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
- Founder and President @ (April 2004 - Present)
- Owner and President @ (April 2004 - July 2026)
- Personal CFO @ C.D. Allen Wealth Management, LLC (January 2021 - Present)
- General Counsel @ (February 2023 - Present)
- Chief Financial Officer @ NOX NUTRIENTS, LLC (BIONOX) (January 2022 - July 2026)
- Chief Executive Officer @ (January 2022 - July 2026)
- CFO and CLO and General Counsel @ (December 2021 - July 2026)
- Adjunct Professor @ (January 2014 - January 2026)
- Chief Executive Officer @ TurnKey Health & Beauty (June 2024 - January 2025)
- CEO, CFO, and General Counsel @ Turnkey Nutrition LLC (April 2024 - January 2025)
- Chief Financial Officer @ PURE SEA NUTRITION, INC. (August 2020 - December 2022)
- CFO @ MindMap AI, Inc. (April 2019 - September 2020)
- Chief Financial Officer @ SENSOR INDUSTRIES, INC. (February 2017 - July 2018)
- Chief Financial Officer and Chief Marketing Officer @ SENSOR INDUSTRIES, INC. (April 2017 - June 2018)
- CFO @ (February 2014 - June 2017)
- Chief Financial Officer @ APPLIED CAVITATION, INC. (February 2014 - June 2017)
- Owner @ Montecito Private Asset Management (April 2004 - December 2013)
- Portfolio Manager @ Wells Fargo Private Asset Management (December 2001 - February 2004)
- Portfolio Manager @ LEHMAN BROTHERS, SUTRO & CO. (September 1990 - February 2004)
Craig Allen Education
- Purdue Global Law School
Juris Doctorate (JD) (Law)
2017-2021 - UC San Diego
MPIA (Internation Relations)
1999-2001 - Stephen F. Austin State University
BBA Finance (Finance / Investments)
1984-1990 - Stephen F. Austin State University
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 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 5 mobile phone numbers on RocketReach.
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