Timothy Allen, managing partner of Allen Group, has more than twenty-five years of finance experience, including five years with a Big 4 CPA firm, fourteen years with companies working in operations, and ten years leading Allen Group.
BA Business Economics, UC Santa Barbara 1991
MS Taxation, Golden Gate University 1993
Active California CPA license issued 1995
Allen Group LLP, 2009 - present
Kuleto Estate, president & CFO 2008 - 2009
Rosenblum Cellars, CFO 2004 - 2008
Robert Mondavi, operations director for Arrowood 2002 - 2004
Sonoma-Cutrer Vineyards, CFO 1997 - 2002
Kendall-Jackson, controller for La Crema 1996 - 1997
Deloitte & Touche, audit & tax, wine clients 1992 - 1996
BS Business Administration, Sonoma State University 2001
Active California CPA license issued 2008
Allen Group LLP, 2020 – Present
CliftonLarsonAllen LLP, Principal, 2017 – 2020
Moss Adams LLP, Assurance Senior Manager, 2002 - 2017
Motion Analysis, Accounting Manager 2000 – 2002
BS Business Administration, Sonoma State University
Allen Group LLP, 2020 - present
Accolade Wines North America, Finance Director, 2017 - 2020
Francis Ford Coppola Presents, VP Finance, 2013 – 2017
Core Brands LLC, Panamax LLC and Furman Sound LLC, Controller, 2007 - 2013
Moss Adams LLP, Business Assurance Senior Accountant, 2003 - 2006
BA Business Economics, UC Santa Barbara 1992
MBA Wine Business Institute, Sonoma State University 2018
Allen Group LLP, 2019 - present
Schug Estate Winery, general manager, 2009 - 2019
Kuleto Estate Winery, controller 2008 – 2009
Clos Du Val Winery, controller 2005 – 2008
Treasury Wine Estates, accountant 2003 – 2005
BS Business Administration, Sonoma State University 2008
Active California CPA license issued 2016
Allen Group LLP, 2014 - present
Siduri Wines, accountant 2012 - 2014
Planet Fitness, senior accountant 2009 - 2011
PriceWaterhouseCoopers, assurance associate 2008 - 2009
The Ranch Winery, controller’s assistant 2007 - 2008
BA International Relations, UC Davis 2000
Active California CPA license issued 2017
Allen Group LLP, 2016 - present
Sequoia Grove Vineyards, wine club manager 2009 - 2016
Sebastiani Vineyards, tasting room manager 2004 - 2009
BA Economics, UC Davis, 2003
Active CPA license issued 2021
Allen Group LLP, 2019 - present
Vintage Wine Estates, financial analyst, 2016 - 2019
Duckhorn Wine Company, sales operations analyst, 2013 - 2016
Cakebread Cellars, direct sales systems and logistics supervisor, 2007 – 2013
Cakebread Cellars, various roles in sales, compliance, events, customer service 2004-2007
BA Philosophy, Bucknell University, Lewisburg, PA 1987
MBA Leavey School of Business, Santa Clara University, Santa Clara, CA 1992
Allen Wine Group, 2020 - present
Terlato Wine Group, winery controller 2017 - 2019
Eisele Vineyard, vp finance 2015-2017
Leslie Rudd Winery, controller 2013-2015
Christa Peatman and Associates, owner 2010-2019
BS Accounting, Georgia Southern University 2012
Active GA CPA Licenses Issued 2017
Allen Group LLP, 2021 – Present
Cakebread Cellars, Senior Accountant, 2018-2020
Total Server Solutions, Senior Accountant 2018
Aprio LLP, Senior Auditor, 2015-2018
Northwestern Mutual, 2015
Nichols Cauley & Associates, Auditor, 2013-2015
BS Business Administration, Sonoma State University 2015
Allen Group LLP, 2015 - present
Digilock, staff accountant 2014 - 2015
Bank of the West, customer service representative 2014
BBA Accounting, Coles College of Business, Kennesaw State University 2010
MBA Wine Business Institute, Sonoma State University 2020
Allen Group LLP, 2020-present
Isaiah Fitzgerald Bookkeeping, owner 2019-2020
Small Vines Wines, Harvest Intern 2019-2020
Young and Yonder Spirits, tasting room and office support 2019-2020
