Christopher Louin Email & Phone Number

Wayne, Pa, Us

King Of Prussia, Pennsylvania, United States

Malvern, Pennsylvania, United States

-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 messaging related to our investment products. -Organized and led strategy sessions with broader institutional business partners to form a unified strategic plan and held team accountable for various deadlines throughout the sales process. -Monitored the institutional sales inbox for any new RFPs or questions. Worked with multiple business partners to make sure work was properly aligned based on deadlines and capacity. -Reduced risk through individual RFP reviews focused on accurate content and proper formatting with a focus on communicating a more compelling Vanguard story.

-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 prepared. -Evaluated client asset allocation and estate planning goals.

Malvern, Pa

-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 volume changes to the affected teams.

Malvern, Pennsylvania

-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 redesigned our form with marketing team.

Malvern, Pennsylvania

Philadelphia, Pa

Worked in City Hall's record department.Organized and structure internal database.Worked with team to develop LEAN training for city employees.

Master Of Business Administration - Mba, Finance, General

Bachelor'S Degree, E-Commerce/Electronic Commerce

Deans List 2015 - 2016. Royal Experience Program.

Study Abroad Program, International Business, 4.0

Traveled to Maynooth Ireland to study International Business and Irish Literature going into my Junior year of college.

High School, Business

Activities and Societies: Member of National Honor SocietyNational Honor Society Member. Key Club Member.