Craig joined Guggenheim Investments in 2007 and developed the RFP language and process for the firm’s domestic equity, fixed income, and alternative strategies. He is responsible for Request For Proposals (RFP) and Due Diligence Questionnaires (DDQ) for the firm’s institutional sales effort.
Before Guggenheim Investments, Craig worked for UMB Asset Management where he created and developed the firm’s institutional sales RFP process and language for a variety of products and distribution channels. Prior to UMB, he spent 10 years at American Century Investments as a Registered Representative, Financial Reporting Specialist, and Production Specialist transitioning new clients in the firm’s 401k Retirement Plan Services division.
Craig earned an MBA in Finance and International Business from Rockhurst University, a BS in Business Administration from the University of South Dakota, and a Certificate in Financial Planning from the University of Missouri – Kansas City. He earned the Series 6 and 63 licenses.
Craig has been a member of the Professional Association for Investment Communication Resources (PAICR) since 2004 and is a current member of the Board of Directors.

Name
Email
Subject
Message

Please enter SPAM prevention code