Jeffrey Crisp Email & Phone Number
Senior Director, Client Success @ Advisor360°
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Jeffrey Crisp Location
- Boston, MA, US
Jeffrey Crisp Work
- Senior Director, Client Success @ (July 2024 - Present)
- Director of Customer Success @ (March 2022 - July 2024)
- Client Success Manager, Associate Director @ (October 2019 - March 2022)
- Client Success Manager, Principal @ (October 2017 - October 2019)
- Vice President, Client Service Manager @ (March 2016 - October 2017)
- Client Service Manager, Assistant Vice President @ (August 2013 - February 2016)
- Team Leader, Assistant Vice President @ (June 2011 - August 2013)
- Team Leader, Associate @ (March 2010 - June 2011)
- Supervisor, Associate @ (June 2006 - March 2010)
- Senior Fund Accountant @ (September 2005 - June 2006)
- Fund Accountant @ (June 2004 - September 2005)
Jeffrey Crisp Education
- Saint Michael's College 2000-2004
- Universidad de Sevilla 2003-2003
Jeffrey Crisp Skills
- CSM
- Customer Satisfaction
- Business-to-Business (B2B)
- strong analytical skills
- Creative Problem Solving
- Client Relationship Building
- CRM
- Bloomberg
- Middle Office
- Financial Services
- Fund Accounting
- Client Services
- Mutual Funds
- Corporate Actions
- Fixed Income
- Global Custody
- Fund Administration
- Securities
- Trading
- Equities
- Investments
- Derivatives
- Management
- Accounting
- Cayman Trusts
- Cross-border funds
- Japanese Business Culture
- Salesforce.com
- Client Relationship
- Cross Border Funds
- Services
Jeffrey Crisp Summary
- Jeffrey Crisp, based in Boston, MA, US, is currently a Senior Director, Client Success at Advisor360°. Jeffrey Crisp brings experience from previous roles at Advisor360°, Eze Software and Brown Brothers Harriman. Jeffrey Crisp holds a 2000 - 2004 Saint Michael's College. With a robust skill set that includes CSM, Customer Satisfaction, Business-to-Business (B2B), strong analytical skills, Creative Problem Solving and more. Jeffrey Crisp has 2 emails and 2 mobile phone numbers on RocketReach.
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