Christopher M. Email & Phone Number

Los Angeles, California, United States

• Steer multi-service business opportunities through the sales cycle via integrated, purpose built processes covering deal assessment, project pricing, service term creation, contracting requirements and client negotiation. Processes connect all relevant departments as needed to optimize communication.• Create and administer operational infrastructure, including Salesforce, Asana and Timely. Principle functions are elevated to also underpin staff workflow and seamlessly connect both… Show more • Steer multi-service business opportunities through the sales cycle via integrated, purpose built processes covering deal assessment, project pricing, service term creation, contracting requirements and client negotiation. Processes connect all relevant departments as needed to optimize communication.• Create and administer operational infrastructure, including Salesforce, Asana and Timely. Principle functions are elevated to also underpin staff workflow and seamlessly connect both people and data in a more impactful way. Systems include advanced data and reporting, custom analytics and dashboards to inform decision making.• Lead general process improvements and specialized projects relating to business health and objectives, as well as cross functional team needs, including drafting legalese, project analysis, resource bandwidth assessments, team training, IT adjacent tech integrations and data analysis, HR initiatives, problem solving scenarios, etc. • Guide appropriate parties in pursuit of ISO 27001 independent audit and certification, including the development of data maps, policy review process, documents register and management, staff training and team milestone requirements. Show less

Los Angeles, California, United States

Los Angeles, California, United States

• Manage outsourced staff of approximately 120 heads. Develop their skillset for greater task penetration and utilization across client projects. Cultivate reporting and processes to ensure their efficiency as well as optimal deployment by internal teams. • Assess internal staff for efficiency, task standardization and weak points. Conduct testing, surveys and other means of information gathering to understand areas of growth. Develop new processes based on findings to increase… Show more • Manage outsourced staff of approximately 120 heads. Develop their skillset for greater task penetration and utilization across client projects. Cultivate reporting and processes to ensure their efficiency as well as optimal deployment by internal teams. • Assess internal staff for efficiency, task standardization and weak points. Conduct testing, surveys and other means of information gathering to understand areas of growth. Develop new processes based on findings to increase synergies across teams and maximize their bandwidth.• Administer Mavenlink for project and time management. Includes framework for its use along with ideal methodology to collect information and assess both project and resource health, through custom insights and data analytics. Show less

Los Angeles, Ca

• Guide directives for Operations, Finance & Client Services departments and 6 core teams. Evaluate KPI metrics, risk control and office systems. Build out operations, strategic projects and standards of practice to support 72% annual growth for a range of globally based clients.• Develop effective and efficient infrastructure for internal finances, communication and other core business processes. Analyze and take action on target areas that require improvement. • Design… Show more • Guide directives for Operations, Finance & Client Services departments and 6 core teams. Evaluate KPI metrics, risk control and office systems. Build out operations, strategic projects and standards of practice to support 72% annual growth for a range of globally based clients.• Develop effective and efficient infrastructure for internal finances, communication and other core business processes. Analyze and take action on target areas that require improvement. • Design proprietary trading algorithms for varied client investment objectives and time frames. Generate data and statistical models for financial projections. Assess and allocate resources based on budget. Audit balance sheet. Review general ledger, cash flow and income. • Prioritize client success with 100% current retention. Deliver services focused on market awareness, communication, simplified onboarding and education, regular account maintenance, conflict resolution, flexible options, innovative strategies and alpha grade returns. • Grow relationships with over 50 high profile accounts. Drive business by integrating feedback, differentiating from competition and adding value. Enhance client experience with additional services that increase profits. Teach educational and team training workshops. Show less

Los Angeles, Ca

• Executed investment decisions for nearly $10m of portfolio assets. Out-performed all Wall Street indices 2 years in a row in excess of 10:1 Hedged traditional allocations with nascent industries and technologies, emerging markets and alternative asset classes. • Combined fundamental, technical and quantitative analysis for highly precise results. Analyzed global macro-economic data and trends. Formed projections and market profiles.

Paramus, Nj

• Tailored investment and insurance vehicles into integrated strategies for accredited, retail and business clientele. Assessed clients thoroughly to make fiduciary recommendations. Expanded market expertise with professional asset managers from Goldman Sachs, JP Morgan & Fidelity.• Cultivated clients through exemplary product knowledge, presentations and regular touch point meetings. Advocated for client needs, offering alternative solutions when required. Resolved issues during and… Show more • Tailored investment and insurance vehicles into integrated strategies for accredited, retail and business clientele. Assessed clients thoroughly to make fiduciary recommendations. Expanded market expertise with professional asset managers from Goldman Sachs, JP Morgan & Fidelity.• Cultivated clients through exemplary product knowledge, presentations and regular touch point meetings. Advocated for client needs, offering alternative solutions when required. Resolved issues during and after underwriting that lead to additional business and cross sales. Show less

Maywood, Nj

• Managed daily business operations and workflow for 3 product divisions that produced over $80m in annual revenue. Maximized efficiency of core processes between 4 departments. Increased revenue by 4%, reduced budget costs by 11%, improved systems and risk control. • Serviced over 150 global company accounts at the billion and multi-million dollar level, plus 400 high volume small businesses. Adapted quickly to unique, detail specific customer needs.• Conducted supply chain… Show more • Managed daily business operations and workflow for 3 product divisions that produced over $80m in annual revenue. Maximized efficiency of core processes between 4 departments. Increased revenue by 4%, reduced budget costs by 11%, improved systems and risk control. • Serviced over 150 global company accounts at the billion and multi-million dollar level, plus 400 high volume small businesses. Adapted quickly to unique, detail specific customer needs.• Conducted supply chain management, cost projections, inventory & component forecasting and procurement. Served in additional roles such as accounts receivable & payable, general ledger, invoices, credits, reconciliation, software, builds and technical specifications. • Spearheaded international affairs, PR, ad campaigns, media marketing, graphic work and design projects for 3 major industry exhibitions. Organized 15 staff, itinerary and presentations. Show less

Pearl River, Ny

• Carried out software solution integrations, onboarding and training services for over 500 enterprise grade accounts. Provided sales support, follow-up contact, scheduling and reports. • Reduced turnover, eliminated issues and optimized client businesses by listening to feedback. Convened with staff and customers to address, mediate and form solutions for both parties.

Franklin Lakes, Nj

• Managed Clerk’s office. Aided residents with needs and department heads, including Town Administrator, CFO, Tax, Engineering, Special Projects and Legal, with respective functions.

Hasbrouck Heights, Nj

• Coordinated 8 projects centered around medical data from pharmaceutical clinical trials.• Analyzed data, maintained records and information, formed HIPAA compliant reports and updated clients.

New York, Ny

• Evaluated equities and derivative hedges, economic factors, trends, industries and financials for mid and large cap portfolios. Hybridized bottom-up and top-down research. • Assisted with valuations analysis and associated capital raise requirements for Series A, B & C funding rounds for 2 start-ups. Presented thorough reports. Generated P&L statements.

New York, Ny

• Learned financial analysis, stat modeling, options strategies, portfolio structuring approaches and investment banking. Shadowed CFO during underwriting procedures for initial offerings.

Ridgewood, Nj

• Handled all administrative functions, accounting, financials, records, staff and facilities scheduling, customer interactions, communications and reports. Maintained custody of funds.