Senior National Accounts Manager
Current
Jul 2021 - Present
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Chris Felchlin, Cfa Email & Phone Number
Senior National Accounts Manager at Victory Capital
at
Victory Capital
1 work email found
@vcm.com
2 phones found area 727 and 650
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior National Accounts Manager at Victory Capital
Location
San Francisco, California, United States
Company size
Who is Chris Felchlin, Cfa? Overview
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Quick answer
Chris Felchlin, Cfa is listed as Senior National Accounts Manager at Victory Capital at Victory Capital, a company with 325 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at vcm.com, phone signal with area code 727, 650, and a matched LinkedIn profile for Chris Felchlin, Cfa.
Chris Felchlin, Cfa previously worked as Senior National Accounts Manager at Victory Capital and Director - Independent B/D & TAMP Channel at Franklin Templeton Investments. Chris Felchlin, Cfa holds Master Of Business Administration (M.B.A.), Finance, General from Santa Clara University.
Company email context
Email format at Victory Capital
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*@vcm.com
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AeroLeads found 1 current-domain work email signal for Chris Felchlin, Cfa. Compare company email patterns before reaching out.
Profile bio
About Chris Felchlin, Cfa
I am an asset management distribution professional with deep experience across vehicle types including mutual funds, separately managed accounts, sub-advisory and ETFs specializing in asset raising via broker dealer research and model teams. My strengths include positioning asset management capabilities across a wide spectrum of asset classes, gaining trust, understanding a client’s needs and employing a consultative sales process. I put the needs of the clients and the firm first which translates into long-term relationships with colleagues and clients. I have a proven track record of winning placements and increasing assets under management for a number of asset management boutiques within the Franklin Templeton organization.With a diversified professional background, I have experience managing relationships and leading businesses focused on increasing assets in the variable annuity and wealth management channels. Working within a large asset management organization required me to develop strong interpersonal and consensus building skills.I am passionate about assisting asset management firms in telling the stories of their best in breed capabilities and increasing their assets under management and revenues.
Listed skills include Mutual Funds, Investments, Asset Management, Series 7, and 2 others.
Current workplace
Chris Felchlin, Cfa's current company
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Victory Capital
7 roles
Chris Felchlin, Cfa work experience
A career timeline built from the work history available for this profile.
Director - Independent B/D & Tamp Channel
- Co-lead a seven-person group focused on driving asset and revenue growth through independent B/Ds, TAMPs and direct platforms across a broad range of investment disciplines.
- Oversight of national account and research relationship managers.
- Worked closely with business leaders across the firm including sales, product management and portfolio management to develop and execute on a business plan for gatekeeper marketplace.
- Lead effort to launch multi-asset model solutions on TAMP & FinTech Model Marketplaces.
- Primary research relationship contact for clients including Envestnet, Advisor Group, Cambridge.
- Co-host/sponsor of annual cross-channel Global Macro Investor Conference, with 75 institutional consultants, retail gatekeepers and institutional plan sponsors in attendance.
Jul 2018 - Aug 2020
Head Of B/D Investment Platforms
Managed the team that establishes relationships and communicates Franklin Templeton's investment insights to research teams at broker dealers, private banks, TAMPs and direct platforms. Day-to day responsibility for 7 of the firm's research relationships including Cetera, Envestnet and Schwab.
Dec 2015 - Jun 2018
Head Of Investment Platform Division
Responsible for oversight of the Investment Platform Team within the Strategic Relationship Team at Franklin Templeton. These responsibilities include managing the team across the U.S. that establishes relationships and communicates Franklin Templeton's investment insights to research teams at broker dealers, private banks, TAMPs, direct platforms and.
Dec 2013 - Nov 2015
Senior Vice President, Relationship Manager - Investment Platform Division
- Managed some of the firm’s largest research & insurance relationships including Edward Jones, RBC, Wells Fargo, Allianz, Jackson National & Pacific Life.
- Oversight of discretionary and sub-advisory relationships totaling over $10B in AUM.
- Represented all Franklin Templeton branded retail asset management products.
- Won mandates across all asset classes and client types. Generated strong sales activity leading to more than $6 billion in new mandate wins with a focus on global and non-US equity strategies, global fixed income and.
- Performed competitive analysis to uncover potential mutual fund and sub-advised opportunities.
Oct 2004 - Nov 2013
National Sales Manager - Retirement Division
- Built out and led an eight-person group of relationship managers responsible with mutual fund and sub-advisory account sales in the defined contribution and variable annuity channels.
- Executed client segmentation strategy.
- Assisted business development team in driving sales to our funds and subadvised portfolios once placed on platforms.
