Chris Pham Email & Phone Number

United States

Carmel, Indiana

Cincinnati, Ohio

GE Corporate Certifications:Capital Budgeting-Capital Allocation-NPV-IRR-Discounted Payback Period-Profitability Index

Louisville, Kentucky Area

-Security Valuations (Stocks, Bonds, CDs, CPs, Municipalities, etc.)-Volatility Testing-Commodity Pricing-Cash Flow Hedging-Derivative Valuations and Modeling

Louisville, Kentucky Area

Developed a monitoring model to track movements between firms for financial advisors.Created a new method of relationship management through the creation of a database and dashboard to organize retirement plans for upper level management reporting. The tool used one to one relationships and one to many relationship in order to display data based on Financial Advisor, Team, or Client Service Manager to increase visibility across the team. Met with the Vice President of Client Services and Director of Client Services on a daily basis to discuss future projects and implementation.

Louisville, Kentucky Area

Developed a versatile and user friendly tool for the finance team to report GE’s share of the industry, GSB/GDM/Units sold and V%s within a metropolitan statistical area for a given fiscal week range.Presented the new reporting method to over 50 GE executive staff members. I was awarded 1st in content overall and 3rd in presentation quality overall in the evaluation.Managed over $13 million in accrual adjustments weekly & consumer rebates excessing $19 million annually. Performed administrative support on promotion expenditures along with sales campaigns.

Gathered funds from investors, managed and distributed funds amongst employees and ROI to the investors.Raised 35% more than the initial fundraising goals, and worked with legal counsel on investor legal agreements.Performed quality vs. cost based analysis, selected production materials and services by the balancing the cost and performance quality of the materials. Reduced cost, increased quality.Managed a research team in acquiring recording talent, marketing and promotions through the public broadcasting stations, online advertising, social media, and developed a creative way to advertise to college students through labeled red solo cups.Delegated tasks through licensed security, supervisors, and employees including handling all travel arrangements for staff & talent.