Christopher Dobbins Email & Phone Number

New York, NY, US

• Alternative Fund Services | Product
• Oversee strategic planning and direction for BBH’s alternative fund services, managing the alternative product roadmap.
• Enhance standards, protocols, and processes to drive the evolution and improvement of operating models for alternative funds and asset managers.
• Guide clients and internal teams through complex fund transactions, developing and implementing innovative, long-term solutions to achieve clients’ goals and objectives.

New York, NY, US

• Alternative Investor Services | Transfer Agency
• Oversee transfer agency operations and act as the senior point of escalation for BBH’s alternative asset clients (Hedge/PE/RE).
• Lead the investor services team in managing investor on-boarding, trade processing, register maintenance, investor and client reporting, regulatory reporting, and other administrative functions.
• Develop and implement service level standards, processes, and workflows internally and in collaboration with clients.

Boston, Massachusetts, US

• State Street Global Services | Alternative Investment Solutions | International Fund Services
• Lead multiple alternative asset (Hedge/PE/RE) investor services teams to ensure coordinated efforts that achieve annual and quarterly financial and operational targets.
• Maintain strong relationships with key alternative asset clients through regular meetings and forums, fostering effective communication and client satisfaction.
• Oversee and approve internal, client, and investor reporting to ensure all fund activities are accurately recorded and comply with established policies, procedures, and governing documents.

Bridgeport, CT, US

• Manage community banking office focusing on business development, community networking, employee mentoring, and operational efficiency.
• Foster a team-oriented sales environment through behavioral coaching and skill development, including prospecting, profiling, overcoming objections, negotiation, team selling, closing sales, and requesting referrals.

Peabody, MA, US

• Build and manage community banking office including business development, community networking, employee mentoring, and operational efficiency.
• Cultivate team oriented sales environment through behavioral coaching and skill development including prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale, and asking for.

Boston, MA, US

• Manage efforts of banking branch staff while achieving sales goals, generating revenues, and maintaining operational efficiency.
• Develop staff sales behaviors through proactive coaching and one-on-one development sessions.
• Provide comprehensive financial guidance through client-focused discussions.
• Develop and implement innovative, long-term strategies for achieving client goals and objectives.

Boston, Massachusetts, US

• Financial Advisor responsible for building a clientele of professionals, executives, and business owners.
• Assisted clients in achieving financial goals and objectives through developing personalized, comprehensive financial solutions.
• Specialized in wealth accumulation, estate preservation, retirement planning, education savings, and risk management.

Boston, MA, US

• Outbound sales role responsible for creating revenue generating opportunities by uncovering customer needs and matching those needs with suitable products, research, and services.
• Engage clients in financial planning conversations to analyze their financial situations and to make recommendations for plan improvement and success.
• Merrimack Site Call of the Month winner February 2008

Providence, Rhode Island, US

• Managed efforts of 7-person sales staff while meeting established branch sales goals and maintaining operational soundness.
• Provided an outstanding service experience establishing quality account relationships through uncovering customer needs and exceeding customer expectations.
• Achieved 210% of individual sales goal 2005.

Bsba, Banking/Finance

Business Administration And Management, General