Shelley Crumpton

Continuous Improvement Specialist

Shelley Crumpton is a continuous improvement specialist at 1st Global, where she manages user access to various tools necessary for affiliated advisors, creates and maintains necessary forms for account-related activity, assists with systems reporting, and provides productivity reporting.

She began her career at 1st Global in 2006 and previously served as a new accounts specialist, a trader and approver for Fund/SERV® (a central processing system for investment product transactions between fund companies and distributors), a new accounts senior specialist, and an operations consultant.

Shelley received her Bachelor of Arts degree from Stephen F. Austin University and has passed her FINRA Series 7 exam. She enjoys that her line of work in the financial services industry allows her to test systems and work to resolve any issues that she discovers.