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Cfp Stephen Crane
Cfp Stephen Crane
VP, M&A Integration Strategies | Edelman Financial Engines
Springfield, Massachusetts, United States
Cfp Stephen Crane
Summary
Stephen Crane is a seasoned financial services professional with extensive experience in mergers and acquisitions integration strategies. Currently serving as VP at Edelman Financial Engines, he has a rich background in wealth management, retirement planning, and strategic financial planning. With a strong foundation in finance, he holds an MBA from the University of Massachusetts at Amherst. Stephen has a proven track record of leadership roles, having progressed through various positions in the financial sector, including senior director and manager roles. His expertise encompasses a broad range of financial products and services, making him a valuable asset in any financial organization. A strategic thinker, he is known for his ability to navigate complex financial landscapes and drive successful integration initiatives. In addition to his technical skills, Stephen is committed to fostering innovation and improving client outcomes in the financial industry.
Cfp Stephen Crane
Work Experience
VP, M&A Integration Strategies at
Edelman Financial Engines
March 2024 - Present
Sr. Director M&A Integration Strategies at
Edelman Financial Engines
January 2023 - March 2024
Sr. Director Shared Services at
Edelman Financial Engines
January 2022 - January 2023
Senior Manager Enterprise PMO at
Financial Engines
October 2018 - January 2022
Senior Project Manager at
Financial Engines
April 2017 - January 2022
Director, Program Management & Execution - Workplace Innovation at
Edelman Financial Engines
August 2019 - January 2022
Team Lead - Account Management at Financial Engines at
Financial Engines
January 2014 - April 2017
Relationship Support Specialist at
Financial Engines
January 2013 - January 2014
Investment Advisor at
Financial Engines
June 2011 - January 2013
Regional Investment Consultant at
Fidelity Investments
November 2009 - October 2010
Business Development Representative at
Fidelity Investments
May 2009 - November 2009
Inbound Sales Representative at
Fidelity Investments
May 2008 - May 2009
Financial Services at
Charter Oak Insurance And Financial Services
May 2007 - January 2008
Cfp Stephen Crane
Education
University of Massachusetts at Amherst - Isenberg School of Management, M.B.A.
January 2010 - January 2013
Western New England University, Finance
January 2005 - January 2008
Frequently Asked Questions about Cfp Stephen Crane
What is Cfp Stephen Crane email address?
Cfp Stephen Crane's primary email address is ******@edelmanfinancialengines.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Stephen Crane work for?
Cfp Stephen Crane is a VP, M&A Integration Strategies at Edelman Financial Engines, a company specializing in Functions related to depository banking.
Where Cfp Stephen Crane graduated from?
Cfp Stephen Crane holds a degree in Management from University of Massachusetts at Amherst - Isenberg School of Management.
How can I directly contact Cfp Stephen Crane?
To contact Cfp Stephen Crane directly, you can use the email address ******@edelmanfinancialengines.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Stephen Crane?
Stephen Crane is a seasoned financial services professional with extensive experience in mergers and acquisitions integration strategies. Currently serving as VP at Edelman Financial Engines, he has a rich background in wealth management, retirement planning, and strategic financial planning. With a strong foundation in finance, he holds an MBA from the University of Massachusetts at Amherst. Stephen has a proven track record of leadership roles, having progressed through various positions in the financial sector, including senior director and manager roles. His expertise encompasses a broad range of financial products and services, making him a valuable asset in any financial organization. A strategic thinker, he is known for his ability to navigate complex financial landscapes and drive successful integration initiatives. In addition to his technical skills, Stephen is committed to fostering innovation and improving client outcomes in the financial industry.
Cfp`s contact details
******@edelmanfinancialengines.com
Colleagues
Executive Director, Financial Planning
Vice President, Sales Optimization And Shared Services
Vice President
Senior Vice President, Financial Planning
Senior Vice President - Financial Planning
Executive Director of Financial Planning at Edelman Financial Engines
Executive Director, Financial Planning
VP of Engineering
Senior Vice President, Financial Planning
VP, Head of Procurement, Accounts Payable, Corporate Travel & Third-Party Vendor Risk