Throughout his long career, Craig has focused on serving a single client: the financial advisor.
For more than two decades, Craig helped Capital Group/American Funds best support and educate their network. As SVP, Senior Manager of Equity Marketing, he and his team guided marketing efforts for the brands’ equity-oriented mutual funds. At the same time, Craig tapped his access to Capital Group’s Investment Group to glean the deepest-possible investment and economic insights, which he then used to better equip his sales team and fortify relationships with financial advisors.
In fact, Craig’s entire career has been marked by his drive to share his expertise and the latest industry intel. In his role as the national speaker for American Funds, he regularly presented to advisors and consultants, helping them best position the brand’s funds in their respective platforms and portfolios. It was not uncommon for Craig to be designated the keynote speaker at national events.
Over the course of his career, Craig also trained and developed more than 100 American Funds sales force associates and helped American Funds generate more than $12 billion in new assets in the Pacific Northwest. He also served as the SVP, Manager of Wealth Management Consulting for Allianz, helping their retail team deliver value to financial advisors.
Ultimately, while Craig has worn many prestigious hats throughout his robust career, he has always come back to a desire to educate and equip financial advisors. Here are FP Transitions, his role as CXO allows him to focus all of his energy and talent on delivering the optimal experience to every one of FTP’s clients. Craig closely monitors their engagement with FPT and works tirelessly to increase their satisfaction and exceed their expectations.
Never one to turn down an opportunity to educate and empower advisors, Craig still accepts speaking engagements and serves as an FPT brand ambassador wherever he goes.