Santa Clara University

Biography

Zackary Crumpton, CEP, Senior Manager of Client Management - E*TRADE

Zackary has over 20 years of experience in the financial service industry where he held various roles with increasing responsibilities. Zackary currently is a Senior Manager of Client Management for E*Trade Financial Corporate Services. In his current role he executes B2B tactical plans in-line with strategic directions, service models client retention and sales strategy to grow the business. In addition, he collaborates with legal, accounting, compensation benefits and consulting firms in the stock plan industry to develop successful and solid business relationships to better service mutual clients.

Zackary spearheaded efforts for the CEPI to undertake the research and publication of the Guidance Procedure System (GPS), a landmark research project designed to provide guidance on risks and appropriate controls for stock plan administration. Zackary currently serves on the GPS research project Board of Review.

Zackary has a Master of Business Administration from Golden Gate University. He attained the CEP designation and is currently a member of the CEPI Advisory Board at Santa Clara University and past Chair of the Advisory Board. He is also a member of the NASPP, GEO, and NCEO.

 
Printer-friendly format