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CG

Craig Gholston

Chargeback Analyst at Liquidation Channel
Intro Book
Seasoned finance professional with over 20 years of experience in fraud prevention, financial transactions, and mutual fund distribution.
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Location
Austin, Texas, United States, US
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Bio

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Craig Gholston is a seasoned finance professional with extensive experience in fraud prevention, financial transactions, and mutual fund distribution. He has held various roles, including Chargeback Analyst, 401k Specialist, and Wholesaler Associate, and has a strong educational background in Finance and Marketing from The University of Texas at Dallas. With over 20 years of experience in the industry, Craig has developed a strong skill set in areas such as financial transactions, account management, and mutual fund distribution. He is well-versed in regulatory requirements and has a proven track record of success in his previous roles. Craig is a registered NASD Representative, Series 7 and 63, and holds a Texas Group I license for life and health insurance. He is also a Chartered Mutual Fund Counselor (ChMFC).

Experience

  • Liquidation Channel
    • Austin, Texas
    • Chargeback Analyst
      • Jun 2012 - Present
      • Austin, Texas

      Fraud prevention and Chargebacks

  • Charles Schwab
    • Austin, Texas Area
    • 401k Specialist
      • Apr 2007 - Nov 2011
      • Austin, Texas Area

      financial transactions, account management, IRA referrals

  • Apple
    • Austin, Texas Area
    • AppleCare Representative
      • 2003 - 2004
      • Austin, Texas Area

      Inbound tech support for both hardware and software.

  • Gen-X Invest!
    • Dallas, Texas
    • owner
      • Aug 1995 - Dec 1999
      • Dallas, Texas

      Sole proprietor of a financial services firm dedicated to educating young investors, ages 18 to 35. Developed the marketing and advertisement strategies. Managed over 100 investor accounts. Specialized in mutual funds.NASD Registered Representative Series 7 and 63. Texas Group I license for life and health insurance.Designated as a Chartered Mutual Fund Counselor (ChMFC).

  • Franklin Templeton Investments
    • San Mateo, CA
    • Wholesaler Associate
      • Aug 1988 - Aug 1995
      • San Mateo, CA

      inside sales B2B, mutual fund distribution to financial professionals.

Education

  • 1986 - 1988
    The University of Texas at Dallas
    Bachelors of Science in Business Administration, Finance and Marketing

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking.”

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