Craig Mcqueen, Cima® Email & Phone Number

Denver, Colorado, United States

Denver, Colorado, United States

• Work closely with four regional directors to drive sales within their territories by running hypotheticals, illustrations and detailed analysis of current and proposed investment solutions.
• Responsible for growth and management of the Western Territory by working with both RIA and Independent B/D channels.
• Assist in the development and successful launch of new mutual funds, SMAs and marketing campaigns.
• Present to research analysts and asset allocation committees by illustrating key differentiators of the firm's funds, how they would interface with current allocation models and then driving the addition of the firm's.
• Build new, and maintain current relationships with back office directors to maintain selling agreements and gather advisor contact and investment allocation information to share with regional directors to help drive.

Greater Denver Area

• Affected outbound phone calls and administered virtual conferences with advisors and their clients to promote Dividend Capital’s investment products.
• Traveled occasionally within assigned territory to meet directly with advisors to present products to both advisors and their clients.
• Worked closely with external wholesaler to coordinate sales strategies, meetings with financial advisors, provide operational assistance and follow up on sales calls.
• Collaborated with departments within Dividend Capital to launch new products, service existing products, create new marketing materials, generate new sales ideas and provide operational assistance as needed.
• Represented Dividend Capital at national broker/dealer conferences
• Hosted advisors during due diligence meetings at the home office in Denver.

Greater Denver Area

• Cultivated personal client base via networking events, conducting seminars, participating in professional associations and by acquiring referrals from current clients.
• Met with clients and clients’ tax and legal advisors to discover clients’ present income, investments, insurance coverage, expenses, risk tolerance, tax status, financial objectives and short and long term goals.
• Analyzed clients’ financial and legal documents, investment performance reports and income projections to create and present comprehensive, tailored analysis and solutions utilizing a mix of mutual funds, annuities and.
• Maintained quarterly contact with clients to review the performance of their accounts and propose any modifications to clients’ financial strategy based upon life changes, market adjustments or changes to clients’.
• Continually researched and monitored market trends, changes in financial products and in regulatory rules to better manage clients’ investments.MassMutual Financial Group is a mutual company putting its members and.

Greater Denver Area

• Generated sales leads via cold calling, attending networking events, creating relationships with referral partners, making phone calls and constructing e-mails.
• Managed sales appointment set-up, appointment execution and appointment follow-up.
• Developed strong time management and interpersonal communication skills. Cbeyond Communications supports a suite of IT and communication services for small to medium size companies by providing voice, wireless, network.

Degree: Bsba, Marketing

Business