Kevin Crawford
Director - Account Management @Broadridge
Atlanta, GA, US
EMAILS
k••••••••@broadridge.com
MOBILE NUMBERS
+16•••••••89
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WORK HISTORY
Jun 2017 — Present
Director - Account Management @Broadridge
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US
Collaboration with leading wealth management firms on how to grow their business and win over the competition.
EDUCATION
N/A
University of Houston
Bachelor of Science, Finance
2022 — 2025
Wharton Executive Education
Securities Industry Institute
SKILLS
BudgetingInvestment StrategiesAlternative InvestmentsPrivate BankingNegotiationInvestment ManagementWealthAsset ManagementPortfolio ManagementContract NegotiationOrganizational DevelopmentTrust AccountingStrategic PlanningStrategic Financial PlanningSecuritiesAccountingBudgetsFinanceManagementProcess ConsultingWealth Management ServicesBusiness DevelopmentWealth ManagementInvestment AdvisoryAsset AllocationBankingMutual FundsRisk ManagementInvestmentsFixed IncomeProcess ImprovementEquitiesHigh Net Worth IndividualsSolution SellingBusiness PlanningAccount ManagementCustomer RelationsRelationship ManagementTrust ServicesDirect Sales
ABOUT KEVIN CRAWFORD
Over 30 years of Wealth Management experience leading businesses to success. Executive…
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