Chris Stiman
augusta,Maine
Summary
Dynamic leader with a proven track record in the financial industry, excelling in business analysis and reporting, and renowned for exceptional customer service. Spearheaded cross-functional teams to elevate client experiences, achieving enhanced retention rates. Skilled in QuickBooks, adept at fostering relationships, and driving financial success through strategic planning and workflow optimization.
Overview
24
24
years of professional experience
Work History
Front Office Manager
Stiman Steel
11.2007 - Current
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
Senior Financial Planner
Citizens Investment Services
01.2004 - 11.2007
- Collaborated with cross-functional teams to provide comprehensive financial advice, enhancing the client''s overall experience.
- Managed complex investment portfolios, resulting in increased returns and minimized risk exposure for clients.
- Implemented tax-efficient strategies in client portfolios, optimizing savings and wealth accumulation potential.
- Evaluated insurance policies for clients to ensure adequate coverage while minimizing premiums paid over time.
Bank Branch Manager
Citizens Bank
05.2000 - 01.2004
- Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
- Led a team of banking professionals, providing regular coaching and development opportunities for career growth.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Fostered strong relationships with clients by addressing their needs promptly and providing personalized financial solutions.
Education
Bachelor of Science - Financial Management
Plymouth State College
Plymouth, NH05.1995
Skills
- Effective Multitasking
- Workflow Optimization
- Customer Service
- Customer Relations
- Inventory Control
- Skilled in Quickbooks
- Business Analysis and Reporting
- Business Planning
Accomplishments
World Class Leadership Trip WInner 2002 as one of the top five performing Bank Branch Managers for Citizens Bank
Timeline
Front Office Manager
Stiman Steel
11.2007 - Current
Senior Financial Planner
Citizens Investment Services
01.2004 - 11.2007
Bank Branch Manager
Citizens Bank
05.2000 - 01.2004
Bachelor of Science - Financial Management
Plymouth State College
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