Chris Wittstock

Experience

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  Charles Schwab

  Jan 1996 - Jan 2004

  Managing Director, International Sales

  Predecessor firms were Wit SoundView and SoundView Technology Group• Built a major presence in Europe. Franchise was highly regarded by clients and industry competitors as the leading tech research investment bank during this era.• Leveraged an exclusive relationship with Gartner. Positioned the firm as the most knowledgeable in tech, gaining share against other earlier technology leaders.• Consistently a top-four producer, with more than $10M in secondary commission revenues in 2001. Ultimately responsible for more than 10% of the firm’s revenues.• Led a team of four, mentoring sales colleagues to build customer focus and maintain service excellence Show less

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  Pacific Crest Securities

  Jan 2004 - Jan 2014

  Partner & Managing Director, International Sales

  • Launched and developed a phenomenally successful technology sector franchise in Europe and Canada • Built the team overtime by recruiting former colleagues from SoundView• Launched the International business. Attracted approximately fifty large clients with significant tech interest in London, Paris, Geneva, Zurich, Oslo, Stockholm, Milan, Frankfurt, Edinburgh, and Glasgow. Built a strong Toronto presence.

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  KeyBanc Capital Markets

  Jan 2014 - Jan 2017

  Managing Director, International Sales Leader for Europe and Canada

  • Ran, grew and broadened the business from Pacific Crest after the acquisition by KeyBanc, adding REITS, industrials and consumer coverage to the core technology franchise.• Led the strategy and sales execution to increase client count and business revenue in Europe and Canada. Built the international business plan. Collaborated with colleagues on roadshows with analysts and companies.

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  Polar Capital

  Jan 2017 - Jan 2022

  Senior Analyst – US Technology

  • Sole US team member supporting a London-based office,overseeing Europe's largest tech fund group(>$15 bn), providing comprehensive coverage of software and specialty semiconductors, identifying innovative investment opportunities, and managing a portfolio of 40+ tech companies.• Recommended weightings and position adjustments to portfolio managers by authoring in-depth reports around earnings, corporate events, conferences and one on one management meetings.• Consistently exceeded financial performance benchmarks over 5 years, highlighted by a remarkable 55%increase in our core IT fund during the pivotal year of 2019. • Enhanced sector performance and timing of buy and sell decisions through comprehensive research, integrating diverse sources like company filings, industry analysis, and customer reviews, while optimizing buy and sell timing with technical analysis.• Elevated investment procedures by incorporating novel third-party resources, leveraging survey data, user/competitor /former employee interviews, and forensic accounting analysis to enrich our research approach, enhance organizational understanding, and expedite the research timeline.• Led the initiative to research and recommend numerous software IPOs to the Portfolio managers; engaged with senior managements to win important allocations in IPOs such as Snowflake and Crowdstrike, both of which contributed significantly to overall performance. • Frequently ranked among the leading 20 investors in companies endorsed, such as Monolithic Power, Alteryx, Snowflake, Cloudflare, ServiceNow, Elastic, Dynatrace, Lattice, and Cadence, while strategically transitioning the fund to a full weight in Microsoft, resulting in significant performance preservation.• Introduced more rigor to the valuation process, such as reverse discounted cash flow models to understand upside targets when Enterprise Value to Sales became less useful. Show less