Chris Roberts Email & Phone Number
Managing Director | Executive Director, Corporate Services @ Chamberlain Group
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Chris Roberts Location
- Mission Viejo, CA, US
Chris Roberts Work
- Managing Director | Executive Director, Corporate Services @ (October 2017 - Present)
- Senior Leader, Corporate Actions and Distributions @ (April 2016 - May 2017)
- Senior Leader, Trust Operations @ (February 2015 - April 2016)
- Chief Operations Officer @ (May 2011 - February 2015)
- Team Leader, Product Master File @ (March 2010 - May 2011)
- Team Leader, Reconciliation Control @ (August 2006 - March 2010)
- Property and Office Manager @ CCC Industries (January 1999 - January 2006)
Chris Roberts Education
- Principia College
B. A. (Philosophy)
2003 - Principia College
B. A. (Business Administration)
2002 - Principia College
B. A. (Economics)
2002
Chris Roberts Skills
- Series 7
- Series 66
- Leadership
- Financial Analysis
- Strategic Planning
- Investments
- Management
- Investment Operations
- Banking
- Finance
- Risk Management
- Performance Improvement
- Process Improvement
- Customer Service
- Relationship Management
- Financial Services
- Team Leadership
- Business Development
- Operations
- Change Management
- Client Retention
- Compliance
- Compliance Auditing
- Client Services
- Performance Metrics
- Talent Development
- Team Building
- Training
- Troubleshooting
- Trust Operations
- Workflow Improvement
- Project Management
- Cash Management
- Corporate Actions
- Custody Settlement
- Customer Relationship Management (CRM)
- Data Quality
- Issue Resolution Management
- Operations Management
- Personal Trust Administration
- Regulatory Compliance
- Retail Branch Operations
- Securities
- Securities Reference Data
- Team Development
- Trade Execution
- Vendor Management
Chris Roberts Summary
- Chris Roberts, based in Mission Viejo, CA, US, is currently a Managing Director | Executive Director, Corporate Services at Chamberlain Group. Chris Roberts brings experience from previous roles at Edward Jones and The Roth Companies, Inc.. Chris Roberts holds a B. A. in Philosophy @ Principia College. With a robust skill set that includes Series 7, Series 66, Leadership, Financial Analysis, Strategic Planning and more. Chris Roberts has 3 emails and 3 mobile phone numbers on RocketReach.
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