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Bert Cross Email & Phone Number
Business Growth Specialist - Field Development
at
Stifel Financial Corp.
1 work email found
@tdsclinical.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Business Growth Specialist - Field Development
Location
Greater St. Louis, United States
Company size
Who is Bert Cross? Overview
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Quick answer
Bert Cross is listed as Business Growth Specialist - Field Development at Stifel Financial Corp., a with 7363 employees, based in Greater St. Louis, United States. AeroLeads shows a work email signal at tdsclinical.com and a matched LinkedIn profile for Bert Cross.
Bert Cross previously worked as Senior Business Analyst - Sales and Marketing Operations at Transaction Data Systems and Senior Business Analyst - Sales & Marketing Operations at Outcomes™. Bert Cross holds Bachelor Of Arts - Ba, Accounting And Finance from Augustana College.
Company email context
Email format at Stifel Financial Corp.
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{first_initial}{last}@tdsclinical.com
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Profile bio
About Bert Cross
During my career in the financial services industry, I’ve developed and optimized infrastructure, processes, and systems to position businesses for sustained growth and profitability. Partnering with business leaders and financial advisors, I’ve strengthened operating models and enhanced client outcomes for the greatest value, efficiency, cost savings, and competitive distinction in the market. With combined business management and financial products expertise, I’ve developed the vision, strategy, model, marketing plans, processes, outreach, and growth strategies for numerous complex advisory practices. I’ve steered incremental behavioral and tactical changes while providing guidance on business development best practices, product suitability, and client engagement strategies. In streamlining complexity for better client outcomes and return on assets (ROA), I’ve instilled a business mindset with advisors by establishing repeatable and scalable processes, proactive behaviors, and a high level of efficiency to meet the demands of a competitive, high-volume environment while realizing work-life balance.In my work with highly experienced and top 1% financial advisors with major AUM portfolios, I’ve earned a reputation for unbiased, objective analysis, review, and identification of problem areas, as well as the ability to present recommendations for improvement clearly and concisely. I’ve earned topmost ratings from leadership for being highly responsive, detail oriented, thorough in research, and focused on delivering exceptional client service. Recognized as a relationship cultivator of deep integrity and extensive industry connections, I’ve built enduring trust with advisors, leadership, and multidisciplinary professionals. In all my interactions, I bring an authentic consultative approach that prioritizes active listening and transparent communication, along with a rigorous mindset to mitigate risk and create a frictionless, client-focused environment. My knowledge of the financial services industry and investment products is extensive and includes structured products, ETFs, SMAs, alternative investments, options strategies, mutual funds, equities, and bonds—backed by FINRA Series 4, 7, 9, 10, 66, and Life & Health Insurance licenses. I also have deep knowledge of the investment advisory business, a strong understanding of the fundamentals of portfolio construction, and the readiness to learn new products and services.
Listed skills include Investments, Financial Analysis, Series 7, Capital Markets, and 15 others.
Current workplace
Bert Cross's current company
Company context helps verify the profile and gives searchers a useful next step.
Stifel Financial Corp.
11 roles
Bert Cross work experience
A career timeline built from the work history available for this profile.
Senior Business Analyst - Sales And Marketing Operations
Business Growth Specialist - Field Development
Senior Business Analyst - Sales & Marketing Operations
Jan 2023 - Oct 2024
Lead Business Growth Strategy Consultant
Throughout my career at Wells Fargo Advisors, I’ve cultivated relationships across the ecosystem and fortified support infrastructures to grow business with financial advisors and meet evolving client demands while mitigating risks and remaining compliant.In my recent capacity optimizing business and portfolio management, I was appointed to a team of 10 consultants responsible for concurrent engagements with 80+ highly experienced financial advisors with a focus on streamlining business complexity for improved client outcomes, scalability, risk management, and ROA across the portfolio. My collaborative work with cross-functional partners in the field centered on developing customized growth strategies for advisory practices, remediating operational issues, and prioritizing actionable changes and behaviors to drive large-scale business impact. My work included meaningfully restructuring a traditional transactional business to an AUM fee model with a focus on quality versus quantity, resulting in a substantial jump in revenue.
Jun 2019 - Jul 2022
Controls Analyst
With expanded accountability for complex products supervision, I provided risk management oversight for financial advisors through proactive review and escalation of accounts based on use of complex product positions and strategies. In escalating up to 30 issues per day across 15,000 advisors, I minimized conflict and mitigated risks while facilitating desired results across the product portfolio, including structured notes, inverse or leveraged ETFs, asset-backed securities, and product concentrations.
Mar 2018 - May 2019
Regional Supervisor
In accordance with the Department of Labor Fiduciary Rule (June 2017), I joined the new team tasked with developing a Retirement Asset Movement questionnaire for clients and prospects rolling over qualified retirement plans to IRA accounts.
