Craig Feldman
Perpetual Group
Fort Lauderdale, FL, US
EMAILS
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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