Chris Greer Email & Phone Number

Redding, Ct, Us

Founded Mozz on the principle of connecting solutions and people with enterprises in need. Mozz is a marketing and sales platform that provides marketing advisory, sales advisory, and tactical support to hedge funds, banks, and technology services firms. Representing a number of innovative and game-changing providers, Mozz delivers exceptional value to its clients. If your marketing and sales efforts don't feel "quite right" or you are not getting the results you expect; its definitely your approach and Mozz will help. A key aspect of Mozz's approach is bringing together industry professionals from various fields, including investment allocators, marketing and sales professionals, and technical experts. This enables Mozz to create custom teams tailored to address the specific marketing and sales challenges faced by firms across hedge funds, banking, technology services, and specific industries.

Irvine, Ca, Us

Sales & Marketing consultant, responsible for McLaren’s enterprise sales teams globally, delivering targeted solutions and consulting service campaigns across key verticals in financial services, professional services, manufacturing, and retail. Working closely with key partners in both the professional services and solutions areas, to create appropriate messaging and helping management better market and sell their services. Leveraging a strategic approach ensures alignment with market needs, enhancing the effectiveness of McLaren’s sales and marketing efforts.

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Financial Services Global Head of InnovationReporting directly to the leader of this $14 billion business operating in over 150 countries, I leverage my background in financial services along with my marketing and sales capabilities to deliver tools and solutions that help PwC partners and teams close more business globally. Key responsibilities include collaborating with partners and sales teams responsible for the firm’s 200+ top global clients to deliver innovative talent and solutions. Additionally, I am responsible for vetting internal and external solutions and recommending which should be included in the firm’s platform.

Charlotte, North Carolina, Us

Specialized in enterprise sales and management consulting for asset managers, including long-only funds, hedge funds, and private capital. Leveraging my extensive network of investors and decades of experience in alternative sales and marketing, I helped clients significantly improve their close rates with investors. I focused on introducing managers to new capital sources and strategically positioning them to attract this capital effectively. Additionally, I advised on building robust infrastructures tailored to business needs, incorporating cutting-edge technology, and optimizing organizational structures to ensure clients were well-prepared to thrive in a dynamic financial landscape.

As a member of the leadership team, I built out the global sales and marketing effort for a family office offering innovative tax-efficient strategies to access alternative investments, ranging from hedge funds to private equity. I led the marketing and client relations for the firm, defining market strategies, crafting marketing messages, and preparing the firm to attract external capital. We successfully transitioned a $250+ million family office into an investment manager open to external investors for the first time. My responsibilities included sales, marketing, fundraising, product management, and customer onboarding.

New York, New York, Us

2008 - 2009 - US Head of Prime Finance Sales & Capital Introductions (New York)2010 - EMEA Head of Prime Finance Sales & Capital Introductions (London)2011 -2013 - Global Head of Capital Introductions (New York, London, Hong Kong)Held several senior client facing roles in Citi’s Prime Finance business, dealing with global hedge funds, sovereign wealth, endowment, foundation and corporate clients. Grew Prime Services sales by double digits and re-defined the mission and value proposition of the Capital Introductions team.

Us

Led Forest's sales and marketing, growing assets under management from $400 million to nearly $3 billion. Directed all aspects of marketing, fundraising, and client services, from onboarding to investor reporting. Established a robust network with key asset owners, including endowments, family offices, sovereign wealth funds, pension funds, foundations, and institutional investors.

As the first enterprise sales and marketing hire at Stark Investments, helped lead the firm from approximately $500 million in assets under management to well over $5 billion globally. I spearheaded the transformation of a small Milwaukee-based convertible arbitrage manager into a global multi-strategy manager. I expanded the client base to include major institutional clients such as pensions, endowments, foundations, and sovereign wealth funds worldwide. Leading a global team in sales, marketing, and investor relations, I coordinated efforts across the US, Europe, Asia, and Australia to drive substantial growth and enhance market presence.

Joined WPG, a $9 billion traditional asset management firm, and identified a unique niche in hedge funds, becoming one of the industry's first institutional hedge fund sales professionals. Successfully raised capital across the institutional spectrum, contributing to the firm’s growth which led to its acquisition by Robeco, part of Rabo Bank.

Houston, Texas, Us

This is where I gained my formative training in marketing and sales. The training I received here has had a lasting impact on me and taught me why marketing and sales are two important but vastly different aspects of the sales process. Marketing - Participating for 2 years in the Marketing Development Program, a rotational program for graduates that provided experience to different aspects of marketing within (at the time) the second largest computer company in the world. Sales - Following the MDP, I entered Digital's sale training program (one of the top three training programs in the world at the time along with IBM and Xerox). Finished #1 in my sales class of 45 people and joined the sales force selling computer solutions to colleges and universities.

Master'S Degree, Theology/Theological Studies

Bachelor Of Arts (B.A.), Economics

Econ

Education record

Bachelor'S Degree, Economics