John Crabtree Email and Phone Number
John Crabtree work email
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John Crabtree personal email
As the Senior Manager of Implementations and Business Manager at FIS, my focus extends to global project oversight and the development of innovative cloud payment solutions. With responsibilities spanning P&L management and team building, I've successfully cultivated a robust implementation team from scratch, aligning with the strategic launch of our IST Cloud Payments product line.My expertise in CRM and business management is complemented by a commitment to operational excellence and customer satisfaction. This commitment is evidenced by the establishment of baseline metrics and the creation of new procedures, which have collectively empowered our teams to deliver exceptional service and achieve measurable progress in our implementations.
Fis
View- Website:
- valuelink.co.uk
- Employees:
- 3378
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FisBradenton, Fl, Us
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Senior Manager Of Implementations And Business ManagerFis Sep 2021 - Nov 2024Jacksonville, Fl, UsManager of IST Cloud ImplementationsRemote 2021- Current• Manage all aspects of the implementation teams both in the U.S and globally• Project oversight and development• P&L management• Hiring, training, de-escalation processes• Built this team from the ground up to support new IST Cloud Payments product line• Manage both the project management and technical aspects of the implementation team• Create documentation for new procedures• Establish baseline metrics to guide team and monitor progress -
Senior Manager Implementations And Business OperationsFis Sep 2021 - Nov 2024Jacksonville, Fl, Us
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Manager, Non Qualified Implementation GroupNewport Group Jul 2020 - Aug 2021Dresher, Pa, Us -
Manager, Client Relations/Operations Retirement Investment ServicesMetlife Jun 2019 - Aug 2020New York, Ny, Us -
Manager Of Partner Account Management, Relationship ManagementMidamerica Jun 2018 - Mar 2019• Managed all aspects of the account management group• Responsible for $780 million partner relationship • Matrix management over Operations and Accounting departments• Report generation for executive management• Drive revenue through personal production and sales group management• Client sales presentation • Client investment solution recommendations
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Vice President Of Operations,Fund Accounting And Retirement Operations (Ria)Bok Financial May 2017 - Jun 2018• Managed departmental operations to ensure efficiency, accuracy, and timeliness. • Responsible for a group of fund accountants and trust operations specialists; responsible for hiring, coaching, developing, and disciplinary actions for the group.• Partnered with senior management across business lines on investment strategy and client implementation. • Successfully led project to implement new performance measurement software, achieving 100% adoption rate enterprise-wide, and trained investment managers on the appropriate use of the software. • Developed and implemented new strategies and procedures to reduce costs and help drive profitability. • Defined annual department objectives; developed extensive operating plans in compliance with regulations; handled regulatory exams and audits (SOC1/SEC audits); administered annual budget for personnel and project expenses; budget variances, operational statistics, and quality reports. • Vendor relationship management
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Director Of Ria Relationship ManagementGlobal Financial Private Capital, Llc 2013 - 2017Sarasota, Florida, Us• Responsible for overall relationship with advisor (RIA) offices nationwide• Manage departmental labor and travel budgets• Responsible for retention and growth targets• Led a team of operations and client service professionals• Responsible for daily operations and executive-level reporting on trading, trade corrections, billing, risk and assets under management. • Helped establish departmental goals and objectives• Instructed regional operations and sales training• Gave oversight and direction to internal relationship managers• Provided investment advisor offices with training in practice management, growing revenue and achieving a high level of client satisfaction and utilizing centers of influence• Custodian relationship management -
Full Trader, High Opportunity TeamFidelity Investments 2010 - 2011Boston, Ma, Us• Facilitate timely and accurate transactions with customers. • Build strong rapport with clients, used a consultative process to uncover customer needs, provide insight and information on market conditions, which led them to the appropriate investment solutions. • Team leader who conducted meetings and helped coach and develop other associates, specifically on matching products with the client’s needs. • Traded equities and options, mutual funds, precious metals, and some fixed income. -
Registered Client Service Associate/TraderTd Ameritrade 2008 - 2009Omaha, Ne, UsAs a licensed specialist within the financial industry, I provided superior client service and fostered strong relationships with clients. I managed all aspects of the relationship by researching and resolving account inquiries, while generating business leads. Conducted trades on equities and options, mutual funds, and some fixed income. Consistently ranked in top 10 company wide during quarterly contest, received Presidents Club award and recognized by president and senior executive management for exceptional customer service ratings.
John Crabtree Skills
John Crabtree Education Details
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Rhema Bible CollegeMissions/Missionary Studies And Missiology -
Dallas College North Lake CampusBusiness
Frequently Asked Questions about John Crabtree
What company does John Crabtree work for?
John Crabtree works for Fis
What is John Crabtree's role at the current company?
John Crabtree's current role is Senior Manager of Implementations, Payments Platforms, and Business Manager @ FIS | Certified performance manager.
What is John Crabtree's email address?
John Crabtree's email address is jo****@****oup.com
What schools did John Crabtree attend?
John Crabtree attended Rhema Bible College, Dallas College North Lake Campus.
What skills is John Crabtree known for?
John Crabtree has skills like Asset Management, Project Management, Investments, Sales Management, Series 63, Problem Solving, Leadership, Business Relationship Management, Operations Management, Banking, Financial Planning, Account Management.
Who are John Crabtree's colleagues?
John Crabtree's colleagues are Priyanka Kadam, Karthikeyan S, Mohammed Nasir, Kateria Harrell, Artur Michalak, Dhouha Jaziri, Pramod Kumbhar.
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