Terry Allen Email & Phone Number
President
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Terry Allen Location
- Santa Rosa, CA, US
Terry Allen Work
- President @ Completax Planning Inc. (January 2000 - Present)
- Registered Investment Advisor @ Putney Financial Group (October 2013 - Present)
- Registered Representative @ (January 2005 - October 2013)
- Chief Financial Officer, Director @ Intercontinental Development Group, Inc (January 1990 - January 2000)
- Chief Financial Officer @ Westcap Financial Group, Inc. (January 1983 - December 1988)
Terry Allen Education
- Monterey College of Law
JD (Law)
1980-1983 - San Francisco State University
Bachelor of Arts - BA (Accounting and Finance)
1965-1970 - San Francisco State University
BA (Business)
1964-1970 - Abraham Lincoln High School 1961-1964
Terry Allen Skills
- Certified Public Accountant
- Registered Investment Advisor
- Realtor
- Tax
- Small Business
- Financial Analysis
- CPA
- Finance
- QuickBooks
- Tax Returns
- Accounting
- Due Diligence
- Mergers & Acquisitions
- Private Equity
- Financial Advisory
- Business Valuation
- Strategic Financial Planning
- Investments
- Tax Preparation
- Management Consulting
- Management
- Business Strategy
- Executive Management
- Budgets
- Corporate Tax
- Income Tax
- Strategic Planning
- Real Estate
- Start-ups
- Business Planning
- Tax Accounting
- Financial Reporting
- Partnership Taxation
- Insurance
- Start Ups
- Mergers and Acquisitions
Terry Allen Summary
- Terry Allen, based in Santa Rosa, CA, US, is currently a President at Completax Planning Inc.. Terry Allen brings experience from previous roles at Putney Financial Group, Kissinger Financial Services, Inc., Intercontinental Development Group, Inc and Westcap Financial Group, Inc.. Terry Allen holds a 1980 - 1983 JD in Law @ Monterey College of Law. With a robust skill set that includes Certified Public Accountant, Registered Investment Advisor, Realtor, Tax, Small Business and more. Terry Allen has 1 emails and 1 mobile phone numbers on RocketReach.
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