Stephen Crane Email & Phone Number
VP, M and A Integration Strategies @ Edelman Financial Engines
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Stephen Crane Location
- Springfield, MA, US
Stephen Crane Work
- VP, M and A Integration Strategies @ (March 2024 - Present)
- Sr. Director M and A Integration Strategies @ (January 2023 - March 2024)
- Sr. Director Shared Services @ (January 2022 - January 2023)
- Director, Program Management and Execution - Workplace Innovation @ (August 2019 - January 2022)
- Senior Manager Enterprise PMO @ (October 2018 - January 2022)
- Senior Project Manager @ (April 2017 - January 2022)
- Team Lead - Account Management at Financial Engines @ (January 2014 - April 2017)
- Relationship Support Specialist @ (January 2013 - January 2014)
- Investment Advisor @ (June 2011 - January 2013)
- Regional Investment Consultant @ (November 2009 - October 2010)
- Business Development Representative @ (May 2009 - November 2009)
- Inbound Sales Representative @ (May 2008 - May 2009)
- Financial Services @ Charter Oak Insurance and Financial Services, Inc (May 2007 - January 2008)
Stephen Crane Education
- University of Massachusetts at Amherst - Isenberg School of Management
M.B.A. (Management)
2010-2013 - Western New England University
Finance (Business Administration; )
2005-2008
Stephen Crane Skills
- Series 63
- Account Management
- Retirement Planning
- Investments
- Series 6
- Team Leadership
- 401k
- Asset Allocation
- Financial Services
- Wealth Management
- Sales Management
- Mutual Funds
- FINRA
- Strategic Financial Planning
- Microsoft Office
- Investment Strategies
- Microsoft Word
- Microsoft Excel
- Financial Analysis
- Strategic Financial
- Retirement
- Series 65
- Services
- Series 7
- Securities
Stephen Crane Summary
- Stephen Crane, based in Springfield, MA, US, is currently a VP, M and A Integration Strategies at Edelman Financial Engines. Stephen Crane brings experience from previous roles at Edelman Financial Engines and Financial Engines. Stephen Crane holds a 2010 - 2013 M.B.A. in Management @ University of Massachusetts at Amherst - Isenberg School of Management. With a robust skill set that includes Series 63, Account Management, Retirement Planning, Investments, Series 6 and more. Stephen Crane has 3 emails and 1 mobile phone numbers on RocketReach.
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