Jonathan Craig Email & Phone Number
Managing Director, Head of Retail Investing @ Charles Schwab
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Jonathan Craig Location
- San Francisco, CA, US
Jonathan Craig Work
- 2018 -now Managing Director, Head of Retail Investing @
- 2017 -2018 Executive Vice President, Client and Marketing Solutions @
- 2012 -2017 Chief Marketing Officer @
- 2010 -2012 Senior Vice President Marketing @
- 2008 -2010 Chief of Staff to Chairman and CEO @
- 2007 -2008 Vice President - Client Acquisition @
- 2006 -2007 Vice President - Segment Management @
- 2003 -2005 Vice President - Marketing and Corporate Sponsorships @
- 2000 -2003 Vice President - Wireless Product Management and Development @
- 1998 -2000 Global Account Manager @
- 1997 -1998 Data and internet sales manager @
- 1995 -1997 Segment Manager @
- 1993 -1994 International Marketing @
Jonathan Craig Education
- University of California, Berkeley, Haas School of Business
MBA (MBA, Finance and Marketing)
1997-2000 - University of Virginia
Executive Education - General Management (Executive Education - General Management)
1999-1999 - McGill University
BA (BA, Political Science and Economics)
1989-1993
Jonathan Craig Skills
- Product Management
- Management
- Financial Services
- Segmentation
- Analytics
- Customer Acquisition
- Product Marketing
- Series 7
- Strategy
- Marketing Strategy
- Strategic Partnerships
- Integrated Marketing
- Competitive Analysis
- Mutual Funds
- Direct Marketing
- Program Management
- Business Development
- Microsoft Excel
- Strategic Planning
- Social Media
- Microsoft Office
- Marketing
- Public Speaking
- Leadership
- Change Management
- Insurance
- Project Management
- Operations Management
- Retirement Planning
- Creative Problem Solving
- Organizational Leadership
- Lean Management
- Risk Management
- Life Insurance
- Problem Solving
- Written and Oral Presentation Skills
- Quantitative Research
- Strategic Financial Planning
- Wealth Management
- Investments
- Fixed Annuities
- Retirement
- Team Leadership
- Customer Service
- Contract Negotiation
- Employee Engagement
- Adaptability
- Asset Allocation
- Team Management
- Project Team Management
- Process Improvement
- Team Building
Jonathan Craig Summary
- Jonathan Craig, based in San Francisco, CA, US, is currently a Managing Director, Head of Retail Investing at Charles Schwab. Jonathan Craig brings experience from previous roles at Charles Schwab. Jonathan Craig holds a 1997 - 2000 MBA in MBA, Finance and Marketing @ University of California, Berkeley, Haas School of Business. With a robust skill set that includes Product Management, Management, Financial Services, Segmentation, Analytics and more. Jonathan Craig has 3 emails and 2 mobile phone numbers on RocketReach.
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