CHRISTOPHER MICHAEL MCCREA
Centennial,CO
Summary
Resourceful investment professional with over 10 years of experience supporting financial advisors and clients. Dedicated to prudent investment management practices with extensive understanding of asset allocation, equities, fixed income, alternative investments and risk management. Successful at providing exceptional client service and building personalized client relationships.
Overview
7
7
years of professional experience
Work History
Sr. Director, Investment Specialist
Aegon Asset Management
11.2017 - Current
- Support a $26 billion book of business across retail wealth management, defined contribution plans, defined benefit plans and institutional clients with an emphasis on client retention and net new asset growth
- Develop strong relationships with financial advisors, investment analysts, key account managers, research teams, and wholesalers across the institutional, intermediary, and consultant channels to drive sales of AAM fixed income products and solutions
- Leverage a deep understanding of varying broker dealer, RIA, family office, pension plan, and sub-advisory business models to help design sales strategies and investment vehicles including mutual funds, collective investment trusts, institutional separate accounts, and custom LDI/CDI solutions
- Collaborate with sales associates, client service professionals, portfolio managers, research analysts and marketing associates to position and differentiate AAM products through thought leadership creation and competitive analysis
- Deliver the firm’s message on investment philosophy, investment process, research framework and portfolio construction methodology
- Keep up to date with and communicate new developments in macroeconomic, public fixed income, private credit, and equity markets in addition to discussing trends in the financial services industry with key clients and prospects
Portfolio Strategist
Jackson National
06.2016 - 11.2017
- Bolstered financial advisor understanding of various asset classes, macroeconomic topics and investment vehicles to help service their clients
- Served as a liaison between the asset management team and field wholesalers to help drive sales and simplify complex investment themes
- Crafted the firm investment message by improving the investment acumen of the sales team
- Traveled with field wholesalers across the country presenting market updates, investment ideas and education topics in front of large groups and individual financial advisor and client meetings
Education
Bachelor of Science - Business Administration
Elizabethtown College
Licenses And Certifications -
CFA, CAIA, FINRA Series 7, 63, 65, 24
Skills
- Financial Services
- Investments
- Asset Allocation
- Economics
- Sales
- Presentation skills
- Detail Oriented
- Client Service
- Microsoft Office
Timeline
Sr. Director, Investment Specialist
Aegon Asset Management
11.2017 - Current
Portfolio Strategist
Jackson National
06.2016 - 11.2017
Bachelor of Science - Business Administration
Elizabethtown College
Licenses And Certifications -
CFA, CAIA, FINRA Series 7, 63, 65, 24
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