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Craig White, Pmp Email & Phone Number
President
at
Rosemont Financial Group
1 work email found
@rosemontfg.com
3 phones found area 315
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
President
Location
Albany, New York, United States
Company size
Who is Craig White, Pmp? Overview
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Quick answer
Craig White, Pmp is listed as President at Rosemont Financial Group, a with 11 employees, based in Albany, New York, United States. AeroLeads shows a work email signal at rosemontfg.com, phone signal with area code 315, and a matched LinkedIn profile for Craig White, Pmp.
Craig White, Pmp previously worked as Analyst at Rosemont Financial Group and Manager of Operations, Process Improvement at Market Track. Craig White, Pmp holds Ba/Bs, Information Systems & Business Processes from Clarkson University.
Company email context
Email format at Rosemont Financial Group
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{first}@rosemontfg.com
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AeroLeads found 1 current-domain work email signal for Craig White, Pmp. Compare company email patterns before reaching out.
Profile bio
About Craig White, Pmp
I am presently an analyst at Rosemont Financial Group in Albany, NY. As the analyst I manage the firm's portfolios, trading, and financial plans.Prior to joining Rosemont, I was the process improvement manager at Market Track, a market research firm. In this role I managed projects within our operations department which focus both on internal process improvement as well as outside facing client experience improvement ideas.Prior to joining Market Track, I spent over 7 years in the financial services industry. During that time I was able to gain experience in all facets of financial planning, asset management, and business operation. My last role was the operations manager at a financial planning firm in the Albany, NY area. As the operations manager I executed all of the firm's trades, developed all financial plans, and provided exceptional service to high net worth clients.
Listed skills include Process Improvement, Management, Microsoft Excel, Business Analysis, and 20 others.
Current workplace
Craig White, Pmp's current company
Company context helps verify the profile and gives searchers a useful next step.
Rosemont Financial Group
10 roles
Craig White, Pmp work experience
A career timeline built from the work history available for this profile.
Analyst
Manager Of Operations, Process Improvement
As a process improvement manager I work with department directors, managers and supervisors to identify processes which can be improved, redesigned, or automated. Once we identify where we can make improvements I design a solution and execute on the project.
Manager Of Operations, Strategic Initiatives
In this role, I managed strategic projects within our Operations Department. The projects which I was involved in were both internal process improvement ideas as well as initiatives to offer a better product to our customers. As the project manager, I managed the projects from the planning to closing stages. I was also part of an initiative to establish consistent Project Management principles within our company.
Jun 2014 - Jun 2015
Manager, Coverage & Collections, Special Projects
As the manager of the Coverage & Collections Department on a new project, I was responsible for all aspects of the department including budgeting, staffing, training, and overall strategy.
Jan 2014 - Jun 2014
Team Supervisor
As the Team Supervisor, I oversee the day to day operations of the Coverage & Collections department.
Feb 2013 - Jan 2014
Operations Manager
Beebe& Gabriels Financial
● Assist in the management of $30 Million in fee based and mutual fund accounts● Execute and follow up on all trades● Provide customer service to high net worth clients, including updates on performance and changes to the portfolios● Develop in depth financial plans using E-Money software suite● Collect data from clients to establish new accounts● Perform account reviews using personally designed account review system
Jun 2010 - Feb 2013
Financial Advisor
● Utilized a wide range of financial products (Mutual Funds, Fee-Based Brokerage, Annuities, Life Insurance, and Long Term Care) to help clients achieve their financial goals● Conducted various marketing campaigns to generate new business● Discussed financial goals and needs with prospective clients● Achieved production goals established by AXA Equitable
Jan 2007 - Jun 2010
Associate
Stephen White General Contracting
▪ Managed material requirements and aided in the development of job proposals▪ Met with clients to assess needs / desires▪ Maintained and managed company network and computing needs▪ Assisted in the construction of $1,000,000. custom residential homes, reinforcing commitment to quality work
Jan 2006 - Dec 2006
Consultant
▪ Worked closely with project managers to develop and optimize project workflow and processes ▪ Reduced company costs by identifying network security violations and improperly used equipment▪ Assisted in the development and maintenance of database used to track company assets▪ Contacted employees informing them of security update on company owned personal computers
Jun 2005 - Jan 2006
2 education records
Craig White, Pmp education
Ba/Bs, Information Systems & Business Processes
Ba/Bs, Psychology
FAQ
Frequently asked questions about Craig White, Pmp
Quick answers generated from the profile data available on this page.
What company does Craig White, Pmp work for?
Craig White, Pmp works for Rosemont Financial Group.
What is Craig White, Pmp's role at Rosemont Financial Group?
Craig White, Pmp is listed as President at Rosemont Financial Group.
What is Craig White, Pmp's email address?
AeroLeads has found 1 work email signal at @rosemontfg.com for Craig White, Pmp at Rosemont Financial Group.
What is Craig White, Pmp's phone number?
AeroLeads has found 3 phone signal(s) with area code 315 for Craig White, Pmp at Rosemont Financial Group.
Where is Craig White, Pmp based?
Craig White, Pmp is based in Albany, New York, United States while working with Rosemont Financial Group.
What companies has Craig White, Pmp worked for?
Craig White, Pmp has worked for Rosemont Financial Group, Market Track, Beebe& Gabriels Financial, Axa Advisors, and Stephen White General Contracting.
Who are Craig White, Pmp's colleagues at Rosemont Financial Group?
Craig White, Pmp's colleagues at Rosemont Financial Group include Christopher M. Noonan Aif and Cody Wojdyla, Cfp®.
How can I contact Craig White, Pmp?
You can use AeroLeads to view verified contact signals for Craig White, Pmp at Rosemont Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Craig White, Pmp attend?
Craig White, Pmp holds Ba/Bs, Information Systems & Business Processes from Clarkson University.
What skills is Craig White, Pmp known for?
Craig White, Pmp is listed with skills including Process Improvement, Management, Microsoft Excel, Business Analysis, Research, Training, Microsoft Office, and Finance.
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