Craig Macfarlane Email & Phone Number

Broker Account Manager @ TriNet

5 free lookups per month.

Craig Macfarlane's Location

Lawndale, CA, US

Craig Macfarlane's Work

Broker Account Manager @ TriNet
Senior Sales Executive @ PlanSource
Business Consultant @ TriNet

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Registered Investment Advisor @ Capstone Partners Financial and Insurance Services
Private Banker @ Wells Fargo

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Craig Macfarlane's Education

California Polytechnic State University-San Luis Obispo
BS (Finance)
2004 - 2008

Craig Macfarlane's Skills

Finance
Securities
Investments

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Insurance
Series 7
Sales
Retirement Planning
Series 63
Portfolio Management
Relationship Management

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Craig Macfarlane's Summary

Craig Macfarlane, based in Lawndale, CA, US, is currently a Broker Account Manager at TriNet, bringing experience from previous roles at PlanSource, TriNet, Capstone Partners Financial and Insurance Services and Wells Fargo. Craig Macfarlane holds a 2004 - 2008 BS in Finance @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Finance, Securities, Investments, Insurance, Series 7 and more, Craig Macfarlane contributes valuable insights to the industry. Craig Macfarlane has 2 emails and 1 mobile phone number on RocketReach.

Craig Macfarlane Email Address

Found 2 email address listings:

Craig Macfarlane Phone Number

Found 1 phone number:

925785XXXX

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