Feb 2017 - Mar 2018
Capital Markets Relationship Manager
I was promoted to manage Fixed Income Trading syndicate process of marketing to advisors. I built strong relationships with financial advisors and expanded my professional network with underwriters and bankers. Working alongside Wells Fargo Securities in a high-volume, fast-paced environment, I assessed clients’ needs and provided education on deals that came to market.
Aug 2014 - Jan 2017
Fixed Income Product Specialist
Upon advancement, I quickly became the subject matter expert in Fixed Income Trading products (corporates, municipals, preferreds, brokered CDs, agencies, treasuries).
Dec 2010 - Jul 2014
Internal Business Development Consultant
As an Internal Business Development Consultant, I drove national sales across the Northwest Territory by building relationships with the regional president, branch managers, and 500+ financial advisors and branch staff. I advised financial advisors on best practices for business growth, leveraging advisory products, lending, investment planning tools, and firmwide initiatives.
Apr 2008 - Nov 2010
Operations Trading Specialist
A.G. Edwards
Jun 2004 - Mar 2008
Team & coworkers
Colleagues at Stifel Financial Corp.
Other employees you can reach at stifel.com. View company contacts for 7363 employees →
SL
Scott Lewis
Colleague at Stifel Financial Corp.Northport, New York, United States
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DV
Dolores Vasquez
Colleague at Stifel Financial Corp.United States
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TC
Thomas Cavalier
Colleague at Stifel Financial Corp.Youngstown-Warren Area, United States
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PD
Patrick Dingess
Colleague at Stifel Financial Corp.St Peters, Missouri, United States
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WA
Will Andrews
Colleague at Stifel Financial Corp.Baltimore, Maryland, United States
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MH
Matthew Heaton
Colleague at Stifel Financial Corp.Collinsville, Illinois, United States
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DW
Debra Weiner
Colleague at Stifel Financial Corp.New York City Metropolitan Area, United States
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BM
Brad Merrill
Colleague at Stifel Financial Corp.Greater St. Louis, United States
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JG
Jim Georgiow
Colleague at Stifel Financial Corp.New York, United States
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MD
Melissa Dunn
Colleague at Stifel Financial Corp.St Louis, Missouri, United States
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Scott Lewis
Colleague at Stifel Financial Corp.Northport, New York, United States
View →
DV
Dolores Vasquez
Colleague at Stifel Financial Corp.United States
View →
TC
Thomas Cavalier
Colleague at Stifel Financial Corp.Youngstown-Warren Area, United States
View →
PD
Patrick Dingess
Colleague at Stifel Financial Corp.St Peters, Missouri, United States
View →
WA
Will Andrews
Colleague at Stifel Financial Corp.Baltimore, Maryland, United States
View →
MH
Matthew Heaton
Colleague at Stifel Financial Corp.Collinsville, Illinois, United States
View →
DW
Debra Weiner
Colleague at Stifel Financial Corp.New York City Metropolitan Area, United States
View →
BM
Brad Merrill
Colleague at Stifel Financial Corp.Greater St. Louis, United States
View →
JG
Jim Georgiow
Colleague at Stifel Financial Corp.New York, United States
View →
MD
Melissa Dunn
Colleague at Stifel Financial Corp.St Louis, Missouri, United States
View →
2 education records
Bert Cross education
Bachelor Of Arts - Ba, Accounting And Finance
Augustana College
Master Of Business Administration (Mba)
Saint Louis University
FAQ
Frequently asked questions about Bert Cross
Quick answers generated from the profile data available on this page.
What company does Bert Cross work for?
Bert Cross works for Stifel Financial Corp..
What is Bert Cross's role at Stifel Financial Corp.?
Bert Cross is listed as Business Growth Specialist - Field Development at Stifel Financial Corp..
What is Bert Cross's email address?
AeroLeads has found 1 work email signal at @tdsclinical.com for Bert Cross at Stifel Financial Corp..
Where is Bert Cross based?
Bert Cross is based in Greater St. Louis, United States while working with Stifel Financial Corp..
What companies has Bert Cross worked for?
Bert Cross has worked for Stifel Financial Corp., Transaction Data Systems, Outcomes™, Wells Fargo Advisors, and A.G. Edwards.
Who are Bert Cross's colleagues at Stifel Financial Corp.?
Bert Cross's colleagues at Stifel Financial Corp. include Scott Lewis, Dolores Vasquez, Thomas Cavalier, Patrick Dingess, and Will Andrews.
How can I contact Bert Cross?
You can use AeroLeads to view verified contact signals for Bert Cross at Stifel Financial Corp., including work email, phone, and LinkedIn data when available.
What schools did Bert Cross attend?
Bert Cross holds Bachelor Of Arts - Ba, Accounting And Finance from Augustana College.
What skills is Bert Cross known for?
Bert Cross is listed with skills including Investments, Financial Analysis, Series 7, Capital Markets, Series 66, Strategic Financial Planning, Financial Services, and Fixed Income.
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