Christopher Umstead, Mba Email & Phone Number

Greensboro, Nc, Us

Greensboro

Acquired Clark Consulting Sept 2015

Greensboro

• Manage client reporting needs, auditing requests and overview of portfolio management.• Responsible for enhancing and developing relationships with Distribution Partners, Consultants, Bank Owned Life Insurance (“BOLI”) Law firms, Stable Value Providers and Policy Owners, as well as for answering technical and case-specific questions relating to BOLI rules and regulations.• Review client deliverables and ensure accurate and timely client reporting.• Provide dedicated client service and competent BOLI program administrative support.• Develop and maintain client relationships and ensure client expectations are met.• Further responsibilities including negotiating and drafting modifications to BOLI-related documents, including Stable Value Agreements, Investment Management Agreements and Private Placement Memorandums.• Managed Case Management areas responsible for the processing of New Business as well as the administration of Registered and Private Placement In-Force business with assets totaling $8B.

Greensboro/Winston-Salem, North Carolina Area

• Provide in depth analysis and performance reviews of client products.• Responsible for generating asset reports for large financial institution clients.• Assist account managers with portfolio management and reporting requirements

Winston Salem, North Carolina

Research of the local market.

Assisted buyer’s with entering of financial data into computer, organized and scanned all incoming product. Assisted customers in product purchases, facilitated bi-weekly team meetings, maintained win-win partnerships with vendors.

Master Of Business Administration (Mba), Finance And Financial Management Services

Bachelor Of Science, Business