FacultyFaculty/Author Profile
Craig  Friedman

Craig Friedman

Deloitte & Touche LLP
Senior Manager, Investment Management Advisory Practice
New York, NY, USA


Craig is a senior manager in the Investment Management practice for Deloitte Advisory and a lead member of the Deloitte’s DOL Fiduciary Rule team. Craig has consulted on the impact of the DOL Fiduciary Rule and the design and implementation of compliance programs with wealth managers, broker dealers and asset managers. DOL topics on which he has consulted include evaluation of revenue at risk; development of Rule compliance strategies; workflow design to meet the best interest standard; and recommendations on enhancements to policies, procedures and controls to enforce the Impartial Conduct Standards.

Craig has over 15 years of experience consulting to the financial services industry, with a focus on managing large and transformational regulatory and operational initiatives. Prior to Deloitte, Craig worked in various professional services roles at SS&C Technologies and Advent Software. 

Craig has an MBA from New York University and a BA from the University of California at Berkeley. He is a certified Project Management Professional from the Project Management Institute.

EDUCATION

MBA, New York University

BA, University of California at Berkeley

CERTIFICATIONS

Project Management Professional (PMP)

Craig Friedman is associated with the following items:
Web Segment  Web Segment The DOL Conflicts Rule - Financial Services Conflicts of Interest & Fiduciary Duties 2017: Navigating the Emerging Regulatory Maze, Thursday, April 27, 2017
MP3 Audio  MP3 Audio The DOL Conflicts Rule - The DOL Conflicts Rule , Thursday, April 27, 2017
Transcripts  Transcripts The DOL Conflicts Rule - The DOL Conflicts Rule , Thursday, April 27, 2017
MP4 - Mobile Video Seg  MP4 - Mobile Video Seg The DOL Conflicts Rule - The DOL Conflicts Rule , Thursday, April 27, 2017
On-Demand Web Programs  On-Demand Web Programs Financial Services Conflicts of Interest & Fiduciary Duties 2017: Navigating the Emerging Regulatory Maze, Friday, April 28, 2017, New York, NY
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