Craig Wezenski Location
New York, NY, US
Craig Wezenski Work
- 2020 - now Director of Business Development @ Exencial Wealth Advisors
- 2020 - now Partner @ Exencial Wealth Advisors
- 2020 - now Executive Leadership Team @ Exencial Wealth Advisors
- 2017 - 2020 Partner @ Willingdon Wealth Management
- 2016 - 2020 Director of Business Development @ Willingdon Wealth Management
- 2014 - 2016 Regional Vice President, Private Client Group @ Fisher Investments
- 2012 - 2014 Vice President, Senior Account Executive Private Client Group @ Fidelity Investments
- 2006 - 2012 Account Executive @ Fidelity Investments
- 1997 - 2006 Financial Planner @ Block Advisors
Craig Wezenski Education
- University of New Haven
MBA (Finance)
2003 - 2004 - Bryant University
BS in Business Administration (Finance)
1993 - 1997
Craig Wezenski Skills
- Investments
- Financial Planning
- Finance
- Leadership
- Portfolio Management
- Financial Services
- Asset Management
- Wealth Management
- Project Management
- Water
Craig Wezenski Summary
Craig Wezenski, based in New York, NY, US, is currently a Director of Business Development at Exencial Wealth Advisors. Craig Wezenski brings experience from previous roles at Exencial Wealth Advisors and Willingdon Wealth Management. Craig Wezenski holds a 2003 - 2004 MBA in Finance @ University of New Haven. With a robust skill set that includes Investments, Financial Planning, Finance, Leadership, Portfolio Management and more. Craig Wezenski has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Exencial Wealth Advisors Employees
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22
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Philip Ross
Partner at Exencial Wealth Advisors
Oklahoma City, OK, US22 -
Jeff Baty
Financial Advisor - Director of Wealth Management at Exencial Wealth Advisors
Oklahoma City, OK, US23 -
35+
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Cameron Edson
Assistant Tax Manager at Exencial Wealth Advisors
Rowlett, TX, US12
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