Summary
Overview
Work History
Skills
Timeline
Generic

Ron Crupe

Summary

Passionate and driven team leader that builds a safe emotional environment and culture that inspires teams to be engaged and deliver a positive client experience and strong outcomes.

Overview

9
9
years of professional experience

Work History

CSG Team Leader

Vanguard
06.2019 - Current
  • Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
  • Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.
  • Developed team members' skills through targeted coaching sessions, resulting in improved individual performance.
  • Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.

PAS Financial Advisor

Vanguard
03.2017 - 06.2019
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Collaborated with team members to streamline processes and improve overall client experience.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Investment Advisor Representative

Dynamic Wealth Advisors
06.2015 - 03.2017
  • Built strong relationships with clients through consistent communication and timely updates on their investments.
  • Contacted potential clients to pursue sales and gather funds.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Helped clients make informed decisions about financial future.

Skills

  • Relationship Management
  • Professional Selling Skills
  • Positive Change Management
  • Team Building and Engagement
  • Coaching and Mentoring
  • NWoW

Timeline

CSG Team Leader

Vanguard
06.2019 - Current

PAS Financial Advisor

Vanguard
03.2017 - 06.2019

Investment Advisor Representative

Dynamic Wealth Advisors
06.2015 - 03.2017

Similar Profiles

CREATE PROFILE
Ron Crupe