Chris is a successful finance executive with over 25 years of experience working on corporate strategy, operational execution and business management. He has a proven track record of developing, managing and implementing major corporate initiatives. Chris was a Principal at Prudential Financial, where he developed and grew the company’s collateral debt obligation business with issuance of structured product transactions. Chris managed relationships with placement agents, oversaw transaction modeling, negotiated banker engagements and managed the transaction documentation process including warehouse agreements, offering memorandums and indentures. Most recently, Chris was a Managing Director for CIT Group, where he initially focused on the development of the company’s third-party asset management business utilizing his structured product expertise to issue collateralized loan obligations. Chris was also chosen to be a senior member of the team responsible for CIT Group’s reorganization as a Bank Holding Company. He developed and implemented CIT Group’s internet banking platform, which was the company’s first major new business initiative upon becoming a Bank Holding Company. Chris also led CIT Group’s initiative to build a retail branch banking platform including the development of branch products, policies, governance, risk management, systems infrastructure and operational processes. Chris draws upon this extensive experience to closely partner with XpertSavers’ clients, utilizing their business strategy to establish specific goals, organize internal and external resources, develop a detailed implementation plan and manage the entire process through project launch.
Current role