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Craig Sours

Insurance Agent

928 followers

Denver Metropolitan Area

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Timeline
About me
Sr. Manager -Brokerage Services
Education
- Grand Junction High School
  1986 - 1989
- University of Wyoming College of Business
  1989 - 1994
  Bachelor of Science (BS) Marketing
  Activities and Societies: American Marketing Association
Experience
- Northwestern Mutual Life Insurance
  Jun 1994 - Sept 1995
  Insurance Agent
- PHH Mortgage
  Feb 1995 - Dec 1995
  Loan Processor
- Merrill Lynch
  Dec 1996 - Mar 2000
  Employee Stock Plan Services
- Charles Schwab
  Mar 2000 - May 2001
  Financial Services Professional-Platinum Broker
- OppenheimerFunds
  Aug 2001 - Dec 2004
  Client Services
- Charles Schwab
  Jan 2005 - Jun 2022
  - Sr. Manager-Client Escalation Support
    Oct 2017 - Jun 2022
  - Sr. Manager-Trader Services
    Apr 2014 - Oct 2017
  - Client Service & Support Manager
    Feb 2010 - Apr 2014
  - Client Banking Services Manager
    Sept 2007 - Feb 2010
  - Financial Services Professional
    Jan 2005 - Sept 2007
- Morgan Stanley
  Jun 2022 - Jun 2023
  Assistant Vice President Business Services Officer
- Charles Schwab
  Jun 2023 - now
  Senior Manager
Licenses & Certifications
- High Performance Leadership Program
  University of Denver
  May 2022
  View certificate
- Series 7, 63, 66, 9/10
  Financial Industry Regulatory Authority (FINRA)

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