Craig Feldman

Perpetual Group

Fort Lauderdale, FL, US
MOBILE NUMBERS
+19•••••••50

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WORK HISTORY

Present

@Perpetual Group

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EDUCATION

2000 — 2004

Indiana University - Kelley School of Business

Bachelor of Science, Business; Marketing

2000 — 2004

Indiana University Bloomington

Bachelors, Business

SKILLS

Cold CallingNew Business DevelopmentFinancial AnalysisMutual FundsSeries 63InvestmentsSeparately Managed AccountsEquitiesFinancial ServicesWealth ManagementStrategic Financial PlanningPortfolio ManagementAsset AllocationRelationship ManagementUnit Investment TrustsPersonal Financial PlanningAsset ManagmentRisk ManagementAsset ManagementFinanceSecuritiesInsuranceSeries 7Retirement PlanningTerritory ManagementEtfsFinancial AdvisorySales

ABOUT CRAIG FELDMAN

Series 6,7,63 and 65

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