Michael Crabtree

• Responsible for management and execution of Fintech and IT stack for one of the nation's fastest-growing RIA firms.
• Partner with internal team, andexternal vendors, onboarded new teams, and PE partners.
• While at Miracle Mile, helped firm quadruple in size from $1B in AUM to over $4.1B in AUM with efficient and user-friendly tech stack.
• Forecast, research, and select new technologies enabling company to maintain business objectives and growth.
• Spearheaded product plan to increase client logins to various platforms used by firm.
• Resulting in an increase by 20%.
• Worked with numerous external product partners to project manage day-to-day processes, and enhancements, and build future roadmaps for the company.
• Anticipate and develop strategies and programs that respond effectively to evolving firm needs and industry practices.
• Created firm-wide technology release cycles, training, and maintain log of errors.
• Partner with C-Suite to build and manage a scalable technical stack.
• Identify and execute business technology processes and improvements to enhance firm usage and client login rate.
• Worked with the Compliance department to compile AUM data for annual ADV submission.
• Develop and implement robust training schedules and curriculum for firm and end clients.
• Tested, implemented, and manage numerous front, back-office, and client-facing technology.
• Salesforce CRM, Salesforce Einstein, Google Workspace suite, HubSpot, Advent Software, Black Diamond, eMoney, Monday.com, Asana, Cloudingo, Nextiva, Wisestamp.
• Managed team of internal and external tech teammates.

• Fulfills critical role leading Reporting & Analytics platform at Investment Advisor firm.
• Within two months, innovated new process for reconciliation and recording of data that captured substantial gains in efficiency, productivity, and accuracy.
• Served as thearchitect of training curriculum to build competencies on Performance Software among more than 35 advisors nationwide.
• Lead role Product Manager for all issues relating to Black Diamond Performance Software platform.
• Served as point of contact with Black Diamond support and product teams on all issues relating to bugs, data accuracy, product improvements, and UX/IX.
• Conceptualized Compliance Team from the ground up, hosting monthly meetings to discuss changes to compliance rules and regulations with potential impact to firm and its clients.
• Ran and audited monthly 13f report, and annual AUM for ADV regulatory filing..

• Served as project manager and client relationship specialist at flagship portfolio management and client reporting solution, meeting needs of a diverse roster of over 30 financial firms.
• Communicated client feedback and suggestions to product team, influencing prioritization and development of platform features and enhancements.
• Worked with clients to investigate and resolve issues impacting data, reports, benchmarks, and integrations.
• Led development of IX/US roadmaps and execution plans tailored to meet unique needs of each account.
• Implement roadmaps for firm-specific training and development for use of platform.
• Mentored and trained new employees, including Client Advocates, Associate Client Advocates, Client Service Associates, and Interns.
• Selected to team of Senior Client Advocates hosting client training workshops nationwide.
• Facilitating intensive two-day sessions to provide training and guidance on Black Diamond platform.
• Gathered feedback from clients and reported back to our internal Product/IT team for future enhancements.

• Leveraging extensive command of a complex landscape of regulatory requirements governing the investment banking industry.
• As an Associate in Regional Finance Compliance oversaw month-end regulatory reporting process for broker-dealers in the United States, including FED, SEC, and FINRA.
• Tracked net capital on daily basis, submitted FR2004 and FINRA foreign income/repo reports weekly, and monthly FOCUS report.
• Collaborated with internal Financial Directors across theorganization to resolve issues, including IT, Product Control, and Operations.

Built book of business of over 100 clients through networking, cross - selling, and cold calling.