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Cfp Stephen Crane

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Cfp Stephen Crane

VP, M&A Integration Strategies | Edelman Financial Engines

Springfield, Massachusetts, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Cfp Stephen Crane

Work Experience

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VP, M&A Integration Strategies at

Edelman Financial Engines

March 2024 - Present

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Sr. Director M&A Integration Strategies at

Edelman Financial Engines

January 2023 - March 2024

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Sr. Director Shared Services at

Edelman Financial Engines

January 2022 - January 2023

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Senior Manager Enterprise PMO at

Financial Engines

October 2018 - January 2022

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Senior Project Manager at

Financial Engines

April 2017 - January 2022

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Director, Program Management & Execution - Workplace Innovation at

Edelman Financial Engines

August 2019 - January 2022

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Team Lead - Account Management at Financial Engines at

Financial Engines

January 2014 - April 2017

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Relationship Support Specialist at

Financial Engines

January 2013 - January 2014

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Investment Advisor at

Financial Engines

June 2011 - January 2013

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Regional Investment Consultant at

Fidelity Investments

November 2009 - October 2010

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Business Development Representative at

Fidelity Investments

May 2009 - November 2009

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Inbound Sales Representative at

Fidelity Investments

May 2008 - May 2009

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Financial Services at

Charter Oak Insurance And Financial Services

May 2007 - January 2008

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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

mail

******@edelmanfinancialengines.com

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