Client Relations Consultant @ (July 2008 - June 2013)
Insurance Agent @ (January 2007 - July 2008)
Client Relations @ (December 1995 - April 2005)
Kevin Crouse Education
Truman State University
BS (Management)
1989-1993
Kevin Crouse Skills
401k
Account Management
Analysis
Asset Managment
Back Office
Banking
Budgets
Business Analysis
Business Planning
Business Process Improvement
Business Requirements
Business Strategy
CRM
Call Center
Change Management
Customer Service
Endeavor
Equities
FINRA
Fileaid
Finance
Financial Analysis
Financial Services
Insurance
Investment Advisory
Investments
JCL
Mutual Funds
Operations Management
Pensions
Process Improvement
Project Management
Relationship Management
Requirements Analysis
Requirements Gathering
Retirement
Retirement Planning
Risk Management
Securities
Series 6
Series 63
SharePoint
Software Documentation
Strategic Planning
TSO
Team Building
Team Leadership
User Acceptance Testing
Vendor Management
Wealth Management
Business Process...
Leadership
Troubleshooting
Microsoft Word
Microsoft Excel
SQL
Integration
Kevin Crouse Summary
Kevin Crouse, based in Plattsburg, MO, US, is currently a Client Portfolio Manager at SS&C Technologies. Kevin Crouse brings experience from previous roles at SS&C Technologies, DST Systems and Missouri Farm Bureau. Kevin Crouse holds a 1989 - 1993 BS in Management @ Truman State University. With a robust skill set that includes 401k, Account Management, Analysis, Asset Managment, Back Office and more. Kevin Crouse has 2 emails and 1 mobile phone numbers on RocketReach.
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