Christopher Millen, Mba Email & Phone Number

Market researched, initiated, developed, prepared go-to-market materials, rolled out, and managed products in accordance with Product Integration, Reporting, and Mobile strategies.• Initiated cross-division partnership and Agile developed web-based "eStatements" and printing fulfillment of investment statements. • Established and developed the Overall Reporting Roadmap for Financial Advisor (FA) client ready reporting and operations ad-hoc reporting. Agile Product Owner developed the FA client ready reporting. New $700K reporting contract with large client begun.• Defined features and managed the requirements, design, build, and client validation of a FA End-to-End investment planning, sales, and servicing workflow web and tablet prototype. The prototype's user experience design served as the best practice guideline for new web development. Demonstrated and validated the FA End-to-End value proposition to clients and product development begun.• Agile Product Owner developed IS' first iPad App "Mobile Document Delivery" with re-usable back-end API calls.• Organized research and deliverables from product teams for Unified Managed Household platform. Confirmed strategy to invest more in Household Portfolio Proposals/Reporting rather than Household driven re-balancing.• Met with Aite and CEB TowerGroup analysts to exchange information on mobility and reporting trends and opportunities. • Conducted field interviews with financial advisors, product managers, and operations managers resulting in actionable intelligence reports.• Participated in VOC user groups obtaining feedback on reporting and proposal generation. Chaired a panel of clients on Cost Basis Reporting regulations at Client Conference.• Attended and engaged with prospects at Financial Planning Association industry and Money Management Institute events; resulted in lead reports and product initiatives.

Led a team of 5 business analysts moving clients to an advanced new statement reporting system and completed ten plus customization projects with revenues of approximately $100K.• Created sales materials and led sales meetings with clients which resulted in three clients committing to and successfully converted to the new statement system.• Identified gaps, created business case, and led strategy shift towards adding significant new client self-service features to the statement system.• Partnered with a catalyst client to demonstrate the power of the new statement system in adding complex pages with complex data.

Managed a team of business analysts and oversaw and delivered Retirement’s software project portfolio. • Oversaw Retirement’s software project portfolio. Led Phase 2 requirements, development, and implementation. Wrote the BRDs for the Department Of Labor's regulatory 5500 qualified plans fee disclosure system and an IRA sales dashboard. • Wrote the BRDs, reviewed QA scripts, and planned/executed user acceptance testing as part of a new strategic insurance FA end-to-end system; managed 4 sub-streams: account (new type and paperwork), commissions, downstream systems, and scanning. • Orchestrated cross departmental teams for system changes that efficiently updated all UBS/USA software tools’ capital market assumptions and asset allocation models.

• Hand-picked to co-manage the strategic FA Managed Accounts Product Platform. Focused on overall change management, UAT and QA testing, and pilot planning phases of ten streams. Spearheaded the requirements, issues management, and prototyping of the FA-facing Front End stream. Conducted user experience testing with FAs in branches which revealed opportunities to improve the UI which were incorporated.• Managed eight business analysts and partnered with Product Management and IT; facilitated FA surveys, focus groups, and the entire SDLC of a complete re-design of a wrap fee mutual fund profiling, portfolio construction, and trading platform. The platform grew from 15.4B in assets/160,000 accounts in 2005 to 24.67B in assets/229,000 accounts in 2006.• Led integration of a Swiss-based investment models and product system into the US Front End Portfolio Construction resulting in entirely new US offering.• Developed and negotiated a vendor statement of work and requirements for the Front End tool of Strategic Wealth Portfolio, a Unified Managed Account product that combines client profiling and asset allocation with an investment worksheet of Alternative Investments, SMAs, ETFs, and funds.

Directed a team of business analysts/project managers driving multiple product platform initiatives; Oversaw yearly IT budgets.Partnered with product managers and IT to develop new systems that included:• FA-facing discretionary equity portfolio management trading system• New financial planning software including retirement and education modules• Expanded performance measurement systems with customized benchmarks and exhibits• SMA Manager Link - a link between PW operations and SMA partner managers• Managed Accounts data mart system supporting sales reporting.

Master Of Business Administration (Mba), Finance

Bachelor Of Arts (Ba), Computer Studies

Cfp Board-Registered Program, Financial Planning

CFP Board education requirements in the major personal financial planning areas, including: o General principles of financial planning o.