Craig Buchanan

Craig Buchanan is the Senior Associate of Business Development at CapShift. Craig has over three years of experience in sales, marketing research, and client relations.

Craig Buchanan started their career at the National University of Singapore Business School, where they were a Direct Exchange from July 2016 to November 2016. Craig then worked as a Retirement Plan Services Internal Sales and Research Consultant at USI Consulting Group from July 2018 to July 2019. In this role, they provided sales and marketing research to the Investment Consultants and Account Managers, while also aiding the Business Development Team with client prospecting and onboarding. Craig also authored several white papers given to the sales team nationwide to use as prospecting, cross-selling, and ongoing sales tools.

Craig Buchanan has been with CapShift since August 2019 and has been integral in growing the business. In their current role as Senior Associate of Business Development, they are responsible for leading and executing the business development strategy for CapShift. This includes identifying new business opportunities, developing relationships with potential clients, and leading proposals and presentations.

Craig Buchanan has a Bachelor of Business Administration (B.B.A.) from the University of Washington in Finance and Information Systems. Craig is also certified by FINRA in Series 63 - Uniform Securities Agent State Law Examination, Series 6 - Investment Company Products/Variable Contracts Representative, Securities Industries Essentials Exam (SIE), and Series 65 Investment Adviser.