Christopher Webb Email & Phone Number

Chatham, Ontario, Canada

Chatham

Building an ever-growing book of HNWIs, pitching and closing 90+ clients, and building a $35M+ portfoliowith $400K+ in annual revenue. Analyzing client needs, identifying short- and long-term goals, and developing tailored financial plans,including investment, trading, insurance, and retirement. Providing bespoke investment products based on objectives and risk tolerance, ranging from structurednotes to individual stocks, bonds, GICs, ETFs, and mutual funds. Conducting extensive research and due diligence across various asset classes to uncover investmentopportunities. Proactively mitigating and controlling portfolio risk, tracking risk alerts, and leveraging various riskmanagement tools to reduce positions and retain balance during extreme market events. Onboarding, training, and mentoring new hires, empowering the team to capitalize upon opportunitiesthrough relationship selling, and helping boost team performance Compiling reports and providing regular updates to clients on investment strategies, capital markets,and changes. Strengthening long-lasting client relationships based on trust and respect, maintaining a 99% retentionrate while establishing a solid pipeline of referral business.

Leamington, Ontario

Initially joined as a Commercial Manager, attaining promotion to Senior Account Manager focusing onthe agriculture sector, and rising through the ranks to Sr. Account Manager (Agriculture) due toexceptional performance. Oversaw an established book of 50+ key accounts with $200M+ in credit and deposits while activelypursuing new business, building an ever-growing pipeline via prospecting, networking, and marketingin a highly competitive territory, and sustaining a 30%+ YoY growth in credit and deposits. Shaped long-range strategic planning, partnering with branch leadership in strategizing and executingdata-driven sales, marketing, and business development initiatives to propel revenue. Led new business acquisitions, uncovering client needs, identifying key decision-makers, suggestingtailored credit products (term loans, lines of credit, leasing, mortgages), delivering engagingpresentations, articulating value propositions, and winning 10 high-value accounts of up to $20M+ inapproved credit. Conducted credit reviews, analyzed financial data to assess creditworthiness and evaluate risk factors,facilitated the approval process, and enabled compliant and risk-averse decision-making. Coordinated thorough market research to outline the trends and forces shaping the territory, identify,and seize new business development opportunities. Cultivated and maintained productive relations with key client decision-makers via regularengagement and proactive account management, sustaining 100% retention and 100% customersatisfaction. Planned and executed tailored plans across accounts to enable up/cross-selling, enhance accountpenetration, and maximize revenue, further catalyzing sales Exceeded all goals and KPIs and routinely ranked as the top banker in the region, winning the RBCPerformance Cruise.

Chatham

Windsor

Internship

University Of Windsor

University Of Windsor

Windsor, Canada

Hensall, Canada

Bachelor Of Commerce (Honours), Economics & Finance

Electrical Engineering, Robotics Technology/Technician, 3.8

Education record