SVP, Client Experience
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.
As a national speaker, Craig has made over 10,000 formal presentations, generating 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.
When Craig isn’t serving as an ambassador for FPT, you can find him on the water, where he has sailed everything from a Sabot to a Swan. Though, perhaps to the chagrin of fellow sailors, he did once proudly own a vintage Chris Craft runabout.