Client Service Associate
Craig is proud to be part of the Private Client Group Planning team. Craig is an accomplished and driven professional with a background in financial analysis, education, marketing and project management and takes great pride in providing great customer service to clients from all backgrounds.
His goal with PCG Planning is to help the team build strong relationships with customers and to learn about their financial needs through proactive outreach, appointment setting and participating in interactions with a great team of Financial Advisors. Craig’s 10 plus years of experience in the financial service sector has educated him with a familiarity in a variety of products and services that can help fulfill customer needs, resolve issues, concerns and complaints.
Craig has a master’s degree in Public Administration from New York University’s Robert Wagner School of Public Service and holds the FINRA Series 63, Series 65, and Series 7 registrations, as well as the Florida 215-Life, Health, and Variable Annuity license.
When not working with the PCG team, Craig likes to spend time with his 4 children, play basketball and watch movies.
Craig Rumsky is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and provides administrative support services only