Craig Pearson Email & Phone Number
Chief Executive Officer @ Private Wealth Systems
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Craig Pearson Location
- Charlotte, NC, US
Craig Pearson Work
- Chief Executive Officer @ (December 2014 - Present)
- President @ WealthTouch, Inc. (September 2013 - December 2014)
- Managing Director, Sales @ WealthTouch, Inc. (February 2010 - September 2013)
- Regional Sales Manager @ (July 2008 - February 2010)
- Vice President, Sales @ Scivantage, Inc. (February 2005 - July 2008)
- Sales Director, Global Sales @ (March 2001 - February 2005)
- Associate, Investment Banker @ Arthur Andersen (January 2000 - December 2001)
- UHNW Investment Advisor @ (January 1997 - December 1999)
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
- Sales Management
- Software Sales
- Managed Accounts
- Finance
- Information Technology
- Business Development
- Start Ups
- 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 2 mobile phone numbers on RocketReach.
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