Chris Sheridan, Crps® Email & Phone Number

United States

Kansas City Metropolitan Area

As Client Relationship Manager for the Midwest Region, I'm heavily engaged with our plan sponsor clients in the areas of retirement solutions, plan review, personalized service, and building strong relationships with decision makers.- Build and maintain long-term relationships with clients and key personnel.- Conduct plan review meetings with clients.

Kansas City Metropolitan Area

Served as Vice President, Retirement Plan Services for KS and MO in the areas of business development, retirement plan consulting on plan design, provider capabilities, fees, compliance, and product developments. - Lead new business expansion and identified profitable cross-sell opportunities with other USI lines of business.- Developed USI producer.

Kansas City Metropolitan Area

As a Retirement Plan Sales Consultant - Group Accounts with Mutual of America Financial Group, I covered the KS and MO territory. My primary emphasis was on the solicitation and procurement of new group accounts as well as the marketing and distribution of additional investment products. - Retirement plan sales and active consultation with clients and.

Kansas City Metropolitan Area

Served as a client advisor for 7-branch network in Kansas City metro in the areas of investments, insurance, trust services, financial planning, and risk management. Additionally, responsible for business development and community brand management activities. - Recognized by senior leaders for implementing activities that built relational trust across.

Kansas City Metropolitan Area

Partnered with external wholesaler to sell key funds and promote value add services within territory, utilizing consultative sales process with extensive outbound calls and follow up.- Assisted in the quarterly planning sessions for the development of business planning and territory management.- Collaborated cross-functionally with the Fund Analysis team.

Kansas City Metropolitan Area

Oversaw client relationship management and business development for existing clients within the Private Banking LOB in order to gain Wealth Management business.- Developed and implemented a prospecting model used to qualify leads with private banking clients in order to grow wealth management business.- Managed the day-to-day operational needs for a book.

Kansas City Metropolitan Area

Served as an external wholesaler for the Midwest territory that covered Kansas and Colorado. Primary firms covered were Edward Jones, Waddell & Reed, Ladenbury Thalmann (Securities America, Triad Advisors, Investacorp), Cetera, Advisor Group, Woodbury Financial, Cambridge, with a primary focus on independent financial advisors.- Led the management of a.

Kansas City Metropolitan Area

Partnered with external wholesaler covering New York City territory - primary focus was on all wirehouse firms utilizing consultative sales process, extensive outbound calling, and consistent follow up.- Received extensive sales and public speaking training.- Awarded Top 3 Internal Wholesaler recognition based on activity and sales results.- Promoted to.