Senior Proposal Specialist
Current
Jun 2024 - Present
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Christopher Louin Email & Phone Number
Proposal Specialist at Mercer
at
Mercer
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Proposal Specialist at Mercer
Location
Wayne, Pennsylvania, United States
Company size
Who is Christopher Louin? Overview
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Quick answer
Christopher Louin is listed as Proposal Specialist at Mercer at Mercer, a company with 22255 employees, based in Wayne, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Christopher Louin.
Christopher Louin previously worked as Senior Proposal Specialist at Mercer and RFP Specialist at Vanguard. Christopher Louin holds Master Of Business Administration - Mba, Finance, General from Villanova University.
Company email context
Email format at Mercer
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Mercer
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Profile bio
About Christopher Louin
Experienced Financial Professional with a demonstrated history of working in the Investment Management industry. Skilled in Financial Operations, Customer Service, Sales, and Relationship Management. I leverage multiple applications to provide accurate client deliverables that properly communicate company mission, investment philosophy, and product attributes. I regularly collaborate with multiple stakeholders and hold them accountable to meet project deadlines. I incorporate a risk-controlled mindset as I regularly interact with business partners to review service and product offerings, create procedures to unify data management frameworks, and participate in risk reviews for peer evaluations.
Current workplace
Christopher Louin's current company
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Mercer
8 roles
Christopher Louin work experience
A career timeline built from the work history available for this profile.
Rfp Specialist
-Crafted compelling responses for Nonprofit, Pension, and investment-only clients. Customized responses based on client goals and sales team preferences (i.e., ESG, Impact Investing, Private Equity, and Active Equity) while communicating Vanguard’s investment philosophy, mission, and values.-Created a standardized data template to improve consistent.
Dec 2022 - Jun 2024
Rfp Associate
Dec 2021 - Dec 2022
High Net Worth Client Representative
-Reviewed various investment products and services with self-managed clients. Held needs based discussions about personal financial goals.-Practiced the Miller Heiman sales framework with a focus on Personal Adviser Service (PAS).-Built relationships with clients onboarding into PAS, scheduled meetings with financial advisors and ensured clients were well.
Oct 2020 - Dec 2021
Client Representative Associate
-Worked with beneficiaries of client accounts, to transfer assets from the decedent.-Completed gifting requests for clients over the phone and through digital pathways.-Collaborated with iCOO technology team to make updates to online pathways.-Monitored daily demand and capacity forecast using historical data and market updates to effectively communicate.
Nov 2019 - Oct 2020
Cso Operations Specialist
-Processed client requests for over contributions into IRAs through excess removal and recharacterizations.-Facilitated a complete manual overhaul, by creating an assigned content tracker. -Communicated effectively with different business partners to complete client requests.-Assisted crew as a subject matter expert for our Pledged Accounts process and.
Nov 2018 - Nov 2019
Operations Associate
Jun 2017 - Nov 2018
Intern
Mayor'S Internship Program Of Philadelphi
Worked in City Hall's record department.Organized and structure internal database.Worked with team to develop LEAN training for city employees.
Jun 2016 - Sep 2016
Team & coworkers
Colleagues at Mercer
Other employees you can reach at mercer.com. View company contacts for 22255 employees →
SA
Sumit Aggarwal
Colleague at Mercer
Ghaziabad, Uttar Pradesh, India, India
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AA
Ahmet Akif
Colleague at Mercer
Zurich, Zurich, Switzerland, Switzerland
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AS
Aalok Singh
Colleague at Mercer
Bhopal, Madhya Pradesh, India, India
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PF
Patricia Farrell
Colleague at Mercer
Princeton, New Jersey, United States, United States
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FY
Filiz Yağmur
Colleague at Mercer
Türkiye, Turkey
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PD
Peter Duncan
Colleague at Mercer
Irving, Texas, United States, United States
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J(
Joelle (Bacino) Consoli
Colleague at Mercer
New York City Metropolitan Area, United States, United States
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GS
Gregg Shirley
Colleague at Mercer
Greater Boston, United States
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RR
Ritvik Ranjan
Colleague at Mercer
Noida, Uttar Pradesh, India, India
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BK
Bruce Kolb
Colleague at Mercer
Louisville, Kentucky, United States, United States
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Sumit Aggarwal
Colleague at Mercer
Ghaziabad, Uttar Pradesh, India, India
View →
AA
Ahmet Akif
Colleague at Mercer
Zurich, Zurich, Switzerland, Switzerland
View →
AS
Aalok Singh
Colleague at Mercer
Bhopal, Madhya Pradesh, India, India
View →
PF
Patricia Farrell
Colleague at Mercer
Princeton, New Jersey, United States, United States
View →
FY
Filiz Yağmur
Colleague at Mercer
Türkiye, Turkey
View →
PD
Peter Duncan
Colleague at Mercer
Irving, Texas, United States, United States
View →
J(
Joelle (Bacino) Consoli
Colleague at Mercer
New York City Metropolitan Area, United States, United States
View →
GS
Gregg Shirley
Colleague at Mercer
Greater Boston, United States
View →
RR
Ritvik Ranjan
Colleague at Mercer
Noida, Uttar Pradesh, India, India
View →
BK
Bruce Kolb
Colleague at Mercer
Louisville, Kentucky, United States, United States
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4 education records
Christopher Louin education
Master Of Business Administration - Mba, Finance, General
Bachelor'S Degree, E-Commerce/Electronic Commerce
Study Abroad Program, International Business, 4.0
High School, Business
Central Bucks East High School
FAQ
Frequently asked questions about Christopher Louin
Quick answers generated from the profile data available on this page.
What company does Christopher Louin work for?
Christopher Louin works for Mercer.
What is Christopher Louin's role at Mercer?
Christopher Louin is listed as Proposal Specialist at Mercer at Mercer.
Where is Christopher Louin based?
Christopher Louin is based in Wayne, Pennsylvania, United States while working with Mercer.
What companies has Christopher Louin worked for?
Christopher Louin has worked for Mercer, Vanguard, and Mayor'S Internship Program Of Philadelphi.
Who are Christopher Louin's colleagues at Mercer?
Christopher Louin's colleagues at Mercer include Sumit Aggarwal, Ahmet Akif, Aalok Singh, Patricia Farrell, and Filiz Yağmur.
How can I contact Christopher Louin?
You can use AeroLeads to view verified contact signals for Christopher Louin at Mercer, including work email, phone, and LinkedIn data when available.
What schools did Christopher Louin attend?
Christopher Louin holds Master Of Business Administration - Mba, Finance, General from Villanova University.
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