Chris C. Email & Phone Number

Cedar Park, Tx, Us

Austin, Texas Area

• Produced and oversaw writing and production of client reports, leading to the consolidation of over $450m of clients’ funds to a new ‘wrap platform’.• Generated cost savings for the company and a significantly improved level of service for many clients, with planners freed to spend more time with clients.• Researched and created a ‘Standard Operating Procedure’ for use by Bluefin Wealth Management, created by the acquisition of other companies, with total clients' funds under management of over $800m. • Trained and mentored new financial planners joining the group.

• Provided written reports for clients and research capacity to Independent Financial Advisers.

• Provided independent advice in all areas of financial planning and was involved in the establishment of a new office in Exeter, UK.

London, United Kingdom

• Researched and consolidated information from a variety of sources to identify potential sales opportunities, to both new and existing clients.

London, United Kingdom

• All business self generated solely from cold calling and referrals. A difficult environment to work in and helped me develop a thick skin. Presented financial advice and recommendations to potential High-Net Worth clients working in the City of London financial district. In the process, I generated approximately $120,000 of gross commission business in calendar year 2000 and gained ‘competent adviser’ status.

Ma

Ba (Hons)

Btec Hnc

Education record