Dylan Craig
Investment solutions representative at Fidelity Investments
- Role
- Investment Solutions Representative at Fidelity Investments
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Dylan Craig
I work with clients to ascertain investment strategies and long term retirement plans. I create personalized strategies for my clients and continue to develop ongoing relationships to help them achieve their financial goals and aspirations through our multiple investment platforms and product solutions—I work with Fidelity’s workplace planning and advice team where I effectively connect with our clients who have workplace retirement accounts and ascertain retirement goals and strategies. I’m part of a team that provides guidance and solutions to various financial concerns. Currently holding-FINRA Series 7 -NASAA Series 66Swan Energy Venture Capital for Oil & Gas Private Debt for Commercial Real Estate Venture Capital Equity Capital Raising Joint Ventures Oil & Gas Commercial Real Estate Private Source Debt Contract Negotiations Sales / Marketing Market Analysis & Project Viability Capital Solutions Experienced in closing equity capital and private debt in new and existing markets, able to locate investors and move deals forward. Consistently developed business growth and turnaround in contracting markets.Stone Bridge Capital, LLC.~ Entrepreneurial Capital Solutions SBC excels when finding the solutions for the most challenging situations that conventional lenders and banks are unable to fund. SBC will work with a wide array of clients; from private oil and gas producers, the first-time real estate developer with limited resources to the experienced real estate investor who needs liquidity fast. We have the understanding and experience that will assist you with the most complex, or time sensitive transaction.
Experience
Investment Solutions Representative
Jan 2019 — Present · Denver, CO, US
I work with clients to ascertain investment strategies and long term retirement plans. I create personalized strategies for my clients and continue to develop ongoing relationships to help them achieve their financial goals and aspirations through our multiple investment platforms and product solutions
Education
Johnson & Wales University
Hospitality and Hotel Management
2008 — 2009
University of Colorado Denver
Psychology & Economics
2008 — 2013
Skills
- Marketing
- Banking
- Business
- Risk Management
- Sales Presentations
- Negotiation
- Financial Reporting
- Customer Service
- Mortgage Banking
- Small Business Lending
- Entrepreneurship
- Insurance
- Business Strategy
- Investments
- Underwriting
- Management
- Team Building
- Strategy
- Financial Services
- Real Estate
- Budgets
- Finance
- Refinance
- Project Management
- Investment Properties
- Business Development
- Consulting
- Commercial Lending
- Loan Origination
- Small Business
- Real Estate Financing
- Leadership
- Training
- Asset Managment
- Analysis
- Private Equity
- Fha
- Due Diligence
- Financial Analysis
- Portfolio Management
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