Craig McKinlay
Director - Wealth & Asset Management Solutions
- Role
- Director - Wealth & Asset Management Solutions at Charles Schwab
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Craig McKinlay
A client centric sales leader with expertise growing resilient revenue streams and building lastingpartnerships. Excels helping clients solve complex challenges through innovative solutions, thoughtfullydelivered, with durable results. Passionate about Schwab\'s mission and philosophy of seeing the worldthrough our clients\' eyes.
Experience
Director - Wealth & Asset Management Solutions
Oct 2025 — Present · San Francisco, CA, US
Education
Santa Clara University
Leavey School of Business - BCom, International Business
Skills
- Strategy
- Investments
- Portfolio Management
- Inside Sales
- Key Account Management
- Equities
- Asset Management
- Series 7
- Enterprise Software
- Sales Management
- Marketing Strategy
- Fixed Income
- Financial Services
- Series 63
- Finance
- Direct Sales
- Software Sales
- Sales Operations
- Customer Retention
- Asset Allocation
- Mutual Funds
- Negotiation
- Software Industry
- Channel Partners
- Leadership
- Sales
- New Business Development
- Sales Presentations
- Sales Strategy
- Lead Generation
- Executive Management
- Account Management
- Strategic Planning
- Business Development
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