John Crabtree Email & Phone Number

Bradenton, Fl, Us

Jacksonville, Fl, Us

Manager 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

Jacksonville, Fl, Us

Dresher, Pa, Us

New York, Ny, Us

• 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

• 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

Sarasota, 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

Boston, 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.

Omaha, Ne, Us

As 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.

Associate'S Degree, Missions/Missionary Studies And Missiology

Business