Christopher Gervaise Email & Phone Number

Cleveland, OH, US

Cleveland/Akron, Ohio Area

Internal sales consultant for the National Sales Director supporting business development goals through consultative selling techniques, appointment planning, follow up consultations, and lead generated calling effortsPositioned investment products (Mutual Funds, SMA’s) to financial advisors through various comparison toolsActively maintained our CRM.

Cleveland/Akron, Ohio Area

Development of PNC Investments due diligence process, investment themes, investment opinion, playbook, investment lists and solicitation policiesPresent investment recommendations and product additions to various committeesPerform due diligence on mutual funds, exchange traded funds, and SMA’s within PNC Investments managed account businessValidate, set-up.

Cleveland, OH

Perform due diligence on $9 Billion in managed assets. Currently cover 140 mutual funds and exchange traded funds and lead the process for new manager searches. Write field communications about manager changes, asset allocation changes and any updates in the managed account programs.

Focus on building a strong relationship with a book of client's through product knowledge, service and advice. Evaluated client's financial situation and provided solutions to meet client's goals.Provide sales recommendations of managed investment products to clients.

• Proactively worked a book of existing mass affluent clients of Bank of America, strengthening and deepening their relationship through outbound calls as well as responding to referrals from internal business partners.
• Assessed the needs of clients, identified and recommended tailored financial solutions.
• Operated in a team environment using different business partners and bank channels to satisfy client needs.
• Functioned as an Investment Champion / Team Lead where I provided investment knowledge to sixteen associates and acted as a liaison to direct management.

• Maintained and developed an existing book of Investor Resource Team clients making outbound sales calls to profile, rebalance and bring in new assets
• Used modern portfolio theory to allocate investment portfolios to meet the client’s needs and goals and implemented those plans with the use of various mutual funds, ETF’s, stocks, bonds, CD’s and separately managed.
• Answered inbound services calls, researched problems and began to develop a relationship with the client to grow the book of business.
• Updated client notes and profiles to create a seamless transition from one Financial Advisor to another.

Mba, Finance And Accounting

Dissertation Title: Semi Variance and Mean Variance Optimization: A Quantitative Analysis Exploring Semi Variance Optimization as the.

B.S., Political Science With A Concentration In Law

Activities and Societies: University at Buffalo Men's Ice Hockey, Member of the Student Association Assembly, Phi Alpha Delta Pre-Law.