Craig Feldman Email & Phone Number
Director of Business Development and Client Services @ Pzena Investment Management
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Craig Feldman Location
- Florida, United States
Craig Feldman Work
- Director of Business Development and Client Services @ (May 2026 - Present)
- Regional Director @ (April 2024 - February 2026)
- Director - Advisor Relations @ (November 2016 - April 2024)
- Director - Regional Sales @ (March 2015 - August 2016)
- Regional Sales Consultant @ PowerShares (December 2013 - March 2015)
- Internal Wholesaler - Western PA and OH and Upstate NY @ (October 2010 - December 2013)
- Financial Advisor Associate @ (July 2008 - June 2010)
- Personal Banker @ (May 2007 - July 2008)
- Recruiting Manager @ (September 2006 - February 2007)
- Account Manager @ CDW Corporation (September 2004 - September 2006)
- Summer Intern @ (June 2003 - August 2003)
Craig Feldman Education
- Indiana University Bloomington
bachelors (business)
2000-2004 - Indiana University - Kelley School of Business
Bachelor of Science (Business; Marketing)
2000-2004 - Cooper City High School 1998-2000
Craig Feldman Skills
- Series 7
- Series 63
- Investments
- Asset Managment
- Cold Calling
- Strategic Financial Planning
- Financial Services
- Portfolio Management
- Insurance
- Sales
- Financial Advisory
- Securities
- Equities
- Wealth Management
- New Business Development
- Financial Analysis
- Relationship Management
- Retirement Planning
- Asset Allocation
- Territory Management
- Separately Managed Accounts
- Risk Management
- Unit Investment Trusts
- ETFs
- Personal Financial Planning
- Mutual Funds
- Finance
- Asset Management
- Development
- Planning
- Financial Planning
- Business Development
- Services
Craig Feldman Summary
- Craig Feldman, based in Florida, United States, is currently a Director of Business Development and Client Services at Pzena Investment Management. Craig Feldman brings experience from previous roles at Perpetual Group, Lyrical Asset Management, PTAM (PT Asset Management, LLC) and PowerShares. Craig Feldman holds a 2000 - 2004 bachelors in business @ Indiana University Bloomington. With a robust skill set that includes Series 7, Series 63, Investments, Asset Managment, Cold Calling and more. Craig Feldman has 1 emails and 4 mobile phone numbers on RocketReach.
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