Steven Crump Email and Phone Number
Steven Crump work email
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Steven Crump personal email
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Experienced investment professional providing:• Brokerage service to affluent Private Client Service clientele • Empathy and understanding of clients and the methods to grow and protect wealth• Full knowledge of financial markets, active/passive portfolio structures and fixed income strategies• Banking knowledge gained from serving community banks, corporate, and insurance relationships • Relationship management skills• Accountability and compliance focus• Networking and business development skillsContact information: smjdcrump@gmail.com
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Retired, With A Focus On Enjoyment Of Family, Community Service, Sailing, And TravelNoneSt. Louis, Mo, Us
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Private Client Services SpecialistTd Ameritrade Jan 2020 - Feb 2021St Louis, Missouri, United StatesExclusively serving TDA's most valuable clients on inbound calls with premier service to maintain and expand relationships. Responsible for accurately answering general information questions, specific inquiries regarding accounts, and facilitating requests in a timely manner. Responsible for entering and monitoring large equity, option and mutual fund orders. Manage back office work items within TDA's established procedures for the greatest satisfaction of clients. -
Resource Desk SpecialistTd Ameritrade Mar 2018 - Jan 2020Greater St. Louis AreaSubject matter expert who supports TDA branch Investment Consultants and Financial Service Representatives with account transfers, new account/maintenance process, trading, margin issues and policy/procedure inquiries.
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Retirement SpecialistScottrade May 2017 - Mar 2018St LouisProvide retirement account information to clients and team members -
Financial AdvisorWells Fargo Advisors, Llc Jan 2013 - Oct 2015Frontenac, MoDeveloped Advisory and transactional client relationships with individual, corporate and institutional investment accounts through the sale of fixed income securities, mutual funds and asset allocation models. -
Vice President (Corporate Investment Representative)Commerce Bank 1994 - 2012Clayton, MoDeveloped bank broker/dealer client relationships with corporate, individual, and institutional investment accounts through the sale of fixed income securities. Gained a deeper understanding of the P&C Insurance, non-profit, printing, transportation, mining, manufacturing and construction industries. -
Assistant Vice President (Institutional Investment Representative)Mercantile Bank N.A. (Merged Into Us Bank) 1984 - 1994St. Louis, MoDeveloped client relationships in Missouri and Arkansas through the sale of fixed income securities into bank investment portfolios and commercial accounts. Traded foreign exchange for customer’s letter of credit and wire transfer needs.
Steven Crump Skills
Steven Crump Education Details
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Finance/Economics -
Certified Investment Management (Cima) Certification Program
Frequently Asked Questions about Steven Crump
What company does Steven Crump work for?
Steven Crump works for None
What is Steven Crump's role at the current company?
Steven Crump's current role is Retired, with a focus on enjoyment of family, community service, sailing, and travel.
What is Steven Crump's email address?
Steven Crump's email address is st****@****ade.com
What schools did Steven Crump attend?
Steven Crump attended University Of Missouri-Saint Louis, University Of Chicago Booth School Of Business Executive Education.
What are some of Steven Crump's interests?
Steven Crump has interest in Hiking In Our National Parks, Art Appreciation, Scuba Diving, Cycling, Sailing, Traveling With My Family, Golf.
What skills is Steven Crump known for?
Steven Crump has skills like Investments, Fixed Income, Finance, Financial Analysis, Mutual Funds, Customer Service, Wealth Management, Business Development, Communication Skills, Building Effective Relationships, Portfolio Management, Asset Allocation.
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