Craig A. Price
**** ********* *****, *** **** Richey, FL 34655
Cell: 727-***-**** ad2oji@r.postjobfree.com
Professional Experience
Financial Advisor, Raymond James, St. Petersburg, FL July 2007-January 2017
• Managed financial consulting offices in New Port Richey and Hudson, FL
• Built personalized investment portfolios in excess of $50 million in assets
• Supervised 2 seasoned financial advisors and 3 branch office administrators Investment Representative, Edward Jones, New Port Richey, FL October 2001-July 2007
• Launched and managed full service investment office with assets of $50 million
• Supervised 2 branch office administrators and trained new brokers
• Conducted community educational seminars
Financial Consultant, Cornerstone Investments, New Port Richey, FL August 1996-October 2001
• Developed retirement investment portfolio of $15 million Senior Commercial Property Manager, Westwood Financial, Los Angeles, CA August 1991-October 1995
• Managed and leased commercial shopping centers on West Coast and Florida
• Increased occupancy rate by 20% and reduced aged accounts by 35% Commercial Property Manager, Sterik Company, Newton, MA December 1986-July 1991
• Handled commercial property portfolio on East Coast valued at $118 million
• Promoted to Los Angeles upscale portfolio manager Education and Professional Certifications
• BBA Marketing, University of Miami, December 1986
• Member National Association of Securities Dealers (NASD/FINRA) Licenses (Series 7, 24, 65, 66 and Florida Life, Health, and Annuity Insurance License)
• Accredited Asset Management Specialist (AAMS)