Christi Thompson Email and Phone Number
West Palm Beach, FL, US
Christi Thompson's Location
West Palm Beach, Florida, United States, United States
Christi Thompson's Contact Details
Christi Thompson work email
- Valid
- Valid
- Valid
- Valid
Christi Thompson personal email
n/a
About Christi Thompson
Christi Thompson is a Wealth Distribution Platform Specialist at TD. She possess expertise in event management, marketing planning, corporate events, wealth management, private banking and 8 more skills.
Christi Thompson's Current Company Details
Christi Thompson Work Experience Details
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Wealth Distribution Platform SpecialistTdWest Palm Beach, Fl, Us
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Wealth Distribution Platform SpecialistTd Jul 2022 - Present -
Wealth Management Business Services Manager - Florida & MidsouthTd Nov 2020 - Jul 2022
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Wealth Management Project SpecialistTd Sep 2016 - Nov 2020West Palm Beach, Florida Area
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Marketing & Special Events ManagementBmo Private Bank Feb 2009 - Aug 2016West Palm Beach, Fl• Conceptualize, plan and execute 25+ special events annually for clients, prospects and business partners. • Develop marketing programs, public relations and advertising campaign to further drive the client experience with a focus on sustainment and consistency across the business to positively impact share of wallet gains and revenue growth. • Track events for return on investment. • Vendor coordination and event expense management. • Coordination with external PR firm and internal Community Affairs for sponsorship and community involvement projects. • Act as a brand guardian to ensure adherence to established communication standards. -
Office ManagerBmo Private Bank Feb 2009 - Aug 2016West Palm Beach, Fl• Human resource and operations point of contact. • Support change initiatives for 19 team members in driving the right culture that aligns with private bank goals. • Lead and manage through influence, leveraging formal and informal structures. • Ensure team members are adhering to discipline professional and compliance standards. • New employee onboarding. • Track all paid time off and office expense management. • Administer IT needs including computers, phones, printers and copy equipment. -
Executive SupportBmo Private Bank Feb 2009 - Aug 2016West Palm Beach, Fl• Support Managing Director for financial reporting, RFP generation, sales meetings and problem resolution. • Provide support to Private Wealth Advisor with an emphasis on business development. • Perform account openings for Trust and Investment accounts, relationship review preparation, identify sales opportunities and assist with client meetings. • Support market leadership in client experience needs. • Proven collaboration with Partners (both internal and external to BMO). • Executive travel, calendar management.
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Client ServiceWells Fargo Mar 2004 - Feb 2009North Palm Beach, Fl• Served as primary point of contact for clients. • Responsible for customer service, compliance and administrative support for book of business in conjunction with Relationship Manager. • Enhanced client relationships through excellent client service and coordination of products and services in order to generate and maintain revenue. • Maintained operationally sound client files and assisted other Associates in adhering to compliance requirements. -
Sales SupportWells Fargo Mar 2004 - Feb 2009Palm Beach Gardens, Fl• Provided direct support to Relationship Manager with an emphasis on business development. Proactively assisted with business development activities. • Performed account openings, annual meeting preparation, identified sales opportunities and assisted with client meetings. • Assisted Relationship Manager with loan support duties including obtaining credit information, loan document preparation, new loan implementation and loan portfolio administration.
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Financial Center ManagerWachovia Bank, Na Jul 2002 - Mar 2004Tequesta, FlHuman Resources• Directly managed human resource processes for 9 direct reports and oversaw HR processes for team appraisals, including individual development plans, career development, interviews and disciplinary action. • Identified gaps in performance and developed appropriate plans to improve performance. • Conducted targeted selection Teller interviews for cluster. • Tracked all paid time off and teller scheduling. • Responsible for overall execution of banking policy. • Ensured compliance with internal controls, operational procedures and risk management policies.
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Financial Center ManagerWachovia Bank Na Jul 2002 - Feb 2004Tequesta, FlSales & Service• Managed $88 million book of business and team of 9 members. • Consolidated with closed branch and retained 98% of client base. • Served as empowered decision maker and escalation point for all service and operational issues. • Educated customers on full array of financial products. • Consistently created referrals to onsite Financial Advisor and Wealth Management team. • Led employees in establishing an environment that achieved sales and service performance objectives and facilitated teamwork. • Ensured financial center team knew and focused on high value customers to improve their overall banking experience and retain and grow their business. • Made outbound retention calls to high value customers and identified potential opportunities for growth of customer relationships. • Developed specific strategies and monitored progress to meet and exceed sales goals.
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Golf School CoordinatorNicklaus Companies Sep 1996 - May 2001North Palm Beach, Florida• Responsible for supervision of sales/coordination staff retailing golf school packages. • Supervised call center activity for 21 agents and day to day coordination of retail programs. • Departmental reporting including financial, call/closing ratios, enrollment reports, fulfillment programs. • Corporate client program coordination. • Integrally involved in conceptualization and development of marketing/promotion programs and brochure development. • System administrator for in-house reservation system; system design, reporting functions, database management and maintenance. • Created training manual utilized in customer service agent training. -
Client Management AssociateOverseas Service Corp Jul 1995 - Sep 1996West Palm Beach, Florida AreaAssistant Client Business Manager • Assisted in management of 2 major and 3 secondary military accounts. • Positively and proactively developed client relationship for Coca-Cola Foods and Hershey Foods Company to increase sales of product in military outlets. • Ensured that all aspects of broker program meet or exceed client expectations. • Prepared client presentations and participated in client meetings. • Assigned and disseminated sales quotas, reports, product information and sales and marketing tools to worldwide field force of 173. • Liaison between clients, field force and headquarter personnel.
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End Of Lease CoordinatorRemarketing Services Of America Mar 1990 - Jul 1995Buffalo/Niagara, New York Area
Christi Thompson Skills
Event Management
Marketing Planning
Corporate Events
Wealth Management
Private Banking
Leadership
Event Planning
Investments
Wealth Management Services
Office Management
Executive Administrative Assistance
Salesforce.com
Executive Support
Christi Thompson Education Details
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Business/Corporate Communications -
Williamsville EastHigh School
Frequently Asked Questions about Christi Thompson
What company does Christi Thompson work for?
Christi Thompson works for Td
What is Christi Thompson's role at the current company?
Christi Thompson's current role is Wealth Distribution Platform Specialist.
What is Christi Thompson's email address?
Christi Thompson's email address is ch****@****rgo.com
What schools did Christi Thompson attend?
Christi Thompson attended Suny At Buffalo, Williamsville East.
What skills is Christi Thompson known for?
Christi Thompson has skills like Event Management, Marketing Planning, Corporate Events, Wealth Management, Private Banking, Leadership, Event Planning, Investments, Wealth Management Services, Office Management, Executive Administrative Assistance, Salesforce.com.
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Christi Thompson
Founder & Ceo At Loomiti Llc - Where Ideas Take Shape | All Things Marketing - Social Media, Seo, Campaigns, Lead Funnels, Design & Content CreationMobile Metropolitan Area -
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