Christopher Stokes Email & Phone Number

Charlotte, NC, US

Charlotte, NC, US

• Collaborate with GBAM stakeholders and technology to ensure the accurate flow of client data across the organization
• Drive innovative technology solutions through thought leadership on emerging trends
• Share project solutions and outcomes with colleagues to improve delivery on future projects
• Conduct discovery exercises, write requirements & design documentation, and coordinate delivery of the solutions

Berlin, Berlin, DE

• Manage 900mio € worth of retail deposits for 11 European financial institutions by developing funding strategies based on current economic conditions, market trends, and customer behavior
• Forecast and model fixed-term deposits to determine interest rates and maturities to meet clients’ short and long-term liquidity demands
• Collaborate with Clients, Sales and Marketing to develop market entry strategies illustrating funding proposals and concepts to ensure stable deposit volumes

Hamburg, Hamburg, DE

• Develop financial reports for senior management and external investors
• Evaluate internal business processes, discover areas for improvement, develop and implement optimizing solutions
• Create content for social media channels providing company updates and stock and crypto-currency price and volume performance

Charlotte, NC, US

• Analyze and redesign existing reports into powerful storytelling data visualizations using Tableau, providing senior management with more visibility into their teams daily operational tasks
• Propose process flows and operational strategies to streamline tasks promoting efficiency
• Optimize reporting from largely manual data entry practices to automated processes by consolidated overlapping tasks from various lines of business
• Document business requirements to ensure the proper data is delivered to internal and external auditors

Charlotte, NC, US

• Revise standard operational procedures improving data accuracy and consistency for several applications storing KYC information
• Document daily procedures and processes to decrease the number of operational errors
• Liaison between operational and technology teams to develop data governance practices and tools enhancing internal application workflows
• Ensure the accurate processing of corporate actions, including the proper authorization of all corporate actions events leveraging Bloomberg Terminal and S&P Global

Fort Mill, SC, US

• Develop and manage MS Access databases gathering corporate actions for various exchanges globally
• Analyze, interpret and convert statistics into charts and graph summarizing my findings to management
• Develop and maintain the research team’s procedure documentation, including authoring procedures that adhere to federal rules and regulations

• Deliver personalized investments solutions to help clients work towards their long-term financial goals
• Recommend financial products & services suitable to clients' needs
• Develop and deepen client relationships alongside my mentor
• License in Virginia Life, Annuities & Health Insurance

Master Of Business Administration (M.B.A.), Leadership And Finance

Bachelor Of Business Administration (B.B.A.), Business Administration; Economics

Associate'S Degree, Accounting And Business/Management

Advanced Diploma, General Studies