Christopher Maliff Email & Phone Number

Florida, United States

Fisher Investments is a privately owned, independent money management firm with more than $100 billion dollars in assets under management for more than 40,000 private clients and hundreds of institutions, world wide. 401(k) Solutions provides high touch service and customized, innovative solutions for small businesses and their employees

Greater Denver Area

Primary client resource for the service and support provided to retirement plan relationships including design and product consultation, communications, plan administration, testing and overall service integrity. Facilitate ongoing relationship meetings with committees, boards and consultants to assess the impact of plan recommendations and determine next.

Greater Denver Area

Develop and retain existing base of 35 relationships consisting of bundled and unbundled defined contribution plans, foundations/endowment and investment management services accounts.Actively promoted and increased business development in the Denver market through meetings with prospects, responses to proposals, presentations to consultants, law firms and.

As Team Leader for the Kansas City Institutional Trust group, provided direction for client servicing team, implemented business plans and restructured available resources for the Kansas City office.Oversaw 45 prominent Kansas City Metro relationships ranging from $3 million to $200 million in assets and generating $1.2 million in revenue. The.

Direct all facets of thirty-four corporate relationships ranging from $5 million to $65 million in assets primarily utilizing bundled retirement plan services. Advised and recommended plan design and product enhancements to company boards and committees, created and presented educational seminars, coordinated and conducted client facing annual investment.