Christopher M. Email & Phone Number

Milwaukee, WI, US

• Develop personalized financial plans tailored to the unique needs and goals of medical professionals, taking into account their income levels, debt burden, and long term financial objectives.
• Provide comprehensive advice on wealth management, investment strategies, tax planning and risk management specifically geared towards the financial intricacies of healthcare practitioners.
• Offer guidance on optimizing retirement savings vehicles such as 401(k) and 403(b) plans, 457s, IRAs and other tax efficient investment options that align with your career trajectory and financial aspirations.
• Educate on wealth preservation strategies, asset protection, legacy planning and insurance coverage relevant to your profession.
• Stay abreast of industry trends, regulatory changes, and tax laws that may impact the financial well-being of health care professionals, and proactively update clients on relevant developments.
• Collaborate with other professionals such as accountants and attorneys to offer a holistic approach to financial planning that ensures all aspects of a doctor’s financial life are coordinated and optimized.

Irving, Texas, US

- Started up a new franchise and developed it from 0 to over 2000 customers in 5 years.- Built a team capable of earning over 100 5-star Google Reviews, a 5 of 5 rating on Facebook, and 4.89 out of 5 on Angi Leads (Home Advisor).- Created successful local marketing campaigns resulting in 80% growth in 2021 and 26% growth in 2022 year to date.- Utilized.

Framingham, Massachusetts, US

- Established strong customer relationship with a large LTL fleet leading to their conversion as our largest customer generating multi-million dollar revenue YOY for over three years.- Coached and developed the program management team to deliver exceptional customer service to new and existing accounts leading to a 70% conversion rate to follow on orders..

Framingham, Massachusetts, US

- Created and implemented a project management template used by all program managers to administer new fleet deployments.- Executed eight “benefit studies” with industry leading fleets that included survey development, orientation, product issue resolution and statistical analysis in coordination with Bose statistics personnel.

Lowell, AR, US

- Led a team of five managers and more than fifty drivers to ensure on time delivery and compliance with all DOT regulations for all stores and distribution centers in New England and New York City.- Managed yard operations for four distribution centers with one group of shared assets.- Called in to administer new contract calling for significant reduction.

Lowell, AR, US

- Started new account and administered all functions from hiring to routing leading to a 99.84% on time delivery rate in the first year.- Attained eight months free of preventable accidents through effective implementation of the J.B. Hunt Safety Program in the NY/NJ metro area.

Lowell, AR, US

-Organized preventive maintenance program on tractors and trailers to enable sufficient assets available to handle all deliveries with a minimum of outsourcing.-Managed 20 drivers operating in the Northeast to include routing, safety, service and disciplinary action.

Washington, DC, US

-Supervised the operation of a multi-million dollar Consolidated Reconnaissance Operations Facility in which 16 Navy and Air Force detachments were deployed for operations overseas.-Identified and corrected numerous security concerns ensuring DIA accreditation of our information facility while maintaining 24 hour operations in support of Operation Iraqi.

Washington, DC, US

-Analyzed the various threats posed by organizations and countries in the area of operations of the Amphibious Readiness Group.-Briefed command staff daily on analysis-Stood watch as Combat Information Center and Conning Officer during Operation Iraqi Freedom.

Master Of Science (M.Sc.), Project Management

Masters Of Business Administration, Business

Bachelor Of Arts, Economics