Chris Candelaria Email & Phone Number

California, United States

San Francisco Bay Area

F2 Strategy provides consulting services globally to support executives within the Wealth Management, Family Office, RIA, TAMP, and Bank Trust space, helping enterprises align their technology and data platform needs with the experience their clients expect.

San Francisco Bay Area

• Championed the bank’s customer experience strategy by working with business partners who service customers and build products by developing and implementing insight and measurement tools enabling for improved customer.
• Facilitated consultation and workshops with lines of business regarding the digital platform, dashboards, customer insights and reporting, and analyzing machine learning text analytics to identify themes around.
• Managed the day-to-day relationship with the platform vendor and coordinate with Bank of the West’s technical and data teams to enhance data integrations and process automation related to the dissemination of customer.
• Participated in customer experience initiatives and projects across the bank, sharing best practices in order to shine the light on platform results, KPIs, and identify strategic initiatives that will assist in.

San Diego, California

• Created and drove LPL’s strategy and roadmap as it related to the execution of enterprise-wide improvement initiatives.
• Delivered enhanced advisor experiences as measured by KPIs (NPS, CES, CSAT) for more than 17,000 advisors by partnering with data scientists to synthesize and translate advisor experience data into manageable and.
• Led a cross-functional, high-performing agile team that focused on technology enhancements, process re-engineering and optimization, and improved advisor experience, to make LPL a leading financial services firm in the.

San Jose, CA

• Led development and execution of Loring Ward's short- and long-range technology and service roadmap focused on advisor experience, process automation, and service excellence.
• Partnered with business and vendors to design, build, and implement end-to-end SaaS-based technology and service solutions supporting 200+ RIAs, 75+ broker-dealers, and thousands of advisors, spanning portfolio.
• Facilitated Voice of the Customer meetings to ensure strong relationships, identification of issues, and transparency of roadmaps.

San Francisco Bay Area

• Provided leadership and facilitated innovation and transformation across portfolio rebalancing and trading solutions for a $100B+ private wealth management RIA and broker-dealer.
• Led and managed teams to create an industry-leading digital wealth management platform providing next-generation tools and investment products.
• Implemented new SaaS-based IPS/proposal, Rep-as-PM and Unified Managed Account (UMA) trading technology solutions, migrated 300+ geographically dispersed advisors, client support analysts, operations staff, and traders.

San Francisco Bay Area

• Established vision, set strategy, and implemented MyVest Advisors, SEC-registered investment advisor and subsidiary of MyVest Corporation.
• Managed day-to-day operations and trading for platform's investment advisory business. Defined platform vision, managed regulatory framework, and founded department.
• Established processes and procedures and launched critical efforts to align platform with market needs.

San Francisco Bay Area

• Led operations and technology efforts to manage and drive efficiencies across operations, portfolio management, and trading teams.
• Managed risk and audit oversight, operational processes, technology, and relationships, with outsourced service providers supporting North America, EMEA, and APAC transition teams.
• Managed investment technology projects within division, communicated procedures and enhancements, and aligned projects with strategic and tactical objectives, maintaining robust and consistent controls.

San Francisco Bay Area

• Designed, implemented, and managed Natixis’ investment platform, providing Overlay Portfolio Management (OPM) and investment advisory outsourcing services to distribution partners and advisors.
• Partnered with investment strategists, third-party vendors, and distribution partners to implement and launch new advisory products and services.
• Led and coached team of more than 35 FTEs responsible for day-to-day operational support and oversight of custodial and strategist relationships, new account workflow and administration, reconciliation, corporate.

Greater St. Louis Area

Mba, Business Administration

B.S., Business/Economics