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
- Private Advisor, Managing Director @ (March 2024 - Present)
- Private Wealth Advisor at J.P. Morgan Wealth Management @ (July 2023 - March 2024)
- Vice President, Wealth Manager @ (January 2019 - June 2023)
- Director, Trading and Portfolio Management Systems @ (August 2016 - January 2019)
- Senior Project Manager @ (January 2016 - August 2016)
- Principal @ Balanced Consulting and Solutions (August 2014 - December 2015)
- VP, Director of Technology, Wealth Management @ (July 2006 - August 2014)
- Chief Operations Officer @ (September 2004 - July 2006)
- Chief Operations Officer @ (April 2001 - September 2004)
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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Top Rockefeller Capital Management Employees
Casey Clark
President, Rockefeller Global Investment Management
New York, NY, US
Schuyler Perry
Managing Director
New York, NY, US
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