Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
LEADERSHIP ACTIVITIES AND VOLUNTEERING
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Christian Lewis

Merriam

Summary

Dynamic financial professional with extensive experience in financial planning, investment strategies, and client relations. Proven ability to leverage analytical skills and strategic thinking to deliver customized financial solutions that meet diverse client needs. Robust understanding of market trends and risk management ensures informed decision-making and optimal outcomes. Committed to fostering long-term relationships through exceptional service and a deep dedication to client success.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Client Business Management Consultant

American Century Investments
04.2022 - Current
  • Flash Report: Delivered comprehensive monthly business reports across Intermediary, PFS, and Global Institutional channels to executive leadership.
  • Joe’s Deck: Delivered monthly business reporting and analytics across all business channels, meticulously packaged in PowerPoint presentations.
  • JT Report: Coordinated and mastered the process of providing a comprehensive overview of all sales team members and their attributed sales, including Avantis, NA/PD, DCIO, WM, PFS, OCIO, and GI-Direct, delivered to the CEO.
  • Ameriprise Campaign Reporting: Compiled and analyzed data from 500 AMPF advisors, detailing their corresponding sales and activities.
  • Merrill Lynch Outcome Activity Reporting: Compiled a monthly report detailing all activities, matched with advisors’ CRE and Office Code.
  • Daily Average Attributed Sales Summary Analysis: Compiled monthly report, presented to Senior Sales Leadership.
  • Week in Review: Delivered a comprehensive weekly recap to the CEO and senior executives, detailing the pipeline, purchases, redemptions, net investment, and all significant flows and actuals exceeding $25M for the week.
  • Years of Industry Experience: 10

Business Consultant II

American Century Investments
02.2021 - 04.2022
  • SPC Asset Flow: Delivered a meticulously accurate monthly recap of significant upcoming and historical flows.
  • Sales Goal Setting / Business Planning: Collaborated with various business partners and coordinated with VPs to establish team-level goals.
  • Compiled and delivered the official Global Institutional Deck, which includes detailed monthly sales, activity, traffic light metrics, and pipeline data specific to our Global Institutional channel leaders.
  • Facilitated the onboarding of new team members by providing comprehensive insights into the business channel.
  • Meticulously documented all reporting processes, ensuring comprehensive coverage of several critical procedures.
  • Collaborated with our Technology Consultant, Tableau Dashboard expert, and IT team in several working sessions to resolve upstream data issues.
  • Routinely consulted with stakeholders to ensure all reporting needs for our internal and external clients were thoroughly met.

Business Consultant I

American Century Investments
01.2019 - 01.2021
  • Accurately completed or partnered to complete 60 operational tasks, including 17 daily/ADHOC, 7 weekly, 1 bi-weekly, 11 monthly, 14 quarterly, and 10 annually.
  • Developed a method to obtain PAS SLA’s and present them in a user-friendly pivot table and trend line document for leadership review.
  • Formulated and documented a method to track Envestnet’s advisory bills paid versus the Mgt Fee Reimbursements paid to clients.
  • Pulled and processed various reports, relaying pertinent details to internal and external business partners.
  • Monitored outgoing transfers, ensured clients received fee waivers, validated financial plans, and reviewed daily sweep allocation reports.
  • Updated and disseminated PCG AUM monthly holdings and weights from the ENV Platform to internal business partners.
  • Facilitated weekly PCG Support meetings to ensure the dissemination of updates, enhancements, and communications to the correct PCG business partners.
  • Led weekly Envestnet vendor meetings to address ticket root causes, resolutions, and future preventive actions.
  • Managed the implementation of tactical and strategic rebalances of the PCG models by partnering with the internal vendor management team and Multi-Asset Strategy team.
  • Ensured Envestnet, PAS, and MoneyGuide external business partners met SLAs, tracking them in trend lines on a quarterly basis.
  • Partnered with internal teams, IT, and external relationship managers to resolve open technical tickets related to the Envestnet Platform.
  • Processed corrections for internal or external errors preventing timely funding and investing of PCG assets.
  • Reviewed weekly/monthly/quarterly release notes from vendors and wrote test scripts for quarterly Envestnet R1 to R4 releases.
  • Validated and processed Quarterly Mgt Fee Reimbursement, Advisory Fee Billing, and Custodian Fee Billing processes.
  • Member of AIC’s Associate Advisory Council, meeting monthly to work on PFSCO’s larger projects and programs.
  • Member of American Century Emerging Professional BRG, recently requested to assist with leadership following the departure of their co-lead.

Client Relations Specialist / Sr. Specialist (Brokerage)

DST Systems
05.2014 - 01.2015
  • Analyzed, anticipated, and identified customer needs and recommended innovative solutions while utilizing IDIRA, SD2, Powerselct, 3270, SUI TA2000 Mainframe, and Microsoft 360.
  • Consistently researched and resolved system and project issues reported by clients each week, ensuring timely delivery within the allotted timeframe.
  • Communicated with institutional clients through calls, emails, and meetings regarding software installs and cross-selling enhancements for DST interfaces: TA, TRAC, and SUI.

Finance Assistant Intern

Show-Me Habitat for Humanity
08.2013 - 01.2013
  • Obtained $25,000 in funding support for home development projects through grant writing.
  • Assisted the store manager with inventory control, sales, and optimal pricing for products.
  • Ensured satisfaction of customers and donors through daily interface in person and on the telephone.

Education

Bachelor of Science - Business Administration

University of Missouri
Columbia, Missouri

Skills

  • Operations management
  • Business analysis
  • Organizational development
  • Continuous improvement
  • Vendor collaboration
  • Stakeholder relations
  • Attention to detail
  • Excellent communication
  • Written communication
  • Financial software proficiency
  • Sales expertise
  • Customer service
  • Multitasking and organization

Accomplishments

Team Player Award 2016 and 2017 for excellent service internally and externally.

Certification

  • CMFC 2016 - Present
  • FINRA Series 6, 63, 7, & 65 2016 - Present
  • Health & Life Insurance Provider License 2013
  • Volunteer Service Award with Service Learning 2013

Timeline

Client Business Management Consultant

American Century Investments
04.2022 - Current

Business Consultant II

American Century Investments
02.2021 - 04.2022

Business Consultant I

American Century Investments
01.2019 - 01.2021

Client Relations Specialist / Sr. Specialist (Brokerage)

DST Systems
05.2014 - 01.2015

Finance Assistant Intern

Show-Me Habitat for Humanity
08.2013 - 01.2013

Bachelor of Science - Business Administration

University of Missouri

LEADERSHIP ACTIVITIES AND VOLUNTEERING

  • Associate Advisory Council 2020 to 2023
  • ACI’s Emerging Professionals BRG 2020 to Present
  • Junior Achievement Volunteer 2020 to Present
  • DST Ambassador 2015
  • Alpha Phi Omega Service Fraternity 2012 - 2013
  • MU Entrepreneurs 2011-2013
  • Merit Badge Counseling 2012

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