Summary
Overview
Work History
Education
Skills
Capabilities
Timeline
Generic

CHRISTOPHER SATLOW

Summary

Dynamic results driven Regional VP/External Wholesaler with over 15 years of progressive experience in the Financial Services sector delivering exponential sales and territory growth across multiple distribution channels Consistent top performer with a track record of earning top ranks for sales production and exceeding organizational objectives. Recognized as a trusted advisor by employing a consultative approach to relationship building and new client acquisition. Innovative problem solver with a passion for serving clients, exceeding expectations, and contributing to team success.

Overview

16
16
years of professional experience

Work History

EQUITY DERIVATIVES INVESTOR

SELF-EMPLOYED
01.2020 - Current
  • Identifying potential investment plays, employing multiple valuation methods, selecting option contracts, assessing various option risk values in response to market changes, hedging when appropriate, rebalancing, and maintaining trade and accounting records.

REGIONAL VICE PRESIDENT

JAMES ALPHA ADVISORS, LLC
01.2019 - 01.2020
  • Directed multichannel regional sales initiatives in Northern California surpassing sales targets of $25M in both Q1 and Q2 by 52% and 14% respectively despite market turmoil and economic downturn; COVID-19 pandemic.
  • Implemented CRM tools to optimize client segmentation and outreach initiative during global market decline ensuring a firm best 91% retention rate.
  • Recognized for quarterly sales target achievement and daily activity metrics while continuously offering superior service to advisors and their teams.
  • Positions eliminated following acquisition by Easterly Investments, LLC; July 31st 2020.

REGIONAL VICE PRESIDENT

NEW YORK LIFE INVESTMENTS, LLC
11.2017 - 01.2019
  • Exceeded annual sales goal by 22% and successfully transformed underperforming Northern CA territory by leveraging existing relationships and executing strategic sales plans.
  • Achieved top decile ranking in ETF Net New Asset (NNA) sales with $32M in newly acquired assets; 2018 key initiative.
  • Introduced multiple HNW advisors to NYLIM/IndexIQ’s ETF offerings resulting in exponential YOY sales growth of 139% including 82% in firms flagship Merger Arbitrage ETF.


REGIONAL VICE PRESIDENT

SQN CAPITAL MANAGEMENT, LLC.
03.2017 - 11.2017
  • Identified opportunities and significantly increased market share of SQN’s AIF V, Lp and Venture Income Fund resulting in the #1 producing territory in total assets raised within 5 months of hire date.
  • Responsible for 3 of the largest investor allocations in SQN’s AIF V, Lp since its offering period commenced; August 2016.
  • Achieved top producing territory 4 out of 8 months at SQN; June - September 2017

REGIONAL VICE PRESIDENT

SALIENT PARTNERS, LP
01.2011 - 01.2016
  • Successfully executed strategic business plan resulting in $1.24B in gross sales over a 5 year period.
  • Achieved top 3 ranking out of 15 each year as RVP in both gross and net sales: #3 ranking 2011, #2 ranking 2012, #1 ranking 2013, #2 ranking 2014, #2 ranking 2015.
  • Surpassed $150M sales goal each year including 124% in 2013, 86% in 2012; despite a reduced territory and 59% in 2011; a down year for the firm.
  • Ranked #1 in new client acquisition from 2011 through 2015 with over $500M in new business across multiple investment strategies.
  • Selected by management to revitalize underperforming territory after 2yr downtrend; successfully executed territory strategy, significantly shortened sales cycle, and dramatically improved territory ranking from #14 to #1 within 1-year; 2013.
  • Won firm wide sales competition for the newly launched Select Opportunities Fund, securing 68% of the funds total assets in just 3 months ($17 million of the funds $25 million AUM) outpacing all other territories combined

INTERNAL ADVISOR CONSULTANT

SALIENT PARTNERS, LP
01.2009 - 01.2010
  • Recognized as the #1 Internal Wholesaler/Advisor Consultant for assets raised independently with $24M; 2010.
  • Developed cold calling scripts for high value appointment setting: #1 Sales Activity Ranking; #1 Meetings scheduled with Barron's Top Advisors; 2010 firm initiative.

Education

Bachelor of Arts -

UNIVERSITY OF CALIFORNIA - SANTA BARBARA

Skills

  • New Business Development
  • Strategic Business Planning
  • Relationship building and management
  • Consultative Sales
  • Presentations Skills
  • Sales Process
  • Territory Management
  • Customer Service
  • Interpersonal Communication
  • Organizational Skills
  • Salesforce CRM
  • Financial Services
  • Investments
  • Insurance
  • Teamwork and Collaboration
  • Product Knowledge

Capabilities

  • Strong financial service background with a thorough knowledge of capital markets, investment trends, financial concepts, competitive landscape, financial advisor practices, and client service techniques.
  • Excellent business development and relationship management skills with a demonstrated record developing strategic relationships, generating opportunities, overcoming objectives, closing new business,
  • Exceptional verbal and written communication skills, able to articulate complex product features and benefits, potential portfolio synergies, and future opportunities with all organizational levels.
  • Excellent presentation skills both in creation and delivery, to current and prospective clients including presenting to groups and individuals in a clear and compelling manner.
  • Strong organizational and prioritization skills, able to manage multiple initiatives simultaneously.
  • Excellent organizational and prioritization skills, effective at managing multiple initiatives simultaneously while working collaboratively and cross-functionally with all members of an organization.
  • Highly proficient in Salesforce CRM and MS Office Suite capabilities.

Timeline

EQUITY DERIVATIVES INVESTOR

SELF-EMPLOYED
01.2020 - Current

REGIONAL VICE PRESIDENT

JAMES ALPHA ADVISORS, LLC
01.2019 - 01.2020

REGIONAL VICE PRESIDENT

NEW YORK LIFE INVESTMENTS, LLC
11.2017 - 01.2019

REGIONAL VICE PRESIDENT

SQN CAPITAL MANAGEMENT, LLC.
03.2017 - 11.2017

REGIONAL VICE PRESIDENT

SALIENT PARTNERS, LP
01.2011 - 01.2016

INTERNAL ADVISOR CONSULTANT

SALIENT PARTNERS, LP
01.2009 - 01.2010

Bachelor of Arts -

UNIVERSITY OF CALIFORNIA - SANTA BARBARA
CHRISTOPHER SATLOW