Craig Pearson Email & Phone Number
Chief Executive Officer @ Private Wealth Systems
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Craig Pearson Location
- Charlotte, NC, US
Craig Pearson Work
- 2014 - now Chief Executive Officer @
- 2013 - 2014 President @ WealthTouch, Inc.
- 2010 - 2013 Managing Director, Sales @ WealthTouch, Inc.
- 2008 - 2010 Regional Sales Manager @
- 2005 - 2008 Vice President, Sales @ Scivantage, Inc.
- 2001 - 2005 Sales Director, Global Sales @
- 2000 - 2001 Associate, Investment Banker @ Arthur Andersen
- 1997 - 1999 UHNW Investment Advisor @
Craig Pearson Education
- Bentley University - McCallum Graduate School of Business
Masters in Finance (Finance)
1996 - 1998 - Bentley University
BS (Finance)
1989 - 1992 - Darien High School 1984 - 1987
Craig Pearson Skills
- Strategy
- Financial Services
- Portfolio Management
- Start-ups
- Investments
- Asset Management
- Wealth Management
- Equities
- Mergers & Acquisitions
- Business Strategy
- Hedge Funds
- Entrepreneurship
- Alternative Investments
- Trading
- Fixed Income
- Securities
- Banking
- Private Equity
- Venture Capital
- Private Banking
- International Sales
- Software Industry
- Sales Process
- Consultative Selling
- Direct Sales
- SaaS
- Trading Systems
- Management
- Leadership
- Executive Management
- Negotiation
- Team Leadership
- Strategic Leadership
- Financial Technology
- Managing Accounts
- SMA
- Start-up Ventures
- RIAs
- Turn Around Management
- Emerging Technologies
- New Business Development
- Selling
- Compliance
- Financial Turnarounds
- Startup Consulting
- Strategy Development
- Software Sales
- Finance
- Information Technology
- Managed Accounts
- Business Development
- Start Ups
- Sales Management
- Mergers and Acquisitions
- Microsoft Excel
- Start Up Ventures
Craig Pearson Summary
- Craig Pearson, based in Charlotte, NC, US, is currently a Chief Executive Officer at Private Wealth Systems, Inc.. Craig Pearson brings experience from previous roles at WealthTouch, Inc., Charles River Development and Scivantage, Inc.. Craig Pearson holds a 1996 - 1998 Masters in Finance in Finance @ Bentley University - McCallum Graduate School of Business. With a robust skill set that includes Strategy, Financial Services, Portfolio Management, Start-ups, Investments and more. Craig Pearson has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Private Wealth Systems Employees
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Byrnes Pearson
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