Craig Weiss Email & Phone Number
Chief Compliance Officer @ OnePoint BFG Wealth Partners
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Craig Weiss Location
- Parsippany-Troy Hills, NJ, US
Craig Weiss Work
- 2024 -now Chief Compliance Officer @
- 2017 -2024 Chief Compliance Officer @
- 2016 -2017 Chief Compliance Officer @ R. Seelaus & Co., Inc. / Granite Springs Asset Management, LLC
- 2014 -2016 Vice President Director of Compliance @
- 2013 -2014 Chief Compliance Officer (BD) @ Belle Haven Investments
- 2012 -2013 VP Supervisory Manager @
- 2009 -2012 Chief Compliance Officer @
- 1995 -2009 Assistant Branch Manager @ J.B. Hanauer & Co.
- 1994 -1995 Financial Consultant @
Craig Weiss Education
- Brandeis University
BA (American Studies/Legal Studies)
1987-1991 - Institute of European Studies
- Livingston High School
Craig Weiss Skills
- Writing
- Consulting
- Anti Money Laundering
- Fixed Annuities
- Nasd
- Insurance
- Overseeing
- Windows
- Sales
- Acting
- Cold Calling
- 5s
- Finance
- Legal
- Customer Support
- Data Conversion
- Municipalities
- Merrill Lynch
- Management
- Revenue
- Short
- Journals
- Rules
- Committees
- Information Mapping
- Auditing
- Series 63
- Clearing
- Regulators
- Accounting
- Bonds
- Incentive Programs
- Daily Operations
- Settlement
- Legal Writing
- Education
- Reports
- Trace
- Supervision
- Strategies
- FINRA
- New Business Development
- Policy
- Supervisory
- Contests
- Project Management
- American Studies
- Research
- Written
- Drafting of Legal Documents
- Gates
- Gap Analysis
- Commodities
- General Securities Sales Supervisor
- Jersey
- Disruption
- Coordination
- Communication
- Technical Requirements
- Advertising
- Licensing
- Operations
- Regulatory Audits
- General Securities Principal
- Marketing
- Checks
- Sales Trainings
- Series 24
- Distribution Center Operations
- SEC Regulations
- Risk Tolerance
- Brokers
- Mediation
- Responsibility
- Internal Audit
- Council
- Legal Education
- Policies and Procedures
- Regulations
- Retaining
- Art
- Short Hills
- Marketing Materials
- Executions
- Defensive
- Arbitration
- Branches
- Start Ups
- Oats
- New York
- Reviews
- Mortgage Lending
- Guidelines
- Referrals
- Compliance
- Mutual Funds
- Continuing Education
- Stocks
- Canada
- Financial Analysis
- Legal Documents
- Trading
- Meetings
- Health Insurance
- Support Staff
- Mergers and Acquisitions
- Series 7
- Securities
- Selling
- Legal Liaison
- Dealers
Craig Weiss Summary
- Craig Weiss, based in Parsippany-Troy Hills, NJ, US, is currently a Chief Compliance Officer at OnePointBFG Wealth Partners. Craig Weiss brings experience from previous roles at Summit Financial, LLC, R. Seelaus & Co., Inc. / Granite Springs Asset Management, LLC, The Comprehensive Group and Belle Haven Investments. Craig Weiss holds a 1987 - 1991 BA in American Studies/Legal Studies @ Brandeis University. With a robust skill set that includes Writing, Consulting, Anti Money Laundering, Fixed Annuities, Nasd and more. Craig Weiss has 3 emails and 5 mobile phone numbers on RocketReach.
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