Chris (Cj) Fuchs Email & Phone Number

Greenville, Nc, Us

Boston, Massachusetts, United States

Boston

• Manage Regional North American Support Team: Includes managing the team to insure all service level agreements are adhered to and the proper staff are working on issues. Perform reviews and frequent meetings to ensure the team is functioning as intended. Create training materials for junior members of the team as well as new joiners to the company to familiarize them what is offered with our products. Ensure ITIL processes are followed by team members. Ensure that the Client Services and Senior Leadership Team have the information they need to manage the business and any client escalation. • Escalation Point for all NA Clients: First point of escalation for clients in North America. Responsible for managing major incidents personally, including out of ours support. Understand the clients business so we can determine the priority and drive internal prioritization off this knowledge. Able to analyze and resolve issues real time for high priority issues, while managing risk and thinking commercially as part of this decision-making process. Ensuring that my team are focusing to deliver value to the clients, both internal and external. • Global Support Escalation Point: Responsible for being an escalation point for after hours issues for Global client base. Including high priority issues, working with clients on lesser issues and making sure they are prioritized appropriately internally. This enables us to foster a trusted advisory relationship with our clients so that they know we are their advocates internally.• Client Relationship Management: Building on top of the relationships built as a Second Line Support consultant, improve both external an internal relationships. Reaching out to clients on a frequent basis to ensure we understand their business models and any issues they foresee. In working with our Client Success team, we aim to ensure that we understand our client’s priorities and how to address them.

Boston, Massachusetts

• First Second Line Support Member in North America: Created the support structure for an entire newly purchased product in a position that had never been done for Aptitude Software in North America. This included learning the program from scratch, understanding how it functioned and being able to create a program to train new employees on supporting the software. • Client Relationship Management: Created relationships with clients to maintain their satisfaction and understand their needs and product gaps. Be able to analyze the problem and give clear and concise feedback both internally and externally. • Replicate Issues and Examine Real Life Examples and SQL Code: Learning to replicate issues and problem solve complex real life examples in real time with the clients on a daily basis. Understand the code in SQL to be able to see if we can identify where the program is behaving differently than it should. Prioritize workload and escalate as necessary. • Support Projects: One of the largest aspects of this role was supporting other teams. Whether it be prioritizing something for sales, or professional services, making sure to communicate and work internally was a large aspect of this job role.

Boston

• Back Office Support: Dealt directly with the clients on a daily basis generating and answering calls and emails. Issues were broad in scope and included problems and questions with Linedata systems, software, accounting questions and how market functions will be recorded. Worked with multiple groups to ensure proper answers are given in a timely manner to the clients, supporting the back office product Linedata Mfact. Utilized and support for clients on Oracle database software and servers. Wrote SQL statements and solve issues that arise from Oracle usage. • Client Relationship Management: Responsible for listening to and analyzing each client’s needs and issues, and advising on products and services to assist them. If a client is having issues, whether software related or not, determined the cause and provided a solution that could utilize our other products or members of our team. Developed an understanding of each client’s business model so that we could accurately and completely serve client business needs. • Project Support: Made and helped rationalize suggestions for upgrades to product line software. Helped in answering development questions related to accounting issues and testing solutions. Assist in the testing and building of new software releases. • Training: Trained clients in use of new software. Provided support for all mutual fund set-up questions and different asset types that were used on the funds.

• Client Relationship Management: Built and maintained frequent, open conversation channels with internal and external clients in order to facilitate efficient, accurate and timely delivery of data and client service. Oversaw multiple groups to make sure proper oversights of all aspects of the mutual fund are handled correctly in the daily calculating of the NAVs.• Acquisitions and Conversions: Worked extensively on multiple fund conversions where we brought numerous mutual funds to State Street from outside competitors. Managed parallel processing with outside companies to ensure that the information we brought over was syncing with the current information from their current provider. Performed on-site acquisition analysis at acquisition businesses.• Fund Expertise: Worked on multiple types of funds, including equity and international equity funds, with extensive experience on accounting controls and currency translation. Also have worked on fixed income funds, money market funds, municipal bond funds and have worked with derivatives. Knowledgeable on a wide range of foreign and domestic capital gains taxes.• Audit, Internal and External: Completed multiple internal and external audits across multiple clients. • Organizational Changes: Managed one of the first groups in our business unit to convert to a new business model. Helped develop and define the Client Operations role within our business unit, which was then passed-on to other units as a model. In charge of merging accounting and custody groups under my unit head into one group, in line with the new business model. Developed the method to merge the two groups into one.• Talent Development: Selected as one of 21 managers throughout State Street to participate in State Street’s Talent Development Program. High performing managers were selected to visit 18 different business units throughout the company to get a better understanding of how State Street worked as a company.

Fund AccountingMaintain frequent, open conversation channels with internal and external clients in order to facilitate efficient, accurate and timely data delivery to the client. Served as the primary contact for Artisan since late 2008. Secondary reviewer for multiple funds, ensuring protocols are followed. Helped develop new procedures for processes that needed to be set up. Assisted in developing the procedures and checks that are in place for our group. Assisted in training personnel to new procedures. Developed and wrote procedures and overview documents for many different topics to ensure understanding of material and provide concise instructions.Created multiple linked checks utilizing Excel, NAVAlert and MCH, to verify and expedite daily work of Fund Accountants.Completed ERISA tax project, including detailed procedures to help assist in completing the reports in a timely manner in upcoming years.Selected to represent department wide fund accounting groups for training offered by NICSA. Reviewed NICSA materials and helped to determine if it would be useful to use NICSA course work for new hires or as advanced coursework for grade 10 and grade 12 employees. Presented my review to SSC managers, including the head of State Street Institute.Helped to introduce NAV Distributor system to our department and offered feedback to the development team with the goal of improving the system. Assisted in transition of Lord Abbett funds from Kansas City to Quincy office including training employees on these funds. Assisted and provided backup for other fund groups in the department.Promoted team building and helped to cross train fund accountants across the diverse clients within my group.Frequently used by Account Manager and Fund Manager to complete critical and time sensitive projects for my group, and other groups in the department.Assist in ensuring daily, weekly, monthly and yearly reviews are achieved.

Maintained daily detailed accounting records for ten mutual funds. Responsible for pricing equities and other securities.Verify NAV calculations and other aspects of the funds on a daily basis.Identify issues, and work with team members to solve problems.

Developed community through educational activity planning for a building cluster with 400 residents. Completed administrative responsibilities, including weekly community development reports and emailing residents, using Excel and Word for reporting and to perform tasks related to the job. Performed day and night duty shifts to ensure the safety and comfort of residents on campus. Served as liaison between residents and senior staff members; answered questions from parents and students about issues and concerns.

B.A, Economics

Relevant Course Work: Microeconomic and Macroeconomic Theory Introductory and Intermediate levels, Advanced Economic Thought, History.

Economics

Education record