Jeri Crittenden

@ Retired!

Phone Number encrypt_section

Education

Western Michigan University

MBA, Finance -

Work Experience

Evanson Asset Management

2005-04-01 - 2023-06-01

Evanson Asset Management

Crittenden Consulting

1994-01-01 - 2023-06-01

Crittenden Consulting

POWER ENGINEERING SERVICES AND SOLUTIONS

2005-01-01 - 2015-01-01

POWER ENGINEERING SERVICES AND SOLUTIONS

AXA Advisors, LLC

2003-01-01 - 2005-01-01

AXA Advisors, LLC

Middlebury Institute of International Studies at Monterey

2003-01-01 - 2004-01-01

Middlebury Institute of International Studies at Monterey

Apple

1985-01-01 - 1993-10-01

Apple

Hewlett Packard Enterprise

1984-01-01 - 1985-07-01

Hewlett Packard Enterprise

GTE

1978-06-01 - 1983-03-01

GTE

Skills

Start-ups Business Planning Management Consulting Business Development Mergers & Acquisitions Executive Management Investments Strategic Planning Due Diligence Leadership Management Marketing Strategy Budgets International Business Marketing

Summary

RIA firm focused on passive investment portfolios for high net worth individuals/families. Firm manages over $3 billion of assets for clients across the US. Specialties: Passive investments using DFA, Vanguard, and ETFs; international & domestic fixed income; commodities. MBA, BBA; Previously held licenses include Series 7, 66, Life & Health license. Previous work as a management consultant included: Business & strategic plans; go-to-market plans; meeting facilitation; transition management; project management; merger & acquisition due diligence.

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