Wealth Management Advisor, Managing Director @ (April 2013 - September 2025)
Jeffrey Crowell Education
Miami University
Bachelor's Degree
1994-1998
Jeffrey Crowell Skills
Leadership
Consultative Sales Professional
Solution Selling
Collaborative Problem Solving
Team Building
BPO
Health/Welfare
Driving Operational Excellence
Building Strong Business Relationships
Public Speaking
Building Customer Loyalty
Pensions
PeopleSoft
Call Center
Defined Contribution
Retirement Planning
Report Writing
Strategic Relationships
Vendor Management
Finance
Process Improvement
401k
Highly Dedicated
Leading Change
Financial Services
401K Administration
Wealth Management
Organizational Development
Increase Productivity
Microsoft Office
Delivering Exceptional Customer Service
Professional Services
Microsoft Excel
Cross Functional Team Leadership
Consensus Building
Deferred Compensation
Helping Clients Succeed
Customer Service
Defined Benefit
Contract Negotiation
Training Delivery
Management
Business Coaching
Financial Reporting
Research
Outsourcing
Benefits Administration
Services
Pension Administration
Employee Benefits
Performance Management
Jeffrey Crowell Summary
Jeffrey Crowell, based in Atlanta, GA, US, is currently a Managing Partner, Corporate Strategy at OpenArc Corporate Advisory. Jeffrey Crowell brings experience from previous roles at Merrill Lynch Wealth Management. Jeffrey Crowell holds a 1994 - 1998 Bachelor's Degree @ Miami University. With a robust skill set that includes Leadership, Consultative Sales Professional, Solution Selling, Collaborative Problem Solving, Team Building and more. Jeffrey Crowell has 1 emails and 1 mobile phone numbers on RocketReach.
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