Sep 2002 - Sep 2004
Relationship Manager - Retirement Division
- Represented and sold firm’s mutual fund, variable insurance trust & subadvised portfolios to insurance company wholesalers and financial advisors.
- Presented firm capabilities and value added content in conjunction with wholesalers to financial advisors and their clients.
Jan 2000 - Sep 2002
Team & coworkers
Colleagues at Victory Capital
Other employees you can reach at vcm.com. View company contacts for 325 employees →
CL
Christopher Loop, Cfa
Colleague at Victory Capital
San Antonio, Texas, United States, United States
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TK
Tiffany Kuo
Colleague at Victory Capital
New York, New York, United States, United States
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GC
Gong Cheng
Colleague at Victory Capital
Cleveland, Ohio, United States, United States
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GC
Gong Cheng
Colleague at Victory Capital
Cleveland, Ohio, United States, United States
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IG
Irene Gill
Colleague at Victory Capital
San Antonio, Texas Metropolitan Area, United States
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DE
Daphne Evans
Colleague at Victory Capital
Cleveland, Ohio, United States, United States
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HU
Harriet Uhlir
Colleague at Victory Capital
Cleveland, Ohio, United States, United States
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KM
Kunal Manocha
Colleague at Victory Capital
Gurugram, Haryana, India, India
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NG
Nikhil Goud Jadapolu
Colleague at Victory Capital
San Antonio, Texas, United States, United States
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GG
Gary Goska Jr.- Cima®
Colleague at Victory Capital
Greater Milwaukee, United States
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Christopher Loop, Cfa
Colleague at Victory Capital
San Antonio, Texas, United States, United States
View →
TK
Tiffany Kuo
Colleague at Victory Capital
New York, New York, United States, United States
View →
GC
Gong Cheng
Colleague at Victory Capital
Cleveland, Ohio, United States, United States
View →
GC
Gong Cheng
Colleague at Victory Capital
Cleveland, Ohio, United States, United States
View →
IG
Irene Gill
Colleague at Victory Capital
San Antonio, Texas Metropolitan Area, United States
View →
DE
Daphne Evans
Colleague at Victory Capital
Cleveland, Ohio, United States, United States
View →
HU
Harriet Uhlir
Colleague at Victory Capital
Cleveland, Ohio, United States, United States
View →
KM
Kunal Manocha
Colleague at Victory Capital
Gurugram, Haryana, India, India
View →
NG
Nikhil Goud Jadapolu
Colleague at Victory Capital
San Antonio, Texas, United States, United States
View →
GG
Gary Goska Jr.- Cima®
Colleague at Victory Capital
Greater Milwaukee, United States
View →
3 education records
Chris Felchlin, Cfa education
Master Of Business Administration (M.B.A.), Finance, General
Bachelor Of Science (B.S.), Managerial Economics
Bachelor Of Science - Bs, Business/Managerial Economics
FAQ
Frequently asked questions about Chris Felchlin, Cfa
Quick answers generated from the profile data available on this page.
What company does Chris Felchlin, Cfa work for?
Chris Felchlin, Cfa works for Victory Capital.
What is Chris Felchlin, Cfa's role at Victory Capital?
Chris Felchlin, Cfa is listed as Senior National Accounts Manager at Victory Capital at Victory Capital.
What is Chris Felchlin, Cfa's email address?
AeroLeads has found 1 work email signal at @vcm.com for Chris Felchlin, Cfa at Victory Capital.
What is Chris Felchlin, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 727, 650 for Chris Felchlin, Cfa at Victory Capital.
Where is Chris Felchlin, Cfa based?
Chris Felchlin, Cfa is based in San Francisco, California, United States while working with Victory Capital.
What companies has Chris Felchlin, Cfa worked for?
Chris Felchlin, Cfa has worked for Victory Capital, Franklin Templeton Investments, and Franklin Templeton.
Who are Chris Felchlin, Cfa's colleagues at Victory Capital?
Chris Felchlin, Cfa's colleagues at Victory Capital include Christopher Loop, Cfa, Tiffany Kuo, Gong Cheng, Gong Cheng, and Irene Gill.
How can I contact Chris Felchlin, Cfa?
You can use AeroLeads to view verified contact signals for Chris Felchlin, Cfa at Victory Capital, including work email, phone, and LinkedIn data when available.
What schools did Chris Felchlin, Cfa attend?
Chris Felchlin, Cfa holds Master Of Business Administration (M.B.A.), Finance, General from Santa Clara University.
What skills is Chris Felchlin, Cfa known for?
Chris Felchlin, Cfa is listed with skills including Mutual Funds, Investments, Asset Management, Series 7, Alternative Investments, and Fixed Income.
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