Chris Spence Email & Phone Number

I am a highly organized and motivated self-starter with over 15 years’ experience in the financial services industry as both a financial advisor and government relations professional. I am consistently recognized by peers and management for my ability to coordinate and execute advocacy efforts designed to educate federal legislators and regulators about policies that would improve the lifelong financial security of our not-for-profit sector clients. I am also an exceptional writer and oral communicator with the ability to analyze complex concepts and present them in a clear, simple and easily understood manner.SKILLS AND ACCOMPLISHMENTS- Outstanding writing and presentation skills frequently leveraged by executive management to communicate key issues to internal and external audiences- Broad knowledge of the financial services and banking industries with a specific focus on tax and retirement security policy- Understanding of how the legislative/regulatory process can effect positive policy changes- Experience building and maintaining relationships with key policy makers - Detail-oriented and organized with a proven ability to work independently, drive timely project completion, and deliver a high-quality product- Worked with think tanks to develop and publish policy papers focused on retirement plan design and retirement security- Created and maintained a library of fact sheets utilized by government relations and business colleagues to introduce policy makers, clients, and business prospects to the organizationPUBLICATIONS- Lessons for Retirement Plan Design from the Nonprofit Sector (Better Days, February 2011)- Increased Longevity and the Annuity Solution: How Retirement Policy Reforms Can Reduce Longevity Risk (TIAA-CREF Institute Policy Brief, May 2010)

Listed skills include Financial Services, Retirement, Policy, Leadership, and 48 others.

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  Rowan University

  Communications/Journalism