As vice president in the fixed income whole loan desk, Craig’s responsibilities include trading and analyzing whole loan portfolios, credit cards and merchant processing portfolios. His product focus includes residential mortgages, consumer financing and commercial mortgages. When it comes to the payment processing space, his primary responsibilities include consulting and advising financial institutions in all aspects of payments and credit card issuing businesses. Craig also has extensive experience in portfolio and enterprise sales, exit strategies and valuation of partnership solutions and has represented more than 100 financial institutions, ranging in asset size from $500 million to $15 billion, on the sale and ongoing partnership of their merchant processing and credit card issuing operation.
In 2002, Craig joined Morgan Keegan, acquired by Raymond James in 2012. He previously worked as an asset and liability analyst for Morgan Keegan’s Fixed Income Research division and primarily focused on providing interest rate risk management for financial institutions. Craig was also responsible for providing balance sheet strategies, swaps and leverages for financial institutions from a balance sheet approach to mitigate risk.
Craig earned his Bachelor of Science in information technology management and finance from Christian Brothers University in Memphis, Tennessee. He also holds his Series 7 and 63 securities licenses.