https://padlet.com/craigcmiel/about Craig Cmiel is the president of BX Partners, a North Carolina-based firm that assists financial advisors as they grow their businesses. With the firm, which he established in 2018, Craig Cmiel is responsible for developing customer relationship management and marketing systems while also providing due diligence and portfolio analysis services, among others. For a decade, Mr. Cmiel was a financial advisor at Merrill Lynch, where he developed and managed a client base with assets of over $200 million. During this time, he was responsible for portfolio construction, financial and insurance planning, and estate planning. In addition, Craig Cmiel was a Chairman's Council Member and Million Dollar Producer with the firm for four years. He holds a bachelor of arts in political science and a leadership and diversity certificate, which he earned in 1986 and 2012, respectively. He is a member of several professional groups, such as the Money Management Institute, and is a former board member of the Frederick B. Abramson Scholarship Fund. en-us 2020-08-01 04:14:08 UTC 2020-10-02 01:25:48 UTC hello@padlet.com craigcmiel https://padlet.com/craigcmiel/about/wish/774463978 Craig Cmiel is a Charlotte, North Carolina financial services executive who guides Boutique Market, LLC, and provides custom investment solutions that meet the needs of money managers, family offices, and advisors. Through the Boutique Exchange site, Craig Cmiel offers a host of research-driven reports on portfolio and market strategy. One recent article focused on utilizing closed-end funds as a way of boosting retirement income.]]> 2020-09-24 03:11:59 UTC https://padlet.com/craigcmiel/about/wish/774463978 craigcmiel https://padlet.com/craigcmiel/about/wish/796745731 Craig Cmiel has functioned in the role of company president at BX Partners in Charlotte, North Carolina, since founding the money management support firm in 2018. His responsibilities in this role range from portfolio analysis to marketing system oversight. Craig Cmiel also spends time engaging with groups such as the Investment Management Institute.]]> 2020-10-02 01:25:33 UTC https://padlet.com/craigcmiel/about/wish/796745731