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Craig Kliebert Location
Baton Rouge, LA, US
Craig Kliebert Work
Senior Vice President @ (January 2019 - Present)
Vice President @ (December 2012 - Present)
Asssistant Vice President @ (March 2010 - December 2012)
Financial Planner and Manager of Planning Department @ (December 2008 - March 2010)
Associate Financial Planner @ (July 2005 - December 2008)
Craig Kliebert Education
The University of Southern Mississippi
Masters (Finance, Business Administration)
1999-2005
Craig Kliebert Skills
Retirement Planning
Estate Planning
Microsoft Office
Wealth Management
Customer Service
Strategic Financial Planning
Education Funding
Asset Allocation
Insurance
Portfolio Management
Project Planning
Investment Management
Financial Planners
Financial Services
Project Management
Financial Reporting
Business Development
Microsoft Excel
Marketing
Strategy
Craig Kliebert Summary
Craig Kliebert, based in Baton Rouge, LA, US, is currently a Senior Vice President at The Shobe Financial Group. Craig Kliebert brings experience from previous roles at The Shobe Financial Group. Craig Kliebert holds a 1999 - 2005 Masters in Finance, Business Administration @ The University of Southern Mississippi. With a robust skill set that includes Retirement Planning, Estate Planning, Microsoft Office, Wealth Management, Customer Service and more. Craig Kliebert has 2 emails and 2 mobile phone numbers on RocketReach.
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