Jeff Crosten Email & Phone Number
Director, Investment Operations @ AC Wealth Partners
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Jeff Crosten Location
- Wayne, PA, US
Jeff Crosten Work
- 2022 -now Director, Investment Operations @
- 2020 -2022 VP, Investment Operations @
- 2011 -2020 Director, Performance Measurement and Reconciliation @ Brinker Capital
- 2010 -2011 Manager, Business Analysis @
- 2005 -2010 Director, Performance Reporting @ Clearbrook Financial
- 1999 -2005 Director, Performance Measurement @ Brinker Capital
- 1997 -1999 Business Analyst @
- 1994 -1997 Account Manager @
Jeff Crosten Education
- Penn State University
BS (Accounting)
1989-1992
Jeff Crosten Skills
- Performance Measurement
- Financial Services
- Fixed Income
- Equities
- Asset Managment
- Securities
- Financial Analysis
- Asset Allocation
- Mutual Funds
- Bloomberg
- Asset Management
- Alternative Investments
- Investments
- Wealth Management
- Relationship Management
- Business Analysis
- Hedge Funds
- Portfolio Management
- Investment Management
- Capital Markets
- Accounting
- Sales
- Strategic Planning
Jeff Crosten Summary
- Jeff Crosten, based in Wayne, PA, US, is currently a Director, Investment Operations at AC Wealth Partners. Jeff Crosten brings experience from previous roles at Orion, Brinker Capital, Fiserv and Clearbrook Financial. Jeff Crosten holds a 1989 - 1992 BS in Accounting @ Penn State University. With a robust skill set that includes Performance Measurement, Financial Services, Fixed Income, Equities, Asset Managment and more. Jeff Crosten has 3 emails and 2 mobile phone numbers on RocketReach.
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