Kellen Stevens

Kellen Stevens Email and Phone Number

Sr. Director at Verivest | Revolutionizing Fund Administration @ Verivest
Kellen Stevens's Location
Portland, Oregon, United States, United States
Kellen Stevens's Contact Details

Kellen Stevens work email

Kellen Stevens personal email

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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.

Kellen Stevens's Current Company Details
Verivest

Verivest

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Sr. Director at Verivest | Revolutionizing Fund Administration
Kellen Stevens Work Experience Details
  • Verivest
    Sr. Director
    Verivest 2022 - Present
    Lake Oswego , Oregon, Us
    Verivest revolutionizes fund administration by embracing a data-centric approach, powered by cutting-edge AI and tokenization technologies. We start by analyzing your fund’s unique makeup in terms of structure, distribution waterfall, tax treatment, and compliance regime. We work with your team to interface directly with your systems of record, enabling our AI suite to digest your data holistically and output timely and accurate accounting, investor reporting, and other business insights.
  • Fairway America
    Director Of Strategic Accounts
    Fairway America 2013 - 2022
    Portland, Oregon, Us
    Fairway America’s discretionary real estate based funds allocates capital to the following:- We deploy equity directly into individual syndication's throughout the U.S. with a focus on Self-Storage, Retail, Multi-family, Office, Industrial, Flex, Student, and Senior Housing- Originate and/or acquire Commercial 1st TD real estate secured loans nationwide- Investments in other discretionary mortgage pool/real estate based fundsA large part of our origination/acquisition strategy is to locate top quality Sponsors via Fairway's advisory and consulting practice and to seek to make investments with these Sponsors.
  • Orkin Pest Control
    Account Manager
    Orkin Pest Control 2013 - 2013
    Atlanta, Georgia, Us
    Founded in 1901, we are one of the leading commercial services providers in the United States. We provide the most accurate, comprehensive and efficient pest management services for the hospitality, food services, industrial, retail and institutional markets. Account Manager role:. Provide technical insight for customers pest control needs. Build and develop new relationships within assigned territory. Expand sales products and services to existing customers. Make presentations and recommendations to key decision makers within customer organization
  • Experis It
    Business Development Manager
    Experis It 2012 - 2013
    Paris, Fr
    Our company is a Technology Services Firm, we specialize in consulting and staff augmentation services across multiple technology domains. Our clients look to us when the have project and staffing challenges.
  • Fairway America
    Client Relationship Manager
    Fairway America 2006 - 2012
    Portland, Oregon, Us

Kellen Stevens Skills

Business Development Sales Marketing New Business Development Account Management Real Estate Customer Service Crm Management Strategic Planning Finance Investments Commercial Lending Strategy Investment Properties Real Estate Transactions B2b Sales Presentations Loans Cold Calling Team Building Commercial Real Estate Negotiation Communication Staffing Services Building Relationships Direct Sales Recruiting Small Business Customer Retention Private Equity Mergers And Acquisitions Mortgage Lending Sales Operations Retail Sales Management Salesforce.com Funding Consulting Financial Services Selling Contract Negotiation Sales Process

Kellen Stevens Education Details

  • Oregon Institute Of Technology
    Oregon Institute Of Technology
    Business Marketing

Frequently Asked Questions about Kellen Stevens

What company does Kellen Stevens work for?

Kellen Stevens works for Verivest

What is Kellen Stevens's role at the current company?

Kellen Stevens's current role is Sr. Director at Verivest | Revolutionizing Fund Administration.

What is Kellen Stevens's email address?

Kellen Stevens's email address is ke****@****hoo.com

What is Kellen Stevens's direct phone number?

Kellen Stevens's direct phone number is (503) 906*****

What schools did Kellen Stevens attend?

Kellen Stevens attended Oregon Institute Of Technology.

What are some of Kellen Stevens's interests?

Kellen Stevens has interest in Children.

What skills is Kellen Stevens known for?

Kellen Stevens has skills like Business Development, Sales, Marketing, New Business Development, Account Management, Real Estate, Customer Service, Crm, Management, Strategic Planning, Finance, Investments.

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