You have plenty of "yes" men. What you need is a "know" man.
Responsible for providing the highest level of service to FUSE clients. His role is to work closely with FUSE clients to ensure that they achieve their strategic and tactical objectives. Craig will also be a contributor to the FUSE BenchMark series and other FUSE research.
Craig was Director, Advisor Services for Century Capital Management, LLC, where he headed the distribution of the Century Funds. His responsibilities included sales and client service for financial advisors (RIA/fee-based planners) and platform research teams; key account coverage; creation and update of marketing collateral, fund commentary, shareholder communications, web site content; board presentations; and evaluation of new product opportunities, including the launch of the Century Growth Opportunities Fund.
Prior to Century, Craig was vice president, director of ADVISOR INSIGHT at Financial Research Corporation (FRC), where he was responsible for leading FRC’s advisor-oriented research, which included ADVISOR INSIGHT, a research series that focused on topics such as wholesaler effectiveness, marketing, value-added programs, practice management, and other critical advisory service themes. He also worked directly with clients around advisor-related initiatives. Craig joined FRC as vice president, director of relationship development.
Craig also worked for Funds Distributor, Inc. where he worked as an external wholesaler, internal wholesaler, and phone representative for various asset management clients. He also spent time as an assistant equity trader in San Francisco.
Education & OTHER EXPERIENCE
- Craig has 18 years of experience in the financial services industry. Craig received a Bachelor’s degree from Villanova University.