Director of Pricing Strategy & Business Analytics
Chris is responsible for First Clearing’s pricing strategy and ongoing performance analysis for our broker-dealer and RIA client firms.
He is a member of the First Clearing Leadership Team and works closely with executive leadership in making resource allocation decisions and optimizing First Clearing’s financial success. He oversees the pricing strategy for contract discussions, manages the business analytics & performance reporting, and partners closely with the First Clearing billing team for pricing implementation. He also serves as the liaison between the Finance team and First Clearing regarding implementation and enhancement of the financial controls.
Chris’s experience in the financial services industry spans over 12 years, including eight years in a leadership position supporting First Clearing and two years supporting Lending & Banking within Wells Fargo Advisors. In both positions, he played an integral role in fostering growth and partnership opportunities to help meet clients’ needs.
Previously, he worked as a Finance Manager at United Parcel Service where he was employed a total of 12 years, eight years in a finance support capacity.
Chris holds a bachelor’s degree from Quincy University in both finance and accounting.