Christopher Rich Email & Phone Number

Austin, Texas Metropolitan Area

• SPI’s Senior Consultants lead client account teams for specific clients. Each Senior Consultant is responsible for overseeing an account team’s efforts to meet various clients’ expectations. SPI has developed a.
• Delivered consulting related to business development for clients targeting the government sector; relationship building, reviewed proposals, and provided procurement support.
• Deployed exceptional communication skills to build relationships with and introduce clients to key public sector decision-makers to identify opportunities and support client needs.
• Steered and coached teams to guide strategy development and ensure alignment with client objectives; aligned agency champions with budgets and legislative appropriations
• Facilitated the development and implementation of robust action plans to meet contractual commitments to assigned clients while maximizing satisfaction, retention, and success.

Austin, Texas Metropolitan Area

• Spearheaded business development and strategic planning, overseeing and coaching a team as a key company leader; led lead generation, email campaigns, cold calling, and reporting.
• Promoted continuous improvement and consistent growth by building the sales process from scratch and implementing a customer relationship management (CRM) system.
• Coordinated cross-functionally with the operations team to meet customer expectations and establish the organization as a trusted representative.
• Assisted with securing non-dilutive capital by guiding the identification of solicitations, pre-bid support, proposal writing, government contract management, and post-project expansion.
• Communicated with clients weekly, connecting each with opportunities to win federal contracts, focusing on SBIR, STTR, OTA, and BAA programs.

Austin, Texas Area

• Cultivated relationships with clients and consultants and leveraged existing relationships to introduce clients to new investment products to drive business growth.
• Optimized service delivery and client relations by conducting outreach to explain complex recommendations and decisions regarding trades in client accounts.
• Assessed trends to detect, forecast, and mitigate risk and build strategic plans to improve the client’s understanding of the firm’s positioning in anticipation of global market movements.
• Orchestrated quarterly teleconferences to conduct future-market projections, review past quarterly performance, and analyze account positioning to align the client for success.
• Directed the trade settlement department for a $13B investment firm, managing office and trade settlement operations.
• Strengthened custodian and broker relationships by identifying and resolving trade differences in over 1,200 daily trades, including reconciliation discrepancies.

Greater Boston Area

-Managed the daily back office operations for a $600 million investment management firm.-Firm employee number 7. Created and crafted the responsibilities of the position.-Built out back office operations.-Project Management- upgraded entire trade settlement software.-Hired and trained new employees.-Wrote and established back office procedures and.

Greater Boston Area

-Worked with investment managers on client's behalf-Researched accounting discrepancies-Worked in large team environment-Completed 7 week intensive financial training at State Street Institute

Master'S Degree, History

Bachelor'S Degree, History

Activities and Societies: Pi Alpha Theta- History Honors Fraternity