Chris Jones, Cfmp Email & Phone Number

Roswell, Ga, Us

Tiburon, Ca, Us

At K.B.J. Sustainability Consulting, we empower business and government leaders toward a sustainable future.* A Women and minority-owned, based in Atlanta, GA.* Specialize in Renewable Energy and Cyber-Security Solutions & Services.* Expertise in commercial to utility-scale solar and EV charging infrastructure* Maximizing project incentives and grants for more profitable, resilient ROI’s.* Strategic partnerships, where exceptional service and customer experience truly set us apart.* Align growth with environmental stewardship and long-term success.* Inclusive, efficient, and affordable solutions.Let’s power your projects—sustainably and securely. Reach out today!

Austin, Tx, Us

Senior Regional Manager of new Q2 Digital Banking Transformation & Commercial Innovation Partnerships. Primary engagement team leader, coordinating consultative advice in collaboration with C-Level Executives at banks and Credit Unions headquartered within the U.S. Southern Plains & Rocky Mountain Region. Leveraging Q2's:- Vast Thought Leadership resources, - Comprehensive valuable data aggregation, - Fully integrated Machine Learning & Artificial Intelligence - Optimized retail & commercial virtual banking experiences- Proven best in class industry innovation tools that increase profitability & efficiencies customer/member engagementAll with the end in mind of helping our clients become a primary financial institution of choice within the communities that they serve.

Austin, Tx, Us

SVP Client Development, Sr. Regional Manager leading new Q2 | PrecisionLender Commercial Banking Innovation Partnerships for the Mid-Atlantic & Southeastern US. Empowering commercial bankers and line of business leaders of community & regional FIs to build stronger and more profitable client relationships that are optimal for the FI and the customer. Not just another pricing model.... Q2 | precisionlender's highly vetted solutions suite includes the world's most advanced commercial banking sales enablement SaaS platform. Starting with robust data aggregation, we then utilize integrated machine learning and artificial intelligence to empower bankers with in the moment market & portfolio insights to win more profitable deals by structuring deals are best for both the FI and the client relationship.Last year, more than $3 Trillion in deals was priced through our platform globally. Leveraging the largest Corporate & Commercial Banking data set in the world, more than 140 of the world's top performing banks and CUs have 15,000+ Relationship Managers and Line of Business Leaders utilizing our solutions - everyday. The secure links below provide direct feedback from our customers on WHY Q2 precisionlender is the best partner for Corporate & Commercial Banking Growth & Innovation.

Plano, Texas, Us

Leading enterprise data analytics & CRM/MRM software solutions selling and consulting managed services engagements across 8 states as primary subject matter expert (SME) generalist. Calling on C-Level executives at Banks and Credit Unions to consultatively perform comprehensive needs analysis. Providing the correct combination of software solutions and other strategic consulting based upon robust discovery and collaborative solutions planning to serve the enterprise in reaching and exceeding its strategic growth, increased efficiencies, and optimized revenue goals.

Milwaukee, Wisconsin, Us

Primary Subject Matter Expert (SME) working with Executives at top Community Banks and Credit Unions at Raddon, a Fiserv Company. Originate consulting solutions engagements in the areas of growth strategies, marketing plan development/execution/fulfillment, customer/member acquisition strategies, and sales team performance optimization. Successfully facilitated relational cross-sales of data analytics, SaaS and PaaS.• Drove post-performance analytics sales activities and strategic webinar marketing execution via consistent follow ups that identified solutions needs at the C-level, resulting in increased sales and contributions to revenue production that exceeded projected targets.

Milwaukee, Wisconsin, Us

Leader of Survey Solutions Line of Business inside & direct sales activities, and relationship management initiatives at Raddon, a Fiserv Company. Worked with Executives at top 200 banks and top Credit Unions as primary Subject Matter Expert (SME). Provided insightful use cases to position best solutions for value & ROI. Facilitated compelling informative webinars to grow Consumer and Employee Insights and Experience Research ROIs. • Delivered positive impact on revenue and growth objectives. Facilitating and supporting the cross-sales of other consulting solutions, data analytics, Enterprise SaaS and PaaS.

New York, Ny, Us

Led Engagement and Relationship Management initiatives that created a Consulting Research Partnerships Line of Business. Engaged practice leaders at top financial industry consulting firms, top 250 US law firms and C-level executives at financial institutions via discovery calls that identified gaps in competitive data, voice of the consumer, software and other industry research needs. As the premier provider of competitive rate and fee intelligence, sales and service CX/UX evaluations, post-transaction and loyalty survey research, regulatory compliance testing, industry and peer bench-marking, and lead generation services. We delivered accurate and timely research, market information, insightful analysis, and targeted GAP Analyses with tactical recommendations to help our client partners make more profitable business decisions and recommendations. • Led creation of two new verticals in the consulting and legal industry space, and consistently ranking top 3 in sales production nationwide.

New York, Ny, Us

Producing leader of inside & direct sales activities and Relationship Management initiatives with top financial institutions above $2B in assets across 8 states. • Consistently ranking top 5 in sales production nationally.

New York, Ny, Us

Producing leader of the direct & inside sales and marketing execution of enterprise competitive intelligence data and research consulting for top 200 US banking institutions above $750M in assets across Mississippi, Alabama and Georgia. Engaged executives and key decision makers, Delivered on-site presentations, provided appropriate use cases, and worked deals from origination through to close. • Consistent recognition as top 10 in sales production nationwide.

Munich, De

Insurance and investment products marketing consultant via successful Inside Sales & Relationship Management at GamePlan Financial division of Allianz.

Hicksville, Ny , Us

Inside & Direct Sales, banking and consumer & small business lending, successful sales team management & coaching. Bronze Award Winner for branch performance.

New York, Ny, Us

Direct Sales, Account Management, and Investment Portfolio Growth & Performance Management. Relationship/Customer Success Management, VALIC Financial Advisors.

New York, Ny, Us

Inside and Direct Sales of investments, retail & small business banking, consumer & small business lending, and investment & insurance solutions at WM Financial Services/WAMU - now Chase Bank. Go to sales coaching resource for branch network staff. Top Team Player Award (GA)

Us

Founding Member, Senior Relationship Management team for E*Trade Corporate Services. Sales and Client Relationship Management as well as investments trading for Corporate Executives and other Rule 144 individuals.

Us

Inside Sales and Client Relationship Management as well as investments trading for ETRADE Premier Services Clients (Formerly Club ETRADE).

Mclean, Va, Us

Acquire, cross sell, and retain relationships with premier retail & business customers via highly successful inside and outside sales for 45 branches across 4 states (LA, AR, TX, MS).

Major Coursework, Bachelor Of Arts (B.A.), Political Science/Pre-Law

Aba School Of Bank Marketing And Management At Emory University