Chris Werker Email & Phone Number

Supervisor for the Advanced Services Customer Experience Team

Lake Mary, Florida

Manage daily cash and asset reconciliation, transactions, income and expense processing, and daily NAV generation/delivery. Keep accurate accounting records, organized by specific groups of mutual funds. Define and establish exceptions, communicate effectively across member team, and ensure verified records. • Primary accountant of three money market funds on team valued at $38B+ • Led & developed key training tools for use by other fund accounting teams.

12190 Collegiate Way #140, Orlando, Fl 32826

-Promoted to a leadership position within 6 months due to high performance.-Increased client engagement by providing great customer experience.-Used GAP analysis to efficiently manage inventory.

Orlando, Florida Area

Compiled research, analysis, statistics, and forecasting for clients to expand portfolios at the top private wealth practice branch of Ameriprise Financial in the state of Florida. Supported data-driven decision making processes at quarterly portfolio management meetings. Assessed and tracked funds leveraging statistical measurements emphasizing net returns, alpha, beta, standard deviation, sharpe ratio, P/E, and quality of bond analysis in alignment with client risk tolerance.