Craig Pollock Email & Phone Number
Private Advisor, Managing Director @ Rockefeller Capital Management
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Craig Pollock Location
- California, United States
Craig Pollock Work
- 2024 -now Private Advisor, Managing Director @
- 2023 -2024 Private Wealth Advisor at J.P. Morgan Wealth Management @
- 2019 -2023 Vice President, Wealth Manager @
- 2016 -2019 Director, Trading and Portfolio Management Systems @
- 2016 -2016 Senior Project Manager @
- 2014 -2015 Principal @ Balanced Consulting and Solutions
- 2006 -2014 VP, Director of Technology, Wealth Management @
- 2004 -2006 Chief Operations Officer @
- 2001 -2004 Chief Operations Officer @
Craig Pollock Education
- The Wharton School
Leadership Program for Managers
2018-2019 - California Polytechnic State University-San Luis Obispo
Economics (Finance, Business Administration)
1989-1992
Craig Pollock Skills
- Leadership
- Banking
- Fixed Income
- Sales
- Portfolio Management
- Investments
- Business Analysis
- Relationship Management
- Business Development
- Vendor Management
- Finance
- Process Improvement
- Strategy
- Financial Services
- Equities
- Wealth Management
- Program Management
- Risk Management
- Customer Service
- Management
- Project Management
- Integration
- Human Resources
Craig Pollock Summary
- Craig Pollock, based in California, United States, is currently a Private Advisor, Managing Director at Rockefeller Capital Management. Craig Pollock brings experience from previous roles at J.P. Morgan, First Republic Private Wealth Management, First Republic Bank and InvestCloud, Inc.. Craig Pollock holds a 2018 - 2019 Leadership Program for Managers @ The Wharton School. With a robust skill set that includes Leadership, Banking, Fixed Income, Sales, Portfolio Management and more. Craig Pollock has 1 emails on RocketReach.
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