Kevin Crawford
Trusted Executive Leader | Proven Track Record in Business Growth, Transformation, and Sales Strategy | Culture & People Champion
- Role
- Director - Account Management at Broadridge
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Kevin Crawford
Over 30 years of Wealth Management experience leading businesses to success. Executive…
Experience
Director - Account Management
Jun 2017 — Present · US
Collaboration with leading wealth management firms on how to grow their business and win over the competition.
Education
University of Houston
Bachelor of Science, Finance
Wharton Executive Education
Securities Industry Institute
2022 — 2025
Skills
- Budgeting
- Investment Strategies
- Alternative Investments
- Private Banking
- Negotiation
- Investment Management
- Wealth
- Asset Management
- Portfolio Management
- Contract Negotiation
- Organizational Development
- Trust Accounting
- Strategic Planning
- Strategic Financial Planning
- Securities
- Accounting
- Budgets
- Finance
- Management
- Process Consulting
- Wealth Management Services
- Business Development
- Wealth Management
- Investment Advisory
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Investments
- Fixed Income
- Process Improvement
- Equities
- High Net Worth Individuals
- Solution Selling
- Business Planning
- Account Management
- Customer Relations
- Relationship Management
- Trust Services
- Direct Sales
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.