Christopher Whetton Email & Phone Number

New York, Ny, Us

New York City Metropolitan Area

New York, New York, United States

Denver, Colorado, United States

Provide detailed analytical, project management, and business development support for TIAA's various product management teams. Specifically:Enhance product management by generating a monthly scorecard and quarterly business review designed to advance business planning and change management strategic initiatives.Create efficiencies for product stakeholders by designing a user friendly SharePoint interface to streamline access to the most relevant data and metrics used by the product team.

Denver, Colorado, United States

Completed management training program and promoted through positions of increased responsibility for this Fortune 100 leading provider of financial services in the higher education, healthcare and governmental fields. Specifically:Improved sales of institutional retirement healthcare savings plans by utilizing Excel VBA to develop financial projection models and conduct cost benefit analyses to support sales efforts. Augmented sales strategies by identifying the top 70 target institutions for the health product sales pipeline. Ranked prospects by developing a metrics-based scoring system via data gathered through research of corporate financial statements and benefit packages.Offered new business development solutions to health care teams by conducting an extensive SWOT analysis of all healthcare related materials across TIAA. Conducted numerous presentations to senior management and suggested opportunities for overall marketing, communication and sales strategies.Provided exceptional customer service for the national call center by educating clients, executing transactions and efficiently resolving problems regarding financial products. Completed extensive training program on annuities, mutual funds, lifecycle funds and other investment vehicles.

Greater Denver Area

Led a team that created a comprehensive financial literacy program marketed to college students.Identified opportunities for increasing revenue, decreasing costs and improving the customer service experience by analyzing financial consultant sales data, and providing feedback on sales goal status.Extracted data from company software systems (Tableau, OBIE) to create weekly dashboards including compilations of financial consultant sales, client meeting, and client satisfaction numbers.

Greater Denver Area

• Packaged and shipped retail orders across the United States.• Received and stocked inventory.• Processed customer returns and customer service claims.• Assisted in major weekly shipments of kitchenware to Amazon.

Ncr - National Capital Region, Philippines

• Created Excel pricing sheets for a $138 Million government contract bid granted by the Philippine Department of Education to manufacture and distribute scientific equipment.• Created and compiled official bid documents on Microsoft Word and Excel.• Examined technical specifications for sample scientific equipment to be manufactured and distributed to more than 40,000 schools in the Philippines.• Searched for cost-efficient educational and science equipment from suppliers.

Ncr - National Capital Region, Philippines

• Created and compiled official bid documents to be submitted to the Philippine Department of Health for the construction of a medical center to manufacture and distribute a Pentavalent vaccine.• Assisted in set-up of a genomics lab at the International Rice Research Institute in Los Banos, Philippines.• Assisted in analysis of Manila public transportation and infrastructure.• Shadowed CEO of company.