Craig D. Allen, Esq. Email and Phone Number
Craig D. Allen, Esq. work email
- Valid
- Valid
Craig D. Allen, Esq. personal email
Craig D. Allen, Esq. phone numbers
I have more then three decades of financial industry experience, with a strong background in capital markets/investment banking/fundraising, executive management, strategic planning, wealth management and financial planning.
Allen Wealth Management
View- Website:
- allenwealthmanagement.com
- Employees:
- 8
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Owner And PresidentAllen Wealth ManagementSanta Barbara, Ca, Us
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Ceo, Cfo, Clo, & General CounselBionox Dec 2021 - PresentGreenville, Nc, UsBionox is a cutting-edge human health and performance brand offering innovative supplements to enhance the lives of our customers. All of our products are based on the groundbreaking research that culminated in the 1998 Nobel Prize for Physiology or Medicine, which identified nitric oxide as the signaling molecule in the cardiovascular system. Bionox’s clinically tested line of supplements maximizes health through nitric oxide production. -
Co-Founder, Ceo, Cfo & General CounselTurnkey Health & Beauty Apr 2024 - PresentTurnkey Nutrition is a comprehensive consulting services firm, focused on helping brands in nutrition, sports, beauty and health industries formulate new, vutting edge products and engage manufacturers to efficiently and effectively develop, market and sell those products on Amazon and other sales platforms. -
General CounselBiobottles Usa Feb 2023 - PresentI serve as General Counsel for BioBottles™ USA (Amazing Earth, LLC, Better Earth, LLC, Clean Earth, LLC, Global Earth, LLC). BioBottles™ is addressing the global threat of plastics in the environment by creating biodegradable plastic containers in numerous product categories. Plastics thrown into our oceans, along our roadways, in our parks, and across the globe into the environments within which we live are a direct threat to our existence on this planet. BioBottles™ containers protect the planet and humans from this threat. -
Personal CfoC.D. Allen Wealth Management, Llc Jan 2021 - PresentI provide comprehensive, turnkey personal CFO services for individuals who want a single point of contact for everything from accounting, finance, and legal services - bill payment, investment management, contracts, real estate transactions, estate planning, legacy planning, business management/strategic planning for owned entities, advice and counsel.
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Owner & PresidentAllen Wealth Management Apr 2004 - PresentMy services include CFO/CMO/CLO/In-house Counsel/C-Level Management duties, investment management services, and financial planning services. I have thirty+ years of direct investment banking, investment management, and financial planning experience.
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Adjunct ProfessorSouthern New Hampshire University Jan 2014 - PresentManchester, Nh, UsI am and Adjunct Professor teaching accounting, finance, and entrepreneurship online classes. -
CfoMindmap Ai, Inc. Apr 2019 - Sep 2020I was a Founder and the CFO of MindMap AI, Inc., an artificial intellegence-powered LearnSharing technology platform allowing users to “backup their brain to the cloud,” providing a quick and easy path to capture learning pathways, to relearn previously learned knowledge and skills through following those archived pathways, and to access other powerful features such as our online tutoring platform optimized with AI, and password protected cloud-based organization-wide knowledgebase archives for companies.
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Chief Financial Officer/Chief Marketing OfficerSensor Industries, Inc. Apr 2017 - Jun 2018I served as the Chief Financial Officer (CFO) and Chief Marketing Officer (CMO) of Sensor Industries, the leading sensor networking and technology provider to the multifamily housing market throughout the U.S. Allen provided executive/strategic management, accounting & financial management, funding, human resources guidance, sales & marketing strategy guidance, sales team hiring, training, support, advertising & marketing materials development & deployment, sales pipeline management & review, and direct sales. Allen reported directly to the board of directors and worked hand-in-hand with the CEO to drive the success of the business.
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CfoAci Materials Feb 2014 - Jun 2017Goleta, California, UsI served as the Chief Financial Officer of Applied Cavitation, Inc. (ACI), a specialty products company focusing on aerospace (rocket) coatings, cleanroom floor coatings, conductive adhesives, conductive traces, inks, wearables, solar pastes, and hybrid electronics. The company developed a proprietary cavitation process technology that enables highly effective dispersions of nano and other materials that enables the creation of high-performance products with unique functional properties. -
OwnerMontecito Private Asset Management Apr 2004 - Dec 2013I manage a variety of portfolio strategies including Fixed Income, Long-only equity, Long-Short Equity, and combinations of these. I also offer an options overlay strategy to increase current income and returns.
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Portfolio ManagerWells Fargo Private Client Services Dec 2001 - Feb 2004San Francisco, California, UsI managed seperate account portfolios for wealthy individual investors, including trusts, with personal responsibility for $200 million in assets under management.
Craig D. Allen, Esq. Skills
Craig D. Allen, Esq. Education Details
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Purdue Global Law SchoolLaw -
Uc San DiegoInternation Relations
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Stephen F. Austin State UniversityFinance / Investments
Frequently Asked Questions about Craig D. Allen, Esq.
What company does Craig D. Allen, Esq. work for?
Craig D. Allen, Esq. works for Allen Wealth Management
What is Craig D. Allen, Esq.'s role at the current company?
Craig D. Allen, Esq.'s current role is Owner and President.
What is Craig D. Allen, Esq.'s email address?
Craig D. Allen, Esq.'s email address is cr****@****mpam.bz
What is Craig D. Allen, Esq.'s direct phone number?
Craig D. Allen, Esq.'s direct phone number is +180589*****
What schools did Craig D. Allen, Esq. attend?
Craig D. Allen, Esq. attended Purdue Global Law School, Uc San Diego, Stephen F. Austin State University.
What are some of Craig D. Allen, Esq.'s interests?
Craig D. Allen, Esq. has interest in Weight Training, Guitar And Bass, Martial Arts, Tennis.
What skills is Craig D. Allen, Esq. known for?
Craig D. Allen, Esq. has skills like Asset Management, Estate Planning, Financial Planning, Financial Writing, Research, Investments, Equities, Fixed Income, Portfolio Management, Financial Markets, Alternative Investments, Wealth Management.
Who are Craig D. Allen, Esq.'s colleagues?
Craig D. Allen, Esq.'s colleagues are Paige Hopkins, Eric Franklin.
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