Jeffrey Crisp Email & Phone Number
Senior Director, Client Success @ Advisor360°
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Jeffrey Crisp Location
- Boston, MA, US
Jeffrey Crisp Work
- 2024 -now Senior Director, Client Success @
- 2022 -2024 Director of Customer Success @
- 2019 -2022 Client Success Manager, Associate Director @
- 2017 -2019 Client Success Manager, Principal @
- 2016 -2017 Vice President, Client Service Manager @
- 2013 -2016 Client Service Manager, Assistant Vice President @
- 2011 -2013 Team Leader, Assistant Vice President @
- 2010 -2011 Team Leader, Associate @
- 2006 -2010 Supervisor, Associate @
- 2005 -2006 Senior Fund Accountant @
- 2004 -2005 Fund Accountant @
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 1 mobile phone numbers on RocketReach.
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