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
- 2011 -now Director, Financial Planning |CFS| @
- 2011 -now Director, Financial Planning |CFS| @
- 2009 -2011 National Account Executive @
- 2001 -2009 Assistant Vice President, Senior Financial Advisor @
- 2000 -2001 Senior National Account Manager @ Lucent Technologies
- 1999 -2000 Major Account Executive @ PVI
- 1997 -1999 Account Manager @
- 1996 -1997 Special Markets Account Manager @
- 1987 -1991 Gas Turbine Systems Mechanical Engineer @
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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Jeff Cram
Director, Financial Planning |CFS|
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