Christopher Selle MSF

Realtor at Wardell & Holmes Real Estate, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Kansas City, Missouri, United States, US
Skills

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Ryan L. Ogden, MSF

I had the pleasure of attending the Henry W. Bloch School of Management with Christopher. Chris is focused, organized, and has a penchant for working hard. His work ethic is no more evident than in his valuation of Enterprise Products Partners L.P. (EPD) which can be found on his LinkedIn profile. Along with his quantitative capabilities, Chris possesses a professional presence when presenting his findings. He is able to consolidate the most important facts into a clear and concise presentation with logical arguments to back his claims.

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Credentials

  • Series 65
    NASAA
    Dec, 2019
    - Oct, 2024

Experience

  • Wardell & Holmes Real Estate, LLC
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Realtor
      • Jul 2022 - Present

      MO - 2022030976KS - 00248785 MO - 2022030976KS - 00248785

  • Empower
    • United States
    • Financial Services
    • 700 & Above Employee
    • Assistant Manager Valuation & Wrapped Dividends
      • Jun 2021 - Apr 2022

      Oversee team of 5 fund accountants, primarily focused on the wrapped annuity pricing and dividend paymentsProject manage implementation of new unit value pricing software (UV Cloud) Review and approve financial controls (ICOFR, ICOC) through SAP and Blackline Update and stand up new procedures that govern day to day activity of financial operations

    • Sr Analyst Participant Engagement Advisory Services
      • Aug 2019 - Jun 2021

      • Optimize participant campaigns through data science - including proposing and implementing changes to campaign requirements with in first 60 days in role• Provide ad hoc mailing address reports to support organization wide marketing campaigns• Preform post hoc analysis on marketing campaigns to determine lift rate of efforts• Support developers with SAS table and tableau dashboard development

    • Sr Analyst Reporting - Operations
      • Mar 2017 - Aug 2019

      • Produced 40% decline in internal operational errors from Q1 to Q3 2017, through partnering with divisional management to discover and implement improved work flows and job aids• Developed metric dashboards/daily reports using an array of data tools (Excel, Tableau, SQL Server, SAS)• Analyzed gain/loss statement to find areas of focus for end to end process improvement• Assisted senior developer in database development (Microsoft Access)• Design and present executive level presentations covering transactional accuracy

    • Business Process Analyst
      • Apr 2015 - Mar 2017

      • Researched reporting error effecting 401K plan of 18,000 participants, and provided guidance to IT for resolution• Identified 1,707 incomplete beneficiary recorders across 28 clients, and lead initiative to remediate data prior to migration of recordkeeping systems• Project managed multiple business process development initiatives, including distribution hierarchy review across 117 employer sponsored retirement plans • Reviewed retirement plan documents to ensure changes to BAU process were in compliance with contractual and Federal guidelines

    • Retirement education
      • Sep 2014 - Apr 2015

      • Provided guidance and education to 60-100 participants daily on the fundamentals of retirement savings and the impact of financial decisions• Processed financial transactions within 401K, 403B, 401A and 457 retirement plans across 200 clients with approximately 1.9 million participants• Assisted new associates though peer mentoring

  • J.P. Morgan
    • United States
    • Financial Services
    • 700 & Above Employee
    • Retirement Specialist
      • Mar 2014 - Sep 2014

  • UMB Bank
    • United States
    • Financial Services
    • 700 & Above Employee
    • Sales And Service Representative
      • Aug 2013 - Mar 2014

  • State Farm
    • United States
    • Insurance
    • 700 & Above Employee
    • Claim Processor
      • Apr 2012 - Jun 2013

  • Perception and Cognition Lab, University of Missouri
    • Research Assistant
      • Aug 2010 - May 2011

      Assisted graduate students in creation of research experiments Analyzed data through mathematical modelingMonitored and ran subjects in variety of experiments Assisted graduate students in creation of research experiments Analyzed data through mathematical modelingMonitored and ran subjects in variety of experiments

Education

  • University of Missouri-Kansas City
    Master of science in Finance, Financial analysis emphasis
    2015 - 2016
  • University of Missouri-Columbia
    Bachelor of Arts, Psychology
    2010 - 2011
  • University of Missouri-Columbia
    Bachelor of Science, Business Administration; Finance
    2005 - 2008
  • Universidad d' Alicante
    study; Spanish and Economics of European Union
    2007 - 2007

Community

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