Jeffrey Crisp

Jeffrey Crisp has extensive work experience in various client service and customer success roles. Jeffrey is currently the Director of Customer Success at Advisor360°. Prior to that, they worked at Eze Software, where they held the positions of Client Success Manager, Associate Director, and Client Success Manager, Principal. In these roles, they were responsible for building and maintaining relationships with clients, providing training and guidance, and identifying cross/up-sell opportunities. Before joining Eze Software, Jeffrey worked at Brown Brothers Harriman, where they held several roles including Vice President, Client Service Manager, Team Leader, and Fund Accountant. In these positions, they managed client service teams, oversaw fund administration, built relationships with clients, and provided detailed explanations on accounting systems. Overall, Jeffrey Crisp has a strong background in client service and customer success, with a focus on building and maintaining relationships, maximizing client satisfaction, and identifying growth opportunities.

Jeffrey Crisp attended Saint Michael's College from 2000 to 2004, where they earned a degree in Business with a focus on Finance & Accounting. In 2003, they also briefly studied at Universidad de Sevilla, but did not complete a degree or field of study at that institution.