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Craig Cmiel Location
Charlotte, NC, US
Craig Cmiel Work
2019 -now Managing Partner @
2012 -now Cmiel Partners Asset Manager and RIA Consultant @ Cmiel & Company Consulting
2022 -2023 Platform Developer @
2011 -2012 Complex Director @
2009 -2011 Complex Director @
2007 -2009 Head, Regional Consulting Center @
2003 -2007 Branch Manager @
2001 -2003 Financial Advisor and Assistant Manager @
2000 -2001 Financial Advisor @
1991 -2000 Financial Consultant @
Craig Cmiel Education
Augustana College
Bachelor of Arts (B.A.) (Political Science and Government)
Furman University
Graduate (Diversity Leadership Initiative)
Craig Cmiel Skills
Wealth Management
Strategic Financial Planning
Financial Advisory
Asset Allocation
Investment Advisory
Investments
Team Leadership
Portfolio Management
Leadership Development
Asset Managment
Series 3,7,9,10,66
Series 3
Business Development
Research
Marketing
Services
Financial Services
Sales
Craig Cmiel Summary
Craig Cmiel, based in Charlotte, NC, US, is currently a Managing Partner at BX Index. Craig Cmiel brings experience from previous roles at Cmiel & Company Consulting, C8 Technologies and UBS. Craig Cmiel holds a Bachelor of Arts (B.A.) in Political Science and Government @ Augustana College. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Financial Advisory, Asset Allocation, Investment Advisory and more. Craig Cmiel has 1 emails and 3 mobile phone numbers on RocketReach.
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