Jeff Crane Email & Phone Number

St Louis Park, Minnesota, United States

Investment advisor operations. In this role I accurately established, maintained and closed assigned accounts in a timely manner. I ensured that processing was within regulatory and firm guidelines. Provided quality customer service to branch office personnel, correspondents and third party money managers as a primary contact for all questions concerning advisory accounts.

Minneapolis, Minnesota

I process new annuity business applications for our clients and assist branch employees with annuity new business questions/issues. I make sure that funds for the purchase are sent to the annuity companies in a timely and efficient manner. Elements of risk are managed through operational reviews, system checks, and adherence to policies. Besides branch personnel, I also interact with other departments, correspondents, and assigned groups within RBC.Besides my day to day activities, I am also a member of EDAC (Employee Development and Activity Committee). We put together internal events that raise money for local charities.