Craig C Email & Phone Number
Senior Consultant @ Highland Capital Advisors
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Craig C Location
- Seattle, WA, US
Craig C Work
- 2024 -now Senior Consultant @
- 2021 -2024 Senior Business Development Officer @
- 2019 -2021 Director - Retirement Plan Manager @
- 2017 -2019 Vice President, Regional Sales Director @
- 2016 -2017 Director of Retirement Plan Consulting @ Conover Capital Management
- 2013 -2017 Registered Rep @ Conover Capital Management
- 2012 -2013 Financial Investment Analyst @ Albers & Company
- 2011 -2012 Associate @
- 2010 -2011 Director of Logistics and Operations Analyst @ e-Moto Electric Vehicles
- 2008 -2008 Business Development Intern @
- 2006 -2006 Sales Associate @ Classic Toyota/Honda
- 2005 -2005 Sales Associate @ Ron Tonkin Gresham Honda
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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