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Kim Crespi

Assistant Vice President, Financial Consultant @ Citizens Investment Services

Assistant Vice President, Financial Consultant

Providence, Rhode Island Area

Ranked #28 out of 563 for Assistant Vice President, Financial Consultant in Rhode Island

Section title

Kim Crespi's Email Addresses & Phone Numbers

Kim Crespi's Work Experience

Citizens Investment Services

Assistant Vice President, Financial Consultant

April 2013 to Present

West Warwick and Warwick, RI

Merrill Lynch

Senior Financial Advisor

May 2006 to April 2013

Stanford Group Company

Sr. Vice President - Equity Sales Trader

May 2004 to April 2006

Kim Crespi's Education

Harvard University

Masters Spanish Literature

1995 to 2000

University of Massachusetts, Amherst

BA Legal Studies

1981 to 1985

UNIVERSITY OF MASSACHUSSETTS/AMHERST

Bachelor of Arts Legal Studies

Kim Crespi's Professional Skills Radar Chart

Based on our findings, Kim Crespi is ...

Responsive
Outgoing
Thoughtful

What's on Kim Crespi's mind?

Based on our findings, Kim Crespi is ...

52% Left Brained
48% Right Brained

Kim Crespi's Estimated Salary Range

About Kim Crespi's Current Company

Citizens Investment Services

Financial Consultant responsible for 2 branches, Warwick & West Warwick Responsibilities include working with bankers to develop leads, new business development, client retention and relationship building, preparing investment proposals and client reviews, along with the determination of product implementation.

Frequently Asked Questions about Kim Crespi

What company does Kim Crespi work for?

Kim Crespi works for Citizens Investment Services


What is Kim Crespi's role at Citizens Investment Services?

Kim Crespi is Assistant Vice President, Financial Consultant


What is Kim Crespi's personal email address?

Kim Crespi's personal email address is k****[email protected]


What is Kim Crespi's business email address?

Kim Crespi's business email addresses are not available


What is Kim Crespi's Phone Number?

Kim Crespi's phone (**) *** *** 415


What industry does Kim Crespi work in?

Kim Crespi works in the Financial Services industry.


Who are Kim Crespi's colleagues?

Kim Crespi's colleagues are Daniel Kruper, Michelle Hobart, and Jason Ruel


About Kim Crespi

📖 Summary

Assistant Vice President, Financial Consultant @ Financial Consultant responsible for 2 branches, Warwick & West Warwick Responsibilities include working with bankers to develop leads, new business development, client retention and relationship building, preparing investment proposals and client reviews, along with the determination of product implementation. From April 2013 to Present (2 years 7 months) West Warwick and Warwick, RISenior Financial Advisor @ Responsibilities include new business development, client retention, preparing investment proposals and client reviews, along with the determination of product implementation . From May 2006 to April 2013 (7 years) Sr. Vice President - Equity Sales Trader @ Senior Trader in Boston responsible for trading coverage of Boston accounts as well as some outside accounts. Responsible for starting up a trading operation in Boston. Handle purchases and sales of listed, syndicate and NASDAQ. From May 2004 to April 2006 (2 years) Director - Equity Sales & Trading @ in Boston responsible for sales trading coverage of Boston accounts as well as some outside accounts. Responsible for starting up a trading operation in Boston. Handled purchases and sales of listed, NASDAQ and bonds. Keep traders informed about pertinent fundamental and policy research. From July 2002 to May 2004 (1 year 11 months) Institutional Sales Trader @ Inform institutional traders and portfolio managers about research, rating changes, pertinent market news and order flow, which may affect a stock. Worked with listed clerks, arbitrage desk, and market makers to meet individual clients' needs in both listed and NASDAQ equities (90% of the institutional business involved NASDAQ trading) ranging from 300 to 350 OTC stocks. Responsible for sales trading coverage throughout Boston, Midwest, New York and California for clients such as Warburg Pincus, Franklin, and State of Wisconsin, producing $2 million in sales annually. Handled purchases and sales of listed, NASDAQ and arbitrage equities. Analyzed market trends and executed block bids and offerings. Communicated and evaluated day-to-day research reports, stock/industry rating changes and order flow. From March 2000 to July 2001 (1 year 5 months) Greater Boston AreaInstitutional Sales Trader @ Began as a sales assistant for 3 salespersons and the Head of Trading and Sales. Became a retail trader and then institutional trader covering major accounts. Supervised staff of three (3), in charge of training and hiring support staff. Signed off on errors, opened new accounts and monitored compliance issues. Designed, developed and implemented a commission automation system for the Chicago, New York and Boston offices. Handled calculation of syndicate book. Responsible for sales trading coverage of investment managers within Boston and throughout the United States. Doubled sales and helped to increase and maintain the firm's client base. Worked with syndicate desk in distributing IPO and secondary issues. Responsible for company buybacks and trading for top retail brokers. Held Branch Manager license - supervised traders and signed off on new accounts and errors. Responsible for Exxon (XOM) corporate buy-back. From May 1987 to March 2000 (12 years 11 months) Masters, Spanish Literature @ Harvard University From 1995 to 2000 BA, Legal Studies @ University of Massachusetts, Amherst From 1981 to 1985 Bachelor of Arts, Legal Studies @ UNIVERSITY OF MASSACHUSSETTS/AMHERSTMasters of Liberal Arts, Spanish Language and Literature @ Harvard UniversityUNIVERSITY OF VALENCIA Kim Crespi is skilled in: Equities, Investments, Series 63, Bonds, Trading, Insurance, Start-ups, Asset Allocation, Portfolio Management, Wealth Management, Asset Management, Finance, Mutual Funds, Series 7, Securities


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In a nutshell

Kim Crespi's Personality Type

Extraversion (E), Sensing (S), Feeling (F), Judging (J)

Average Tenure

4 year(s), 7 month(s)

Kim Crespi's Willingness to Change Jobs

Unlikely

Likely

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