Craig A. Porter, Fic
About Craig A. Porter, Fic
Craig A. Porter is a Financial Representative at Modern Woodmen of America, where he has worked since 2010. He has extensive experience in the financial sector, having held various positions at Fidelity Bank and Emprise Bank prior to his current role.
Work at Modern Woodmen of America
Craig A. Porter has served as a Financial Representative at Modern Woodmen of America since 2010. In this role, he provides individual consultations to clients, focusing on developing and implementing tailored financial plans. He assists clients in defining their financial goals and objectives through personalized strategies. His work involves utilizing various financial tools to ensure both growth and protection for clients' financial plans. Additionally, he engages in regular reviews and adjustments of clients' financial plans to adapt to their changing needs and goals.
Previous Experience in Banking
Before joining Modern Woodmen of America, Craig A. Porter held several positions in the banking sector. He worked at Fidelity Bank / Oklahoma Fidelity Bank as an AVP Senior Financial Analyst from 1996 to 2008, where he gained extensive experience in financial analysis. Prior to that, he was employed at Emprise Bank as a VP Bank Operations Manager for 11 months in 2008-2009. His career in banking began at Emprise Bank, where he worked as a Personal Banking Representative from 1989 to 1996, accumulating seven years of experience in personal banking.
Education and Expertise
Craig A. Porter studied at Truman State University, where he earned a Bachelor of Science degree in Business Administration with a focus on Finance from 1983 to 1985. His educational background provides a solid foundation for his career in finance and banking. His expertise is reflected in his ability to create tailored financial plans and strategies for clients, ensuring their financial goals are met.