Craig White, Pmp Email and Phone Number
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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.
Rosemont Financial Group
View- Website:
- rosemontfg.com
- Employees:
- 11
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AnalystRosemont Financial Group Apr 2016 - PresentAlbany, New York Area
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Manager Of Operations, Process ImprovementMarket Track Jun 2015 - PresentSaratoga Springs, NyAs 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 InitiativesMarket Track Jun 2014 - Jun 2015Saratoga Springs, NyIn 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.
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Manager, Coverage & Collections, Special ProjectsMarket Track Jan 2014 - Jun 2014Saratoga Springs, NyAs 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.
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Team SupervisorMarket Track Feb 2013 - Jan 2014Saratoga Springs, NyAs the Team Supervisor, I oversee the day to day operations of the Coverage & Collections department.
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Operations ManagerBeebe& Gabriels Financial Jun 2010 - Feb 2013Clifton Park, Ny● 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
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Financial AdvisorAxa Advisors Jan 2007 - Jun 2010Albany, Ny● 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 -
AssociateStephen White General Contracting Jan 2006 - Dec 2006▪ 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
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ConsultantXerox Jun 2005 - Jan 2006▪ 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
Craig White, Pmp Skills
Craig White, Pmp Education Details
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Information Systems & Business Processes -
Psychology
Frequently Asked Questions about Craig White, Pmp
What company does Craig White, Pmp work for?
Craig White, Pmp works for Rosemont Financial Group
What is Craig White, Pmp's role at the current company?
Craig White, Pmp's current role is Analyst at Rosemont Financial Group.
What is Craig White, Pmp's email address?
Craig White, Pmp's email address is cr****@****tfg.com
What is Craig White, Pmp's direct phone number?
Craig White, Pmp's direct phone number is +131524*****
What schools did Craig White, Pmp attend?
Craig White, Pmp attended Clarkson University, Clarkson University.
What are some of Craig White, Pmp's interests?
Craig White, Pmp has interest in Psychology, Alpine Skiing, Research, Soccer, Alternative Energy, Finance.
What skills is Craig White, Pmp known for?
Craig White, Pmp has skills like Process Improvement, Management, Microsoft Excel, Business Analysis, Research, Training, Microsoft Office, Finance, Budgets, Business Process Improvement, Customer Service, Leadership.
Who are Craig White, Pmp's colleagues?
Craig White, Pmp's colleagues are Cody Wojdyla, Cfp®, Christopher M. Noonan Aif.
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Craig White, MSIT PMP CSSGB
Raleigh, Nc -
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