National Park Service, leadership, business, and financial management 2009-2019
BA Communication, UC Davis 2010
Post-Baccalaureate Certificate Program in Accounting, UC Berkeley Extension 2020
Allen Group LLP, 2020 – present
Alternative Telecom Solutions, Finance Manager 2016 – 2020
Lyve Systems, Accounts Payable & Warehouse Manager 2015 – 2016
The Shane Company, Sales 2014 – 2015
BS Business Administration, Sonoma State University 2017
Allen Group LLP, 2018 - present
Pisenti & Brinker, staff accountant 2017 - 2018
Kaleidoscope Digital Marketing, customization consultant 2015 - 2018
Dillwood Burkel & Millar LLP, intern 2016
BS Business Administration, Sonoma State University 2016
Allen Group LLP, 2020 - present
PricewaterhouseCoopers, senior accountant 2017 - 2020
Nelson Family of Companies, financial analyst 2016
BS Viticulture & Enology, Minor in Managerial Economics, UC Davis 2007
Allen Group LLP, 2017 - present
Haas & Reaney LLP, staff accountant 2017
Real Wines Company, sales representative 2014 - 2017
Mills Reef Winery Wellington NZ, sales manager 2013 - 2014
Centre City Wines & Spirits Wellington NZ, retail assistant manager 2010 - 2013
Dorrien Estate Winery Barossa Valley, harvest cellarhand 2009
Corbans Winery Pernod Ricard Napier NZ, harvest cellarhand 2008
Weingut Eckehart Gröhl Weinolsheim, Germany, cellar & vineyard intern 2007 - 2008
Mumm Napa Pernod Ricard Napa, lab assistant 2006
BS Computer Science & Technology, Bohai University 2006
MBA Dominican University 2008
Allen Group LLP, 2018 - present
Healdsburg SHED, senior accountant 2016 - 2018
Relucent Solutions, accountant / quality manager 2014 - 2016
GGMM Inc, office manager 2013 - 2014
B&J Living House, office manager 2009 – 2013
BS Business Administration, CSU Hayward 2016
Allen Group LLP, 2017 - present
Keller Williams Realty, accountant 2017
Rigetti Quantum Computing, office manager 2016 - 2017
Allen Group LLP, 2019 – present
Hip Chick Farms, Business Operations Manager 2014-2019
BS Business Administration, University of San Diego 1999
BS Business Administration, Sonoma State University
Allen Group LLP, 2020 – Present
O’Shea Carte LLP, Staff Accountant, 2019 -2020
Wilson Artisan Wines, Accounting and Payroll Specialist, 2015-2019
J Vineyards and Winery, Accounting and Compliance Administrator, 2014-2015
Western Fiberglass Inc, Staff Accountant, 2001-2014
Sonoma Metal Products, Accounting Assistant, 1999-2001
BS Accounting, Sonoma State University 2019
Allen Group LLP, 2018 – present
KPMG, audit intern, 2018
Boys & Girls Club, program coordinator, 2016
BS Business Administration, Sonoma State University, 2015
Allen Group LLP, 2021 - present
Cakebread Cellars, Guest and Member Services/Staff Accountant 2016-2021
Santa Rosa Junior College, 2010
Allen Group LLP, 2018 - present
Buffalo Billiards, bookkeeper & office manager 2018
USA Wine West, AR & sales order coordinator 2014 – 2017
Exchange Bank 2007 – 2015
BS Neurobiology, Physiology and Behavior – UC Davis 2013
Allen Wine Group LLP 2021-Present
BOND, Trade Associate 2019-2021
Wine Country Compliance 2015-2021
Wine Compliance Alliance, compliance assistant 2017-2020
Vocational Business School (Germany) 1990
Allen Group LLP, 2021 – present
Moss Adams LLP, administrative operations manager 2016 – 2021
Moss Adams LLP, executive assistant 2007 – 2016
Legacy Marketing Group, documentation analyst and QA specialist 1996 – 2007
BA Technical and Professional Writing, San Francisco State University 2011
Allen Group LLP, 2019 - present
Child Parent Institute, human resources coordinator 2011 – 2017
Child Parent Institute, program assistant 2003 - 2011
Aim Mail Center, assistant manager 2000 - 2003