Crystal Calvo Email & Phone Number
Director of 401k Administration Services @ Guidant Financial
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Crystal Calvo Location
- Houston, TX, US
Crystal Calvo Work
- Director of 401k Administration Services @ (July 2023 - Present)
- Senior Client Operations Manager @ (November 2022 - June 2023)
- Client Operations Manager @ (January 2020 - October 2022)
- Plan Administration Manager @ (January 2016 - December 2019)
- Operations Supervisor @ (July 2014 - December 2015)
- Operations Lead @ (October 2011 - June 2014)
- Client Contact Lead @ (April 2010 - October 2011)
- Customer Service Representative @ (August 2009 - March 2010)
- Legal Support Specialist I @ Washington Mutual, a Dvision of JP Morgan Chase Bank, N.A. (March 2006 - June 2009)
- Processing Rep, Sr @ (June 2004 - March 2006)
- Loan Servicing Specialist I @ (May 2003 - June 2004)
Crystal Calvo Education
- NACVA
Business Valuation (Business Valuation)
2012-2013 - University of Washington
BS (Oceanography)
1997-2000 - University of Hawai‘i System
Marine Sciences (Marine Sciences)
1995-1996
Crystal Calvo Skills
- Project Management
- Delegation
- Operations Process Improvement
- Process Improvement
- Team Building
- Salesforce.com
- Strategic Planning
- Customer Service
- Microsoft Excel
- Finance
- Vendor Management
- Microsoft Word
- Team Leadership
- Supervisory Skills
- Staff Supervision
- 401k
- 401k Rollovers
- New Product Roll Out
- Qualified Retirement Plans
- Business Valuation
- Benefit Plan Administration
- Data Analysis
- Training
- Management
- Consistency
- Sales Management
- Start-ups
- Conflict Resolution
- Leadership
- Retirement
- Financial Services
- Coaching
- Interviews
- Strategy
- Small Business
- CRM
- Microsoft Office
- Relius
- Banking
- Start Ups
- Netdocuments
Crystal Calvo Summary
- Crystal Calvo, based in Houston, TX, US, is currently a Director of 401k Administration Services at Guidant Financial. Crystal Calvo brings experience from previous roles at Guidant Financial. Crystal Calvo holds a 2012 - 2013 Business Valuation in Business Valuation @ NACVA. With a robust skill set that includes Project Management, Delegation, Operations Process Improvement, Process Improvement, Team Building and more. Crystal Calvo has 2 emails and 2 mobile phone numbers on RocketReach.
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