Craig Petrassi is a eficient expert, who works in Tiaa main office of which is in 4. on the position of Senior Portfolio Manager from 2016. This person has earned professional experience in more than six positions at various companies. Craig Petrassi went to the Baruch College and got education there from 1993 to 1996. This expert has such professional qualifications as Series 7, Series 63, and Series 55. New York, New York is the area, where the professional was known to be located. Craig's email address and number are accessed through this website by request.
Name variants:
Craig Petrassi
Contact Information
Last Update
Jul 3, 2022
Email
cp**@reveresecurities.com
Location
New York, NY
Company
Tiaa
Workplace
Senior Portfolio Manager
Work History
Senior Portfolio Manager
730 3Rd Ave, New York, NY 10017
Responsible for structuring and managing customized investment portfolios on behalf of high-net-worth individuals as well as institutional clients.
from Apr 2016
Chief Operations Officer and Managing Director-Sales and Trading
New York, NY
Founding Partner with operational control of 3 office locations. Created and developed trading and back office infrastructure across multiple asset classes. Direct supervision and execution ...
Mar 2009 — Apr 2016
Senior Vice President, Asset Management Group
Managed individual private investment accounts. Specialized in identifying undervalued small cap equities with little or no analyst coverage. Performed company analysis based on fundamental ...
Dec 1997 — Dec 2002
Trading and Operations Manager
Managed a team responsible for routing all trades, trade processing, allocations, trade breaks, settlements and commission reconciliation. Coordinated all trade transactions between sales fo...
Oct 1995 — Nov 1997
Assistant Trader
Traded and managed firm proprietary accounts in various commodity markets using derivative instruments to hedge and offset risk. Calculated position and risk analysis for commodity trading a...
Jun 1994 — Sep 1995
Education
1993 — 1996
1988 — 1992
Occupations
Financial Broker
Portfolio Manager
Accountant
Finance and Accounting Specialist
Executive
Director of Operations
Partner
Professor
School Principal
Sales Specialist
Agent
Investment Analyst
Financial Analyst
Accounting Bookkeeper
Bookkeeper
Operations Manager
Chief Executive
School Administrator
Educational Manager
Sales Representative
Skills
Equity Trading
Capital Markets
Trading
Equities
Securities
Series 7
Hedge Funds
Series 63
Options
Asset Management
Financial Services
Series 24
Corporate Finance
Structured Finance
Real Estate