Christopher Thomas Wood

Experience

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  Providence Catholic High School

  Sept 1975 - Jun 1984

  Teacher and Department Chairman

  World and United States History and American Politics teacher and Social Studies Department Chairman. Senior Class moderator and Community Service Moderator.

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  The Travelers

  Jan 1985 - Jan 1993

  Marketing Communications — Vice President

  Client service liaison for institutional retirement plan clients in the Los Angeles region and plan administration. Developed and delivered marketing materials for field sales of money market, fixed income and stock fund products for institutional retirement plans from $25M to $1B.Created the institutional Communications and Education group for the company before the institutional investment group was spun off.

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  Fidelity Investments

  Jan 1993 - Jan 1996

  Senior Institutional Communications Manager

  Managed the communications relationship for 15 large retirement plan sponsors that included Northwestern Pennsylvania Power and Light, Mack Trucks and TWA Pilots. Developed a variety of targeted print and multimedia campaigns aimed at employees not in the 401(k) plan and participants not maximizing the employer benefit.

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  Deutsche Bank

  Jan 1996 - Dec 1999

  Investment Communications — Vice President

  Managed the communications relationship and content development and delivery team for mid-sized 401(k) Plan Sponsors, including Tiffany’s and L.A. Dodgers.Developed the "AARP Investment Program from Scudder" investment education communications to help individual mutual fund shareholders better understand how to appropriately allocate account holdings. Created financial education presentations for regional AARP conferences.Marketing Communications industry awards:1. Retirement Plans brochure" was adopted as the company’s Best Practices template.2. Asset allocation campaign. Content elements included in a lengthier financial white paper. Show less

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  Bloomberg

  Jan 2000 - Oct 2004

  Research Analyst and Writer

  Researched and wrote about the defined contribution and defined benefit market, specifically pertaining to investment and financial services being employed by plan sponsors.

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  Pioneer Investments

  Oct 2004 - Dec 2007

  Institutional Investment Communications Principal

  Developed mutual fund communications campaigns from initial development to roll out of new funds; wrote and produced PowerPoint presentations.~ Developed marketing and sales materials for the newly formed institutional sales group; content was presented in 21 prospect finals presentation, 6 of whom, with combined assets of $1.7B, became clients.~ Created presentation content for fund portfolio managers appearing at industry/partner conferences.

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  Voya Financial

  Jan 2008 - May 2014

  Senior Investment Content Strategist

  Built 401(k) Plan investment communications relationships with 20 institutional clients holding retirement assets ranging from $150M to $1B: ~ Employed targeted plan communications campaigns that increased plan participation by 3.7% overall above industry average, raised participant savings contribution rates 2.0% over industry average, and helped improve investment allocation of 12.9% participant accounts of 6,500 targeted. ~ Analyzed 401(k) plan data to determine strategy and tactics for developing content, managing production and delivery of targeted call-to-action campaigns for employee enrollment, participant contribution level increases and appropriate participant plan account investment allocation utilizing print and electronic media, while staying within client budget.~ Earned a Financial Communications industry award for efforts surrounding a highly successful, targeted email campaign that increased plan enrollment by 18%+, well above the industry average.~ Served as SME presenting financial education content at various benefits fairs and seminars. ~ Partnered with sales group during the request for proposal (RFP) process leading to the retainment/on-boarding of 5 clients generating $50 million in new and continuing revenue in 2013. Show less

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  Conduent Inc.

  May 2014 - Apr 2017

  Strategic Investment Communications Principal

  Consultant to Fortune 100 Retirement Fund Benefit principals to develop personalized investment education and guidance programs for employees to responsibly make appropriate investment choices for retirement needs.

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  Greenway Eden Investment Portfolio Consultation

  Apr 2017 - now

  Principal Consultant

  Personalized consultation with individual, trust fund, and corporate investors to develop long-term investment portfolio strategies based upon proven institutional investment principles. After implementation, offer quarterly client reviews to discuss results and any client life changes and needs for establishing any needed changes going forward.