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
- 2024 -now VP, M and A Integration Strategies @
- 2023 -2024 Sr. Director M and A Integration Strategies @
- 2022 -2023 Sr. Director Shared Services @
- 2019 -2022 Director, Program Management and Execution - Workplace Innovation @
- 2018 -2022 Senior Manager Enterprise PMO @
- 2017 -2022 Senior Project Manager @
- 2014 -2017 Team Lead - Account Management at Financial Engines @
- 2013 -2014 Relationship Support Specialist @
- 2011 -2013 Investment Advisor @
- 2009 -2010 Regional Investment Consultant @
- 2009 -2009 Business Development Representative @
- 2008 -2009 Inbound Sales Representative @
- 2007 -2008 Financial Services @ Charter Oak Insurance and Financial Services, Inc
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 4 emails and 1 mobile phone numbers on RocketReach.
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