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Eric Crabtree Location
California, United States
Eric Crabtree Work
Board Chair @ (July 2012 - Present)
Chief Client Service Officer @ (April 2004 - Present)
Senior Vice President Business Development and Client Service @ Roxbury Capital Managerment, LLC (March 2000 - April 2004)
Chief Operating Officer @ (February 1995 - December 1999)
Financial Consultant @ (April 1993 - August 1994)
sales representative @ (September 1991 - March 1993)
Eric Crabtree Education
USC Marshall School of Business
MBA
1997-1999
Bucknell University
Bachelor of Arts (B.A.) (English Literature)
1987-1991
San Marino High School 1982-1987
Eric Crabtree Skills
Equities
Asset Managment
Portfolio Management
Investments
Series 7
Hedge Funds
Alternative Investments
Mutual Funds
Business Development
Asset Allocation
Wealth Management
Business Strategy
Securities
Strategic Planning
Risk Management
Valuation
Financial Analysis
Due Diligence
Asset Management
Financial Services
Series 63
Investment Strategies
Finance
Customer Service
SQL
Project Management
Eric Crabtree Summary
Eric Crabtree, based in California, United States, is currently a Chief Client Service Officer at Causeway Capital Management LLC. Eric Crabtree brings experience from previous roles at John Tracy Center, Roxbury Capital Managerment, LLC, Finacorp Securities and Merrill Lynch. Eric Crabtree holds a 1997 - 1999 MBA @ USC Marshall School of Business. With a robust skill set that includes Equities, Asset Managment, Portfolio Management, Investments, Series 7 and more. Eric Crabtree has 2 emails and 1 mobile phone numbers on RocketReach.
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