Christopher Siemer Email and Phone Number

● Account Management: Successfully managed a portfolio of approximately 120high-value client accounts, ensuring their satisfaction and maximizing revenuegeneration● Relationship Building: Cultivated strong and lasting relationships with clients, servingas their primary point of contact for inquiries, issue resolution, and strategic accountplanning● Growth and Retention: Strategically partner with clients to increase wallet share

● Spearheaded relationship between 7 key CPG accounts and vendor (Kroger) by analyzing and evaluating UPC sales trends and IRI data to meet both party's goals, maximizing shelf space and minimizing waste● Assisted assigned accounts in executing local and national marketing promotions by serving as project manager and key contact during communications, adhering to timelines, ultimately meeting vendor goals● Consistently communicated in-person and virtually with key accounts to strategize… Show more ● Spearheaded relationship between 7 key CPG accounts and vendor (Kroger) by analyzing and evaluating UPC sales trends and IRI data to meet both party's goals, maximizing shelf space and minimizing waste● Assisted assigned accounts in executing local and national marketing promotions by serving as project manager and key contact during communications, adhering to timelines, ultimately meeting vendor goals● Consistently communicated in-person and virtually with key accounts to strategize annual planning, distribution processes, and ensuring days of supply numbers were sufficient (ex. 2 days of supply for bread)● Analyzed and managed IRI data during pandemic as CPG sales in certain categories increased exponentially, such as bread ($1.5 billion+ growth), helping brands make informed decisions marketing and sales decisions Show less

● Championed implementation process and ongoing relationships with up to 80 small business accounts, working directly with owners and executive-level team members● Conducted annual compliance testing and business reviews to ensure customer and ONFS goals were aligned and met while also following ERISA guidelines ● Worked cross-functionally with internal and external stakeholders to deliver programming, process distributions, update data, and analyze solution effectiveness

Summary of Responsibilities: Responsible for spearheading timely and accurate installation of retirement plans while supporting the sales function of the Retirement Services Department. This position was also responsible for providing client service throughout the sales and installation process.Daily Responsibilities:- Analyzed and recommended the appropriate plan design and product to the sales consultant. Consulted with sales consultant and/or agent and prepared qualified plan… Show more Summary of Responsibilities: Responsible for spearheading timely and accurate installation of retirement plans while supporting the sales function of the Retirement Services Department. This position was also responsible for providing client service throughout the sales and installation process.Daily Responsibilities:- Analyzed and recommended the appropriate plan design and product to the sales consultant. Consulted with sales consultant and/or agent and prepared qualified plan proposals. Provided technical support to the agent during the sales and installation process. Provided systematic follow-up on all proposals.- Operated document and valuation software programs (Datair and Corbel). Updated software as needed. Kept all plan documents in compliance. Maintained current IRS model amendments.- Coordinated qualified proposals with non-qualified where appropriate.- Spearheaded the successful installation of all retirement plans.- Developed and monitored the installation process, managed agreed upon deliverable dates and time tables, and coordinated internal and external resources during the installation process.- Oversaw and monitored the internal and external investment set up to ensure recordkeeping and contribution requirements were met.- Independently ensured plans are in compliance with all federal and state legislation during the design and installation phases.- Consulted with all parties, producers, Trustees, CPA's, attorneys on installation and technical issues with regards to plan establishment and overall objectives.- Managed the preparation of all documentation related to plans and contracts including plan level, participant level and product level requirements. - Set the stage for post installation plan administration services.- Engaged in client and asset retention discussions.- Build relationships with Agents, CPA's, Advisors and other professionals to help further drive sales. Show less

Financial Professional- Assisted active employees and retired participants of AT&T, General Electric, IBM, Halliburton, and Disney and others reach their retirement goals. This was accomplished primarily through inbound and outbound phone calls as well as online support. Tools include a Windows based interface. Extensive use of Microsoft Word, Excel, and PowerPoint401k Specialist- Leveraged tools, laws, and formulas to help employees enroll and maintain their 401k plans. Aided customers… Show more Financial Professional- Assisted active employees and retired participants of AT&T, General Electric, IBM, Halliburton, and Disney and others reach their retirement goals. This was accomplished primarily through inbound and outbound phone calls as well as online support. Tools include a Windows based interface. Extensive use of Microsoft Word, Excel, and PowerPoint401k Specialist- Leveraged tools, laws, and formulas to help employees enroll and maintain their 401k plans. Aided customers both over the phone and online in processing mutual fund exchanges, loans, and withdrawals. Also, leveraged active listening and sales skills to recognize guidance opportunities to create leads for our sales teams.Pension Plan Specialist- Worked with employees who were near retirement to determine their retirement strategies. Engaged in in-depth conversations to determine what would provide the customer with the best possible financial situation once retired. Ran pension estimates, calculations, and initiated payments based on specific plan guidelines, and current IRS regulations.Customer Service- Connected with employees and retirees on a personal level in attempt to build a lifetime relationship. Manager Apprentice Program (Graduate)- Interviewed and selected by Senior Leadership team to become a member of the Manager pipeline. Currently participate in monthly meetings and workshops to better my leadership skills. Peer Guide- Selected by Workplace Investing Management Team to help new associates as they transition from the training room to the floor. Currently leading my fourth New-Hire class through the training process Show less

Oversaw monetary operations for the company. This included daily orders, invoices, cash drops, and cash register audits.Worked in restaurants and stands throughout the Cincinnati Zoo providing customer service.

Organized 16 individual Orientation days. Took new students and their families on a tour of campus, helped register them for classes, and participated in "Parent's Only" question and answer sessionsStudent Worker- Spoke with prospective students and parents over the phone and in person. Also took care of data entry and scheduled appointments