Christopher Bryan Email & Phone Number

Los Angeles, CA, US

United States

• Provide point-of-sale support to Private Wealth Advisors (PWA) nationally for clients and prospects with assets exceeding 25 million.
• Partner with PWA's and Private Bankers (PB) to review and optimize existing client asset allocations, portfolio construction and creating investment proposals utilizing strategies that reflect UBS Wealth Management.
• Educate PWA's and PB's on the UBS Client Experience, Wealth Management, and Financial Planning.
• Strategize and prepare PWAs to utilize UBS' expertise and capabilities adding value in every aspect of a client's financial life.
• Currently serve as an assessor for Private Wealth Accreditation.

Greater New York City Area

• Provide point-of-sale support to Private Wealth Advisors (PWA) for clients and prospects with assets exceeding 10 million.
• Partner with PWA's and Private Bankers (PB) to review and optimize existing client asset allocations, portfolio construction and creating investment proposals utilizing strategies that reflect UBS Wealth Management.
• Educate PWA's and PB's on the UBS Client Experience, Wealth Management, and Financial Planning.
• Strategize and prepare PWAs to utilize UBS' expertise and capabilities adding value in every aspect of a client's financial life.
• Served as an assessor for Private Wealth Accreditation.

• Recruited to partner with a team of Financial Advisors managing $1.1+ billion in assets that encompassed 414 client relationships.
• Contributed to a 38% annual revenue increase to $6 million by designing monthly reports to identify account conversion, fee increase, and asset gathering opportunities.
• Formulated and implemented a client segmentation strategy to optimize efficiency and customer service.
• Designed a multi-step process for the on-boarding of new clients to improve relationship management, Financial Advisor time maximization, and overall efficiency.
• Originated a proactive process to uncover assets, identify risk and strengthen client relationships by incorporating financial planning programs.
• Created risk management reports and managed investment guidelines to increase productivity, improve asset allocation, and decrease account volatility and dispersion.

• Launched Branch Analyst role at UBS's Headquarters office, working with 75 of the top Financial Advisors in the industry. My success led to the role's replication in every major market branch.
• Successfully hired, trained and managed a Junior Branch Analyst and advised each new major market Branch Analyst.
• Trained Financial Advisors in constructing optimized portfolios based on client needs, goals, and risk tolerances. Topics included manager search and selection, investment policy statement creation, proposal.
• Introduced a consultative approach to investing through the use of internal financial planning programs.

• Responsible for day to day program management of over 2,500 Financial Advisors with $10+ billion in assets under management. Responsibilities included marketing, program development, exception requests, and policy.
• Consulted Financial Advisors daily on resolving service and portfolio management issues and creating synergistic efficiencies.
• Created and implemented Performance Composites for Senior Discretionary Asset Managers, a first within the financial services industry.
• Created quantitative analysis reports for policy enforcement, including Guideline Violation, Low Velocity, Benchmarking and Account Termination Reports.