Christopher Vasseur Email & Phone Number

Florida, United States

Florida, United States

Miami, Florida, United States

Miami/Fort Lauderdale Area

Miami/Fort Lauderdale Area

Miami/Fort Lauderdale Area

• Successfully passed the Salesforce Advanced Administrator and Platform App Builder Certifications• Currently continuing my studying for other Salesforce Certifications.• Participated in Salesforce Instructor Mike Wheeler’s ‘Launch Your Salesforce Career’ Bootcamp• Continuing Trailhead study completion

Chapel Hill, Nc

IT Systems Administrator • Extensively researched and implemented a complex software conversion project. Engaged in contract negotiations with software providers and integrated services from multiple vendors to provide a consolidated ecosystem.• Successfully implemented a paperless office and transitioned to cloud-based storage to expand abilities to review client information from any location and reduce downtime that arises from equipment malfunctions.• Instructed clients on proper use and navigation through their client portals. • Maintained, updated and purchased all software and hardware equipment.• Provided technology support including hardware repair and software troubleshooting. Operations Manager • In 2016, helped lead the highly-complicated reorganization of the practice into a full Registered Investment Advisor (RIA) platform, falling now under SEC jurisdiction.• Managed the strategic planning and tactical implementation of policies and procedures used in the development, deployment and execution of business plans and strategies.• Interviewed, hired and trained staff on security, compliance, policies and procedures.• Reviewed staff performance and provided coaching and mentoring; insuring assigned goals are met and/or exceeded.• Performed administrative duties including trading, correspondence, business submission, product illustration development and client billing processing.Chief Compliance Officer • Designed and implemented compliance procedures and practices to keep in line with SEC regulations.• Performed audit procedures to verify controls are operating effectively through testing.• Administered an ongoing training curriculum for all members of the firm, including managing partners.• Utilized advanced technologies to track practice wide email and social media for violations of policies.• Reviewed and approved all marketing and advertising initiatives.

North Andover, Ma

• Successfully managed and operated my own financial planning practice.• Counseled high net-worth clients regarding investment opportunities, risk analysis, and monetary returns.• Consulted with clients to delineate and analyze their financial situations and develop strategic solutions to further their financial-planning goals.• Developed client base through network and seminar marketing.KEY ACHIEVEMENTS: Received a President’s Recognition Award for quality of advice in financial planning.

Lowell, Ma

• Performed all facets of sales process (selling, financing, paperwork and delivery) and acquired extensive training in sales techniques.• Led and trained fellow sales consultants on improving sales techniques and procedures.• Assisted in advertising decisions (product placement, presentation, print advertisements).