Christopher Frost, Cfa Email & Phone Number

Cincinnati, Ohio, United States

Conducting annual onsite due diligence on current subadvisors evaluating firm stability, personnel, investment discipline, infrastructure, and results.Meeting with prospective managers and evaluating strategies while storing notes, materials, and assessments in eVestment’s research management tool.Conducting manager research for prospective subadvisors using eVestment and scoring strategies using quantitative proprietary Touchstone screens and qualitative assessment results.Supporting sales representatives with their inquiries about Touchstones subadvisors or funds that they receive from advisors in the field.Creating analytical materials for marketing summarizing manager evaluations and quarterly and annual fund and market performance.Planning intern development and workflow timeline while monitoring performance and providing support.

Covington, Kentucky, United States

• Combining fixed income market knowledge with an in-depth understanding of Fidelity’s guidance offering to create and implement customized fixed income solutions for our clients• Executing and soliciting trades for fixed income products such as corporate and municipal bonds, treasuries, agencies, and CDs.• Building bond and CD ladders for our clients and financial consultants• Partnering with other functions and roles within the organization to drive additional business

• Building and having fast-growing customer relationships by identifying customer’s need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services• Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.• Partnering with other functions and roles within the organization to drive additional business• Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads• Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry

• Received Excellence in Action quarterly award for being a leader on the team in metrics and for help training newer members of the team.• Engage with customers via inbound calls, respond to their inquires which may include providing product and service level guidance, processing market transactions including options, equities, mutual funds and fixed income trades and other specialized monetary requests• Deliver efficient and responsive resolution for various client situations. Own the management of each case, research issues and communicate solutions to clients• Uncover opportunities and identify products and services that will enhance the client’s financial success, and partner with Financial Consultants to implement strategies with the client• Collaborate with internal business partners to research and resolve complex client requests

Covington, Kentucky

• Received multiple Customer Experience and Impact monthly awards for customer satisfaction and efficiency as a High Net Worth representative• Twice recognized as a monthly “all-star” for being a top performer for the month across all teams in the High Net Worth role

▪ Provided expertise on inquiries pertaining to retirement, taxation, and stock markets▪ Utilized available resources, including Fidelity.com and a Microsoft Windows-based workstation to execute trades and account distributions, provide account balance and transaction information, discuss Fidelity's wide range of products and services, and provide market news and quotes to customers

Remote

Helped manage the eccommerce website as part of a two man team. Added products and checked sales trends as well as inputting pricing and discounting items.

Maryland Heights, Mo

Organized and linked an inventory management system to an e-commerce website.

Bachelor'S Degree, Finance, General

Activities and Societies: Sigma Phi Epsilon Minor: Leadership Concentration: Investment Management

Education record