Milton Crutchfield, Qka, Tgpc
About Milton Crutchfield, Qka, Tgpc
Milton Crutchfield serves as the Team Lead for Retirement Plan Service at The Standard, where he has worked since 2021. He has a background in financial services, with previous roles as an ERISA Compliance Analyst and Account Manager, and holds degrees in Finance and Accounting.
Current Role at The Standard
Milton Crutchfield serves as the Team Lead for Retirement Plan Service at The Standard. He has held this position since 2021, contributing to the management and oversight of retirement plan services. His role involves leading a team to ensure effective service delivery and client satisfaction in the financial sector.
Previous Experience at The Standard
Prior to his current role, Milton Crutchfield worked at The Standard in various capacities. He served as an ERISA Compliance Analyst from 2015 to 2018, focusing on compliance issues related to retirement plans. Following this, he worked as an Account Manager from 2018 to 2021, where he enhanced client relationships and satisfaction.
Education and Qualifications
Milton Crutchfield studied at Clackamas Community College, where he earned an Associate's degree in Finance in 2013. He furthered his education at Portland State University, achieving a Bachelor of Science in Accounting and Finance from 2013 to 2015. His educational background supports his expertise in financial services.
Skills and Expertise
Milton possesses advanced skills in Microsoft Excel, which are essential for managing complex financial data. His expertise lies in retirement plan services, where he applies his knowledge to enhance client satisfaction and service delivery in the financial sector.
Background in Financial Services
Milton Crutchfield has a strong background in the financial services industry. His experience spans various roles that have equipped him with a comprehensive understanding of retirement plans and client management, contributing to his proven track record in customer service.