Craig C Email & Phone Number
Senior Consultant @ Highland Capital Advisors
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Craig C Location
- Seattle, WA, US
Craig C Work
- Senior Consultant @ (January 2024 - Present)
- Senior Business Development Officer @ (October 2021 - January 2024)
- Director - Retirement Plan Manager @ (August 2019 - October 2021)
- Vice President, Regional Sales Director @ (January 2017 - August 2019)
- Director of Retirement Plan Consulting @ Conover Capital Management (January 2016 - January 2017)
- Registered Rep @ Conover Capital Management (March 2013 - January 2017)
- Financial Investment Analyst @ Albers & Company (May 2012 - March 2013)
- Associate @ (April 2011 - May 2012)
- Director of Logistics and Operations Analyst @ e-Moto Electric Vehicles (March 2010 - April 2011)
- Business Development Intern @ (June 2008 - August 2008)
- Sales Associate @ Classic Toyota/Honda (June 2006 - September 2006)
- Sales Associate @ Ron Tonkin Gresham Honda (June 2005 - September 2005)
Craig C Education
- UCLA Anderson School of Management
Executive Education (C(k)P®)
2014-2014 - Wirtschaftsuniversität Wien
Bachelors (International Business)
2008-2009 - Oregon State University
Business Administration (Finance and International Business)
2004-2009
Craig C Skills
- 401k
- Defined Contribution
- Defined Benefit
- 401k Rollovers
- IRAs
- 401k Plan Design
- Investment Policy Statements
- FINRA Series 7
- FINRA Series 66
- Mutual Fund Analysis
- Model Portfolios
- Zephyr
- Zephyr Style Advisor
- Morningstar workstation
- RPAG
- Non-Qualified Deferred Compensation
- Financial Services
Craig C Summary
- Craig C, based in Seattle, WA, US, is currently a Senior Consultant at Highland Capital Advisors. Craig C brings experience from previous roles at PNC, Bank of America, Prudential Financial and Conover Capital Management. Craig C holds a 2014 - 2014 Executive Education in C(k)P® @ UCLA Anderson School of Management. With a robust skill set that includes 401k, Defined Contribution, Defined Benefit, 401k Rollovers, IRAs and more. Craig C has 2 emails and 2 mobile phone numbers on RocketReach.
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