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 procurement consulting/business development model that has proved to be very effective. The model calls for all consultants to be part of a team approach for success.• 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. • Pioneered project management and execution for the internal migration of the operational platform by implementing an up-to-date computer system to digitalize 600+ accounts.• Fostered and maintained a high-performing and growth-driven environment by guiding recruiting and hiring for the trading operations department.• Leveraged high attention to detail and analytical skills to conduct account reconciliation, manage account escalations, and maintain accurate account data integrity for audit purposes.

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 manuals.-Primary resource for corporate managers, traders and analysts-Confirmed and settled all institutional trades-Responsible for the integrity of financial records for subsequent audit purposes-Organized marketing material for prospective clients

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