Dana Craig Email & Phone Number
Senior Relationship Manager, Senior Vice President @ Merrill Lynch
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Dana Craig Location
- Pittsburgh, PA, US
Dana Craig Work
- Senior Relationship Manager, Senior Vice President @ (October 2009 - Present)
Dana Craig Education
- William Penn University
Accredited Certificate Program
2014-2014 - Saint Vincent College
Bachelor's Degree
1972-1976
Dana Craig Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Series 63
- Fixed Annuities
- Fixed Income
- Retirement Planning
- Portfolio Management
- IRAs
- Investments
- Mortgage Lending
- 401k
- Asset Allocation
- Investment Advisory
- Asset Managment
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Asset Management
- Probability
- Wealth
- Long Term Care Insurance
- ETFs
- Retirement
- Series 7
- Securities
- Client Relations Skills
Dana Craig Summary
- Dana Craig, based in Pittsburgh, PA, US, is currently a Senior Relationship Manager, Senior Vice President at Merrill Lynch Wealth Management. Dana Craig holds a 2014 - 2014 Accredited Certificate Program @ William Penn University. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Fixed Annuities and more. Dana Craig has 2 emails and 1 mobile phone numbers on RocketReach.
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