management and more. Craig Allen has 1 emails and 5 mobile phone numbers on RocketReach.
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