Craig Jensen work email
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Private Wealth AdvisorAn accomplished career in financial services has led to track record of success in building strategic financial plans, creating customized investment solutions, developing lasting relationships and reducing overall financial related stress.You can reach me via email at cjensen7@comcast.EXECUTIVE QUALIFICATIONS ■ Accomplished executive providing strategic leadership to reduce risk, improve operations, cultivate client relationships, and drive organizational excellence.■ Extensive experience in asset management, equity trading, operational management, portfolio management, team leadership and public speaking. CORE LEADERSHIP COMPETENCIES:Operational ManagementComplianceEquity TradingPortfolio ManagementAsset ManagementProject Management Staff Leadership & DevelopmentClient RelationsContract NegotiationsTechnology IntegrationPolicy & Process DevelopmentBudgeting / P&LMarket & Financial AnalysisRecruiting / Training & DevelopmentRestructuringStart Ups & TurnaroundsChange ManagementRegulatory ComplianceStrategic Planning
Roundrock Advisors - Crystal Capital Advisors
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Private Wealth AdvisorRoundrock Advisors - Crystal Capital Advisors Jan 2020 - PresentWilton, Ct
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Director Of Portfilio OperationsAltium Wealth Mar 2017 - Jan 2020Purchase Ny -
Managing DirectorArmstrong Shaw Associates, Inc. Nov 1999 - Mar 2017New Canaan, CtHighly successful tenure with Investment Management firm. Promoted through a series of increasingly responsible leadership positions based on strong performance. Currently responsible for establishing new business, cultivating client relationships, directing daily trading/operations, leading team to manage client portfolios, collaborating with CIO, CCO and other leaders to ensure compliance, implementation of strategies and facilitate organizational goals. Serve as subject matter expert and executive advisor.SELECTED ACCOMPLISHMENTS INCLUDE(D): Hiring, developing, mentoring and leading front,middle and back office employees. Develop and execute compliance/tax strategies, cultivate client and vendor relationships, develop and implement performance procedures, increase efficiency through policies, programs, and strategies resulting in reduced expenses and driving revenue. Increased AUM, managed and traded $9+B of institutional & HNW assets, reduced client trade discrepancies to nearly 0, implemented new technology platform, which improved trading execution time/cost,reduced market risk and allowed for future growth. -
Associate, Assistant Portfolio ManagerArk Asset Management, Inc Dec 1998 - Nov 1999New York, NyPromoted rapidly from associate to assistant portfolio manager based on strong performance. Managed cash, reconciled accounts, executed trades, performed monthly reconciliations, conducted client presentations, and successfully managed all areas of trade support for $25B (AUM) multi-strategy asset management firm.
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Frequently Asked Questions about Craig Jensen
What company does Craig Jensen work for?
Craig Jensen works for Roundrock Advisors - Crystal Capital Advisors
What is Craig Jensen's role at the current company?
Craig Jensen's current role is Private Wealth Advisor.
What is Craig Jensen's email address?
Craig Jensen's email address is cj****@****haw.com
What is Craig Jensen's direct phone number?
Craig Jensen's direct phone number is +120397*****
What schools did Craig Jensen attend?
Craig Jensen attended Western Connecticut State University.
What skills is Craig Jensen known for?
Craig Jensen has skills like Equity Trading, Asset Management, Trading Systems, Financial Risk, Investment Strategies, Hedge Funds, Crm, Risk Management, Options, Order Management, Technology Integration, Asset Managment.
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