Chris Walsh Email & Phone Number

New York, Ny, Us

Greater New York City Area

Focuses on developing long-term relationships and partnerships with financial intermediaries and firms. Helps provide Vontobel's quality growth strategies to both institutional and retail end-users. Spearheads sales business strategy and execution for multiple market segments to help increase AUM, and maintain positive fund flows. Seeks to execute the company vision to acquire new clients and provide exceptional customer service for current clients.Drives results as both an individual… Show more Focuses on developing long-term relationships and partnerships with financial intermediaries and firms. Helps provide Vontobel's quality growth strategies to both institutional and retail end-users. Spearheads sales business strategy and execution for multiple market segments to help increase AUM, and maintain positive fund flows. Seeks to execute the company vision to acquire new clients and provide exceptional customer service for current clients.Drives results as both an individual contributor and as a team player and helps bring Vontobel’s unique products and approach to market. Contact me to find out more on +1 (212) 415-7067 or chris.walsh@vusa.com. Key accomplishments1. Responsible for clients that represent 30% of Vontobel Quality Growth Boutique’s assets2. Foster key strategic relationships3. Help build a bridge from clients to our investment thought leadership Show less

Greater New York City Area

Developed the vision, and implemented a new sales and service model in 2010 to cover the defined contribution and sub-advised markets consistent with the firm’s philosophy and quality reputation. Led the firm’s closed-end origination strategy, packaged strategically as a sub-advised solution. Leading revenue producer at firm, and personally-responsible for coverage of over 1/3 of the firm's AUM.

Generated new revenue for the firm by developing revenue from first time clientele in an investment market place. Started new operating division at the firm focused on Defined Contribution-Investment Only (DCIO) and Sub-Advised sales opportunities. Worked collaboratively with the CFO to determine appropriate economics of strategies. Increased sales profitability.

First sales executive to join new operating division, CDC IXIS Intermediary Services to enhance/build the firm’s in intermediary defined contribution, defined benefit, 457, variable annuity sub-advised and mutual fund channels. Pursued clients aggressively with a strategic “quality over quantity” distribution approach. Managed sales team that consistently delivered record results for the firm.

Created new business for the organization, focused on defined contribution plans. Worked closely and collaboratively with clients to get closer to financial goals via needs analysis and consultative selling approach.

Responsible for extensive recordkeeping, technical consulting and client management.

Managed New York City headquarters general affairs and provided Aetna’s largest client with quality investment management services. Managed team of 4 sales representatives.