Kellen Stevens
Sr. Director at Verivest - We help fund managers launch, grow, and operate.
- Role
- Sr Director at Verivest
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Kellen Stevens
With over a decade of strategic sales leadership, my expertise in CRM and new business development is now driving Verivest\'s mission to revolutionize fund administration. At Verivest, I am committed to fostering a data-centric culture, aligning with our AI and tokenization innovation. My focus is on creating value through meticulous analysis and personalized customer solutions, aligning with Verivest\'s forward-thinking ethos and my passion for transformative technology.Since joining Verivest in April 2022, I have leveraged my proficiency in customer relationship management to interface seamlessly with clients\' systems, ensuring our AI suite delivers comprehensive business insights. My tenure at Fairway America honed my ability to identify and nurture strategic accounts, skills that now fuel Verivest\'s growth by enhancing investor reporting and fund administration accuracy.
Experience
Sr Director
Jan 2022 — Present · Portland, OR, US
Verivest is a fund advisory and administration services company providing custom services to funds and fund managers whose investor base is predominantly high-net-worth accredited investors. We provide expertise, guidance and direct support to fund managers across the full life cycle of their fund journey including launching their fund, attracting capital, preparing financial reporting, calculating investor allocations and distributions, helping with compliance and tax support, net asset valuation, audit prep, wind down guidance, and much more. We are more than a fund administrator, we are a strategic part of your fund business.
Education
Oregon Institute of Technology
Bachelors of Science, Business Marketing
Skills
- Contract Negotiation
- Selling
- Loans
- Account Management
- Mortgage Lending
- Strategic Planning
- Real Estate
- Negotiation
- Investment Properties
- Business Development
- Management
- Team Building
- Strategy
- Financial Services
- Crm
- Recruiting
- Funding
- Mergers & Acquisitions
- Real Estate Transactions
- Finance
- Sales Process
- Sales
- Commercial Real Estate
- Staffing Services
- Consulting
- Commercial Lending
- Sales Management
- Private Equity
- Salesforce.com
- Direct Sales
- Building Relationships
- Retail
- B2b
- Small Business
- Sales Operations
- Customer Retention
- Sales Presentations
- Customer Service
- Marketing
- Communication
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