Christopher Bennett Email & Phone Number

• Facilitated the integration of 140+ client accounts each year, representing $45B in assets, resulting in $2M in annual revenue for the IT&C department by optimizing client on-boarding processes.
• Analyzed and validated fee setups for more than 200 accounts per year, ensuring IT&C sub-accounts were correctly billed, thereby reducing client billing errors by 18%.
• Championed the integration of a revised statutory account model and delivered targeted training for relationship managers, successfully retaining $1 million in revenue and contributing to IT&C business segment expansion.
• Innovated and launched a pilot program for IT&C clients, enhancing on-boarding efficiency by 35%; trained relationship managers on a unified database, resulting in faster and more reliable on-line account openings.
• Delivered top-tier customer service for asset conversions by managing 125+ accounts and accelerating reconciliation reports, ensuring clients experienced a seamless and efficient process, boosting client satisfaction.
• Implemented advanced asset management protocols on the U.S. Banks platform, increasing operational efficiency by 30% and reducing asset discrepancies by 15% for financial institutions.

Greater Minneapolis-St. Paul Area

• Managed portfolio of 130 clients, securing $2M+ in tax relief annually; leveraged evolving country regulations to optimize client tax positions and maximize financial benefits.
• Generated annual tax savings exceeding $200K for a South Korean client by implementing advanced tax planning techniques and optimizing compliance with local regulations, transforming previously inaccessible.
• Spearheaded a comprehensive initiative that slashed outstanding reclaims by 75% in FY 2020, through rigorous process optimization and effective stakeholder collaboration, enhancing overall financial performance.
• Expanded business operations into Russia, collaborating with sub-custodians to facilitate tax relief; increased client satisfaction by 40% and generated an additional $2 million in revenue within the first year.
• Optimized client tax strategies through precise adjustments, deductions, and credits, resulting in annual savings of $2M to $3M across multiple portfolios. -Delivered annual tax savings of more than $200K for a client.

Greater Minneapolis-St. Paul Area

Racine, Wisconsin

• Analyzed performance data and revamped supply chain protocols, leading to a 20% increase in efficiency and reducing inventory holding costs by $150,000 per year.
• Conducted a comprehensive audit of all procedures, identified inefficiencies, and implemented measures that increased operational efficiency by 20% and reduced costs by $50,000 annually.
• Developed and led a strategic supply chain initiative, effectively aligning resources and achieving a 5% reduction in supply write-offs, enhancing overall financial performance and inventory management. Planned.

Waunakee

Oversee the development and improvement of company’s new learning products and provided training products to financial institutions across the country. Contributed to the delivery of training on various topics for financial institutions by arranging and methodically scheduling speakers. Identified new beneficial topics for employees of financial.

Finance, General

Activities and Societies: Student Investment Club

Education record

Activities and Societies: Deca, Dollars & Sense