Chris Carter Email and Phone Number
San Francisco, CA, US
Chris Carter's Location
San Francisco, California, United States, United States
Chris Carter's Contact Details
Chris Carter work email
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- Valid
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Chris Carter personal email
n/a
About Chris Carter
Highly motivated and experienced professional with extensive expertise in multi-sector sales, financial services, and strategic partnerships. Proven track record in developing and executing high-impact business strategies, managing complex negotiations, and driving significant business growth. Skilled in consultative sales, business development, SaaS and capital markets finance. Strong analytical and strategic thinker with a passion for innovation and emerging technologies. Adaptable advocate with excellent written and verbal communication skills.
Chris Carter's Current Company Details
Chris Carter Work Experience Details
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DirectorInstitutional Cash Distributors (Icd)San Francisco, Ca, Us
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Director - Western Us Sales - Cfra / Washington Analysis / Legal EdgeCfra Research Oct 2023 - PresentCharlottesville, Virginia, UsCFRA / Washington Analysis - San Francisco, CADirector of Western United States and Asia Institutional Sales / Business Development - (2023 – Present)• Lead client-facing interactions with mutual funds, asset managers, private equity, and hedge funds.• Develop strategies for client engagement and relationship management, focusing on idea generation, alpha, and risk mitigation.• Manage the BDR development program for the region and contribute to the Quarterly Business Review process.• Act as Western sales liaison to the firm’s Director of Research and a member of the Sales Enablement team.• Foster relationships with C-suite executives and portfolio managers to ensure successful clientinteractions to drive successful asset raises and ancilary investment opportunities. Networking is the lynchpin.• Proactively identify and pursue new partner opportunities, leveraging subject matter expertise to drive significant corporate alliances.• Work collaboratively with internal stakeholders to assess strategic tradeoffs and make high-judgment decisions.• Responsible for coordinating schedules and ensuring alignment across various teams. -
Business Development And Career Mentor To College Students And Recent Post GraduatesCarter Llc Sep 2022 - Present• Since kids are off to college, no more sports coaching! I now mentor college students and recent graduates in developing business acumen and career readiness.• Guide individuals in crafting their professional vernacular for success in the job market.• Collaborate with students to set goals and create actionable plans for career advancement.
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Head Of Sales - West CoastOtr Global May 2015 - Sep 2023Purchase, Ny, UsOTR is a leading platform for primary research and one of the largest channel research firms servicing the institutional investment community. Regional director and lead client sales coverage, Denver west to Asia and Australia. OTR is the largest primary research platform for the institutional community. Brought in to resurrect a once profitable region that had turned neglected by corporate. Reversed revenue decline first 6 months, grew the base revenues 25%+ the following 6 months. Pre MiFID, a team member of transition efforts to turn firm’s revenue stream from reliance on commissions and trading to a more stable and transparent system of Service Level Agreements with client base. 98% of the firms are now in annual contracts designed in kind with SAAS model thus providing a more stable and predictable / model-able revenue stream. Teamed with management peers and Director of Research to transform research product from a pure equities focus to an asset class agnostic model thus allowing the firm to expand TAM into Fixed Income, Derivatives / Synthetics and a broad push into Venture and Private Equity platforms. Consistently rank top 2 in sales performance and internal team liaison rankings all 5+ years. -
Executive Director, Institutional Equity /Derivative SalesOppenheimer & Co. Sep 2007 - May 2015New York, Ny, Us• Co head desk. Primarily responsible for team coverage of accounts from Denver - west.• Demonstrable results in primary goal: to resurrect the firm’s West Coast efforts after divestiture from CIBC.• Stabilized regional focus, maintained and grew revenues sequentially during midst of financial crisis.• Effectively market the firms multiple products, cross selling macro, technical and fundamental research.• Instrumental in firm’s success in developing China franchise with research penetration and syndicate.• Head liaison w/ NYC management re: budgeting resources, analyst time, NDR’s and sales trading collaboration. -
PrincipalCaptive Risk Partners Apr 2005 - Sep 2007 A founding member of an Alternative Risk Transfer advisory firm. Strategy was to translate financial sector experience to financing the retention of risk utilizing the captive structure. Sold company to larger risk management firm for 3X return. Managed the structured risk finance design and consulting focus for Firm’s Captive clients. Liaised between regulatory bodies, industry consultants and tax authorities on behalf of clients. Incorporated traditional banking services into firms alternative risk management product sales. Provided portfolio management strategies for assets held within the alternative captive to derive most efficient ROI within the guidelines of the regulatory requirements.
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Executive Director, Institutional Equity /Derivative SalesThe Precursor Group 2000 - 2005Technology, Media and Telecom research boutique focusing on tectonic shifts in the market place based on policy change and advents of technology. Covered Top 50 McLagan accounts, delivering upon the firm’s Tech and Telecom regulatory and fundamental related research coverage. Maintained constant revenue growth and increased the voted position of Precursor in these top 50 accounts and in II rankings. Liaised between the Research Department and Head of Sales in creating a sales methodology, culture and expression that expressly fit Precursors unique research methodology. Successfully translated policy research into invest-able recommendations for client base. Originated Firm’s platform for “special project research offerings.” Client access to FCC commissioners, tech product designers, engineers, standards bodies and product evangelists.
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Vice PresidentE*Offering Jan 1998 - Dec 2000A founding member. Participated in the creation of a new investment bank backed by Sandy Robertson, E*Trade and Softbank. Firm subsequently sold to Soundview. Was offered promotion at Soundview, chose to pursue Precursor Group. Early accomplishments included: Aiding in the NASD licensing, developing and implementing best practices to fit the desired style and message of the new brokerage, communicated to the investment community the goals and intentions of the new brokerage, and assisted in growing the sales and trading staff to 40+ personnel. Later accomplishments once B/D was functioning: Research sales in the secondary cash equity market to top 100 accounts primarily, focusing on SMID cap Technology, Internet, Healthcare Technology and Media. Held the sales liaison role to Corporate Finance Review Committee.
Chris Carter Skills
Equities
Hedge Funds
Investments
Capital Markets
Fixed Income
Series 7
Derivatives
Bloomberg
Alternative Investments
Equity Research
Portfolio Management
Investment Banking
Series 63
Chris Carter Education Details
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Uc Santa BarbaraPolitical Science And Government / Economics
Frequently Asked Questions about Chris Carter
What company does Chris Carter work for?
Chris Carter works for Institutional Cash Distributors (Icd)
What is Chris Carter's role at the current company?
Chris Carter's current role is Director.
What is Chris Carter's email address?
Chris Carter's email address is ch****@****pco.com
What schools did Chris Carter attend?
Chris Carter attended Uc Santa Barbara.
What skills is Chris Carter known for?
Chris Carter has skills like Equities, Hedge Funds, Investments, Capital Markets, Fixed Income, Series 7, Derivatives, Bloomberg, Alternative Investments, Equity Research, Portfolio Management, Investment Banking.
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