Financial Consultant @ (January 1994 - January 1995)
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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