Kevin Crouse Email & Phone Number
Client Portfolio Manager @ SS&C Technologies
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Kevin Crouse Location
- Plattsburg, MO, US
Kevin Crouse Work
- 2017 -now Client Portfolio Manager @
- 2013 -2017 Product Manager @
- 2008 -2013 Client Relations Consultant @
- 2007 -2008 Insurance Agent @
- 1995 -2005 Client Relations @
Kevin Crouse Education
- Truman State University
BS (Management)
1989-1993
Kevin Crouse Skills
- Financial Services
- Business Analysis
- Mutual Funds
- Requirements Gathering
- Process Improvement
- Relationship Management
- CRM
- Vendor Management
- Securities
- Series 6
- Analysis
- Risk Management
- Series 63
- Investments
- Business Process...
- Requirements Analysis
- Software Documentation
- Customer Service
- Team Leadership
- Insurance
- 401k
- Project Management
- FINRA
- Retirement
- Asset Managment
- Strategic Planning
- Team Building
- Fileaid
- Wealth Management
- Retirement Planning
- Equities
- Business Strategy
- SharePoint
- Change Management
- Financial Analysis
- Finance
- Call Center
- Operations Management
- Account Management
- Back Office
- Pensions
- Budgets
- Business Requirements
- User Acceptance Testing
- Investment Advisory
- Business Planning
- TSO
- Endeavor
- JCL
- Banking
- Leadership
- Troubleshooting
- Microsoft Word
- Microsoft Excel
- Business Process Improvement
- 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 Financial Services, Business Analysis, Mutual Funds, Requirements Gathering, Process Improvement and more. Kevin Crouse has 2 emails and 1 mobile phone numbers on RocketReach.
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