Craig Mazzini is a highly qualified expert, working in Unified Trust Company, N.a main office of which is in 260. on the position of Institutional Retirement Consultant since 2019. Craig Mazzini has earned professional experience in more than nine positions at various companies. Craig Mazzini went to the Hanover High School and received education. Parker, Colorado is the city, where the professional was lastly known to settle. Craig's email address and phone are easily accessed through this website on demand.
Name variants:
Craig Mazzini
Last updated Jul 05, 2024
Contact Information
Last Update
Jul 4, 2022
Email
cj**@yahoo.com
Location
Parker, CO
Company
Unified Trust Company, N.a.
Workplace
Institutional Retirement Consultant
Work History
Institutional Retirement Consultant
2353 Alexandria Dr SUITE 100, Lexington, KY 40504
from Oct 2019
Svp, National Sales Manager
545 Metro Pl south SUITE 240, Dublin, OH 43017
Jan 2018 — Aug 2019
National Sales Manager
101 east Grand Ave SUITE 16, Port Washington, WI 53074
I have the pleasure of working with a team of passionate internal and external wholesalers who deliver exceptional results to their clients and prospects across our 14 national territories.
Apr 2014 — Jan 2018
Retirement Plans Regional Sales Manager
Omaha, NE
External wholesaler. Covering wirehouse, independent, RIA, TPA, and agency channels.
Mar 2010 — Jan 2014
Vp, Western Region Sales
External fund wholesaler covering wirehouse, independent, RIA, TPA, and platform channels.
Dec 2007 — Nov 2009
Vp, Western Region Sales
420 Montgomery St, San Francisco, CA 94129
External wholesaler covering wirehouse, independent, RIA, and bank channels.
2006 — 2007
Vp, Tpa Sales
Western US sales manager focused on Third Party Administrators and Bank Trust trading and custody opportunities.
2004 — 2006
Vice President
Led sales efforts in the Bank Trust Channel and other strategic block business opportunities.
2002 — 2004
Education
Occupations
Executive
Director
Counselor
Accountant
Finance and Accounting Specialist
Sales Manager
Sales Director
Operations Manager
Advisor
Accounting Bookkeeper
Bookkeeper
Skills
Retirement
Mutual Funds
401K
Retirement Planning
Financial Services
Investments
Sales
Pensions
Insurance
Series 63
Portfolio Management
Fixed Annuities
Life Insurance
Retirement Plan Consulting
Employee Benefits
Series 6
Customer Service
Securities
Strategy
Relationship Management
Erisa
Defined Benefit
401 Retirement Savings Plans
Customer Relationship Management
New Business Development
Selling
Qualified Retirement Plans
401K Sales
External Wholesaler
Retirement Plans
Retirement Services
Consultative Selling
Customer Relations
Management
Sales Management
Relationship Building
Financial Advisory
Account Management
Business Planning
Sales Operations
Finra
Leadership
Wealth Management
Banking
FAQs about Craig Mazzini
What is the main profession of Craig Mazzini?
Craig Mazzini is a Director, National Accounts.
What jobs is Craig Mazzini proficient at at?
The expert is proficient at such jobs as Executive and Director.
Where is Craig Mazzini located?
Craig Mazzini is currently located in Parker, Colorado.
Does the expert have the email address?
cj**@yahoo.com is The expert's email address.
Where did Craig Mazzini work?
This person worked at Unified Trust Company, N.a., United Retirement Plan Consultants.
What education does Craig Mazzini have?
Craig studied at the Hanover High School.
What is professional industry that Craig Mazzini worked in?
Craig works in Financial Services industry.
Are there any professional skills Craig Mazzini has?
Craig Mazzini has the following skills: Retirement, Mutual Funds, 401K, Retirement Planning, Financial Services, Investments, Sales, Pensions, Insurance, Series 63, Portfolio Management, and Fixed Annuities.