Jeff Cram Email & Phone Number
Director, Financial Planning |CFS| @ Edelman Financial Engines
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Jeff Cram Location
- Kansas City, MO, US
Jeff Cram Work
- Director, Financial Planning |CFS| @ (October 2011 - Present)
- Director, Financial Planning |CFS| @ (October 2011 - Present)
- National Account Executive @ (May 2009 - September 2011)
- Assistant Vice President, Senior Financial Advisor @ (June 2001 - May 2009)
- Senior National Account Manager @ Lucent Technologies (May 2000 - May 2001)
- Major Account Executive @ PVI (April 1999 - April 2000)
- Account Manager @ (July 1997 - April 1999)
- Special Markets Account Manager @ (January 1996 - June 1997)
- Gas Turbine Systems Mechanical Engineer @ (July 1987 - July 1991)
Jeff Cram Education
- Kent State University
Bachelor of Science (Biology)
1991-1995
Jeff Cram Skills
- Executive Sales
- International Revenue Generation
- Bilingual-Spanish
- Sales
- Customer Service
- Leadership
- Strategy
- Series 63
- Business Development
- Mutual Funds
- New Business Development
- Revenue
- Asset Allocation
- Accounting
- Wealth Management
- Recruiting
- Start-ups
- Series 7
- Retirement Planning
- Microsoft Office
- PowerPoint
- Team Building
- Finance
- Microsoft Excel
- Forecasting
- Investment Advisory
- Investments
- Retirement
- Start Ups
- Bilingual Spanish
- Financial Analysis
Jeff Cram Summary
- Jeff Cram, based in Kansas City, MO, US, is currently a Director, Financial Planning |CFS| at Edelman Financial Engines. Jeff Cram brings experience from previous roles at Edelman Financial Engines, Supply Technologies, Merrill Lynch and Lucent Technologies. Jeff Cram holds a 1991 - 1995 Bachelor of Science in Biology @ Kent State University. With a robust skill set that includes Executive Sales, International Revenue Generation, Bilingual-Spanish, Sales, Customer Service and more. Jeff Cram has 5 emails and 1 mobile phone numbers on RocketReach.
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