Chris Whiting, Mba, Cfp® Email & Phone Number

St. Louis, Mo, Us

St. Louis, Mo, Us

San Francisco, Ca, Us

St Louis, Missouri, Us

Provide production support to a team of financial advisors controlling multibillion dollars in client assets under management. Drive operational excellence across shared Marketing, Compliance, Human Resources, Operations, Technology, Facilities Management and Tax Strategy services. Oversee brand positioning, process improvement, financial management and regulatory compliance. Continually evaluate technology gaps and opportunities; implement scalable automation solutions to achieve workflow and cost benefits. Direct business and technical project life cycles from inception through delivery, assuring system integrity throughout. Manage vendor relationships. • Increased efficiency and competitive strength through technology innovations. Routinely exceeded expectations regarding outcomes achieved in vendor selection, pricing and terms for mission critical products and services that increased production capabilities.• Expanded market presence, influencing 55% revenue growth. Facilitated higher sales and profit by developing and implementing long-term technology strategy based on business goals.• Author monthly Technology Newsletter. • Facilitate employee retention and talent acquisition through St. Louis Business Journal’s acknowledgment as one of “St. Louis’s Best Workplaces,” two successive years, 2014-2015.

San Francisco, California, Us

First Vice President, Manager of Application Strategy and Client Engagement (2008–2011)Vice President (1999–2008)Evaluated and aligned systems, processes and people to achieve organizational goals. Collaborated with business channel executives and departments to cultivate organizational synergies, address compliance/risk management issues and accommodate evolving business priorities. Managed multimillion-dollar technology initiatives impacting 35,000 employees nationwide.Built, tested and implemented automated systems enabling financial advisors to independently perform essential portfolio review, financial planning and performance review processes. Directed business process training designed to help advisors support clients and manage risks. • Spearheaded and executed complex business integration initiatives arising from changes in ownership of A.G. Edwards, first by Wachovia Securities and then by Wells Fargo Advisors. Combined people, processes and systems for a significantly larger organization.• Partnered with vendor to develop SmartStation desktop, enabling financial advisors and support staff to access hundreds of corporate application functions needed to serve clients.• Chaired Enterprise Data Warehouse Committee charged with building centralized data repository and creating tools to facilitate research and growth at the corporate and financial advisor levels. • Enhanced client relations with contact management solution featuring next-level technology and tracking tools. • Recognized as “Associate of the Year,” an honor extended to a select few headquarters employees for above-and-beyond performance and service, 2008. Financial Planning Supervisor | A.G. Edwards (1993–1999)Transformed what had been time-intensive manual portfolio analysis and financial planning processes into an efficient and highly successful automated process.Associate Marketing Coordinator | A.G. Edwards (1992–1993)

Master Of Business Administration (Mba)

Bachelor Of Science (Bs), Business Administration, Concentration In Finance