Christopher Roberts Email & Phone Number

Dallas, Tx, Us

Dallas, Texas, United States

Recognized experts in bankruptcy services, forensic accounting, expert testimony, asset valuation and fraud analysis. Our experienced team of financial forensic specialists work closely with attorneys, financial advisors, and business leaders to create tailored solutions and simplify often complex data.

Dallas, Tx

Identified and developed distribution networks. Strategic management of all marketing initiatives and marketing personal. Established marketing budget, negotiated with vendors, and performed media buys. Maintained client relationships achieving year-over-year growth. Reported to, and advised, CEO and principals on performance of marketing and distribution networks, and industry trends. Consistently utilized ability to identify value added opportunities within the company to create successful… Show more Identified and developed distribution networks. Strategic management of all marketing initiatives and marketing personal. Established marketing budget, negotiated with vendors, and performed media buys. Maintained client relationships achieving year-over-year growth. Reported to, and advised, CEO and principals on performance of marketing and distribution networks, and industry trends. Consistently utilized ability to identify value added opportunities within the company to create successful outcomes for all stakeholders. Show less

Dallas-Fort Worth Metroplex

Joined one of the top financial advisors in the country (recognized in the top 1% in the country by Allianz Life) as the in-house marketing director. Responsible for all marketing avenues, campaigns and CRM system installation and management. Streamlined in-house client services, budgeting and portfolio tracking to maintain constant contact with clients. Responsible for vetting insurance products and carriers, reporting directly to CEO and principals. Worked directly with clients to… Show more Joined one of the top financial advisors in the country (recognized in the top 1% in the country by Allianz Life) as the in-house marketing director. Responsible for all marketing avenues, campaigns and CRM system installation and management. Streamlined in-house client services, budgeting and portfolio tracking to maintain constant contact with clients. Responsible for vetting insurance products and carriers, reporting directly to CEO and principals. Worked directly with clients to maintain, expand, and strengthen client relationships. Organized, produced and speaker for a multitude of trade expo booths and forums as well as small and large group seminars. Directly involved in all planning and implementation phases of investor meetings from initial planning, strategic alliances, and media campaigns for advertising to being speaker at and meeting directly with investors. Show less

Houston, Texas, United States

Developed & implemented strategic growth plan for nationwide organization dedicated to helping producers grow their financial services business. Collaborate with CEO and President to cultivate new relationships with insurance carriers and agents, manage growth of new marketing and recruiting division, and design formal training programs for internal marketing consultants and external agents. Supervised marketing consultants while mentoring the highest-producing independent agents across the… Show more Developed & implemented strategic growth plan for nationwide organization dedicated to helping producers grow their financial services business. Collaborate with CEO and President to cultivate new relationships with insurance carriers and agents, manage growth of new marketing and recruiting division, and design formal training programs for internal marketing consultants and external agents. Supervised marketing consultants while mentoring the highest-producing independent agents across the country (based on national annuity and life production). Created a comprehensive marketing plan, including digital marketing, direct mail campaigns and various multimedia marketing and brand building initiatives to enable the company to share its story to prospective agents, advisors and carriers nationwide. Opened satellite offices in Tennessee, Colorado and second home office in Dallas to develop core markets with sustainable growth. After growing production by more than 500%, collaborated with CEO and principal to sell off the company to national marketing organization. Show less

Dallas, Texas, United States

Promoted to leverage industry sales, marketing, and financial management background to develop and supervise new marketing and recruitment team and provide ongoing leadership to elite producers. Developed sales, product, and motivational training programs to strengthen the recruiting and marketing teams. Generated financial and budget reports for CEO, President, and VP.Drove more than $160 million in annual sales revenue in 2005, personally accounting for $120 million in production by… Show more Promoted to leverage industry sales, marketing, and financial management background to develop and supervise new marketing and recruitment team and provide ongoing leadership to elite producers. Developed sales, product, and motivational training programs to strengthen the recruiting and marketing teams. Generated financial and budget reports for CEO, President, and VP.Drove more than $160 million in annual sales revenue in 2005, personally accounting for $120 million in production by providing strategic and tactical guidance to premier producers. Acted as a liaison between the CEO, President, VP and recruiting, sales and marketing teams to ensure that day-to-day activities and results aligned with long-term strategic and budgetary goals. Show less