Christopher M. Rizzi
Chicago Heights,Illinois
Summary
- Sales management professional with over 30 years in business, finance and management roles.
- Demonstrated passion for building relationships, cultivating partnerships and growing sales.
- Outstanding record of achievement for sales revenues, market penetration and territory growth.
Overview
35
35
years of professional experience
Work History
Regional Sales Manager
ALPS Mutual Fund Services
07.2018 - 05.2023
- Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships covering Illinois, Missouri and Wisconsin.
- Developed and maintained positive relationships with clients covering Wire House, Regional, Independent and RIA's (RIA's $1 billion AUM and under).
- Successfully sold all ETF and MF portfolios with emphasis on Alternatives and Fixed Income products.
Regional Vice President
Touchstone Investments
11.2014 - 11.2017
- Successfully sold all MF portfolios covering Illinois and Missouri with emphasis on Equity and Fixed Income.
- Built relationships with strategic partners covering Wire Houses, Regional and Independent Advisors.
Regional Sales Manager
ALPS Mutual Fund Services
07.2010 - 11.2014
- Finished first in total sales since joining in 2010 .
- Developed and maintained positive relationships with clients while covering all Wirehouse, Regional and Independent Advisors in Illinois. Missouri, Wisconsin and Ohio.
- Successfully sold all ETF and MF portfolios distributed by ALPS with emphasis on Alternatives and Fixed Income.
Regional Vice President
Transamerica Capital, Inc.
01.2009 - 07.2010
- Recruited to develop and expand the existing Bank Channel.
- Acted as a producing mentor to existing Bank Channel Wholesalers while covering Illinois, Missouri & Indiana and selling all MF products.
- Won "Best Public Speaker Award" at National Sales Meeting.
Regional Marketing Director
Lincoln Financial Distributors
08.2002 - 01.2009
- Created innovative strategies to drive customer sales in the Wirehouse, Regional and Independent Advisor firms covering Illinois, Missouri and Indiana.
- Successfully sold all MF and SMA portfolios with emphasis on International and Fixed Income portfolios.
- Member of the Wholesaler Advisory Council while finishing in Top 3 of sales every year..
Regional Vice President
The Pioneer Group
04.1998 - 08.2002
- Successfully sold all MF and VA portfolios with emphasis on Equity and Fixed Income.
- Aligned organizational objectives with company mission to increase business growth and integrate work strategies in all Wirehouse, Regional and Independent Advisor Firms covering Illinois, Wisconsin, Iowa and Missouri.
- Finished in Top 3 every year in combined MF and VA sales.
Financial Advisor
First Colonial Investment Services
06.1988 - 04.1998
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Education
No Degree - Economics
The University of Chicago
Chicago, IL05.1988
Skills
- Obtained Certified Investment Manager Analyst (CIMA) designation through IMCA and The Wharton School of Business
- Obtained the Accredited Investment Fiduciary (AIF) designation through The Center of Fiduciary Studies
- Obtained NASD Series 7, 63 and 65 Licenses
- Sequoia System Wholesaler Training
- Fusion System Public Speaking training
Personal Information
- Married with three children.
- Certified Scuba diver and weekend golfer.
Timeline
Regional Sales Manager
ALPS Mutual Fund Services
07.2018 - 05.2023
Regional Vice President
Touchstone Investments
11.2014 - 11.2017
Regional Sales Manager
ALPS Mutual Fund Services
07.2010 - 11.2014
Regional Vice President
Transamerica Capital, Inc.
01.2009 - 07.2010
Regional Marketing Director
Lincoln Financial Distributors
08.2002 - 01.2009
Regional Vice President
The Pioneer Group
04.1998 - 08.2002
Financial Advisor
First Colonial Investment Services
06.1988 - 04.1998
No Degree - Economics
The University of Chicago
Similar Profiles
KETAN PALIWALKETAN PALIWAL
Manager at HSBC Mutual Fund(Merger With L & T Mutual Fund)Manager at HSBC Mutual Fund(Merger With L & T Mutual Fund)
Ralph DsouzaRalph Dsouza
HR Associate at SBI Mutual Fund (TeamLease Services)HR Associate at SBI Mutual Fund (TeamLease Services)
Christian Dale SalasChristian Dale Salas
Accounting Support at Pag-Ibig Fund Home Development Mutual FundAccounting Support at Pag-Ibig Fund Home Development Mutual Fund
Ramona BarteeRamona Bartee
Master Assosiate Teacher at Carole Robertson Center For LearningMaster Assosiate Teacher at Carole Robertson Center For Learning
Fernanda S. VazquezFernanda S. Vazquez
Classroom Assistant at Flossmoor Montessori SchoolClassroom Assistant at Flossmoor Montessori School