Evan Crowley

Sr. Product Specialist at Dasseti

Evan Crowley has a diverse work experience in the financial industry. Evan started their career at Figliozzi & Company CPAs, P.C. as a Staff Auditor, where they assisted in the construction of the HITECH EHR Meaningful Use Audit Program. Evan then became a Senior Auditor at FIGLIOZZI & COMPANY, CPAs P.C., managing a team and completing over 750 audits.

Evan then worked at TD as a Private Client Service Associate, where they were responsible for day-to-day service requests for TD Private Bank clients. Evan later became an Investment Advisor, working with high net worth individuals to meet their investment needs and develop financial plans based on their goals.

After that, Evan joined SS&C Technologies as an Associate Manager - Regulatory Solutions, where they completed regulatory filings for clients and managed junior team members.

Following their role at SS&C Technologies, Evan joined Qontigo as a Manager, then Director, and finally Principal - Solution Specialist. In these roles, they collaborated with sales and marketing teams, conducted market research, and developed new offerings. Evan also trained teams on use cases and materials for the pre-sales cycle, presented to potential clients, and designed sales collateral.

Currently, Evan is working at Dasseti (formerly Diligend) as a Sr. Product Specialist.

Evan Crowley attended the Boston College Carroll School of Management from 2007 to 2011, where they pursued a Bachelor of Science (B.S.) degree in Accounting and Finance.

Links

Previous companies

Transformação Digital logo

Timeline

  • Sr. Product Specialist

    May, 2023 - present