Craig Cornwell Email & Phone Number
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Craig Cornwell Location
- Saratoga Springs, NY, US
Craig Cornwell Work
- Financial Advisor, @ Aurora Wealth Adivsory (October 2019 - Present)
- Vice President - Financial Counseling @ (August 2005 - July 2019)
- Corporate Benefits Counsel Intern @ (April 2004 - May 2005)
Craig Cornwell Education
- Union College
MBA (Business)
2004-2005 - Albany Law School
JD (Estate planning, employee benefits)
2001-2005 - Cornell University
BS (Biology)
Craig Cornwell Skills
- Estate Planning
- Strategic Financial Planning
- Employee Benefits
- Wealth Management
- Investments
- Insurance
- Asset Allocation
- Retirement Planning
- Tax
- Income Tax
- Risk Management
- Financial Analysis
- New Business Development
- Strategic Planning
- Asset Managment
- High Net Worth Individuals
- Investment Advisory
- Estate Tax Planning
- Trusts
- Portfolio Management
- Retirement
- Leadership
- Financial Services
- Financial Modeling
- Equities
- Public Speaking
- Alternative Investments
- Private Equity
- Investment Strategies
- Management
- Mutual Funds
- Hedge Funds
- Series 7
- Microsoft Excel
- Financial Planning
- Strategy
- Customer Service
- Project Management
Craig Cornwell Summary
- Craig Cornwell, based in Saratoga Springs, NY, US, is currently a Financial Advisor, at Aurora Wealth Adivsory. Craig Cornwell brings experience from previous roles at Ayco, a Goldman Sachs Company and GE. Craig Cornwell holds a 2004 - 2005 MBA in Business @ Union College. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Employee Benefits, Wealth Management, Investments and more. Craig Cornwell has 1 emails and 1 mobile phone numbers on RocketReach.
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