Chris Griffith MBA, RICP®

Experience

• 

  CFC Insurance Marketing a Subsidiary of Allianz Life (merged with Annuity Store in 2012)

  Jun 2000 - Dec 2011

  Duties included responsibility and leadership of accounting, financial, and operational functions. Traveled across the country presenting to hundreds of advisors and consumers educating then on the power of leveraging insurance products in retirement income plans. Coach to top independent advisors across the country helping them grow and scale their business through executable strategies and strategic plans.

  • Vice President Operations

    Jan 2009 - Dec 2011

  • Director of Income Solutions Group

    Jan 2006 - Dec 2008

  • Advisor Development

    Jun 2000 - Dec 2005
• 

  The Annuity Store a Subsidiary of Allianz Life (merged with TruChoice Financial in 2020)

  Jan 2012 - Jul 2015

  VP of Sales

  Responsible for Sales Growth of Southern California branch. Led a team of nine people and effectively executed growth strategies increasing life and annuity production and revenue over a three year period.

• 

  Partners Advantage Insurance Services, LLC

  Jul 2015 - Dec 2018

  Chief Financial Officer

  Responsible for all Financial and Operational functions of the business including strategic planning, accounting, financial analysis, operations, taxes, due diligence, and budgeting. In January of 2019, Partners Advantage was acquired by Gallagher.

• 

  Gallagher

  Jan 2019 - now

  Responsible for day to day branch management of Partners Advantage "A Gallagher" Company. Duties include setting overall strategy and leading execution of sales, financial planning, and operations. Partners Advantage was acquired by Gallagher in 2019 and in this role I led the integration of finance and accounting into Gallagher's systems and processes. After integration, continued leadership of branch level financial planning and analysis as well as branch level operations.

  • Area President

    Jan 2022 - now

  • Area Executive Vice President of Finance and Administration

    Jan 2019 - Dec 2021