Chris Lofdahl

Experience

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  Deloitte

  Jan 1998 - Jan 2001

  Senior Accountant, Assurance and Advisory Services

  • Led teams of two to four other professionals per audit engagement including project budgeting, on-the-job training and review of work for compliance with firm and industry standards. • Oversaw the scheduling, budgeting, designing and performing financial statement audits of public and private companies according to Generally Accepted Accounting Principles (GAAP). • Responsible for periodic testing of clients’ internal controls to provide reasonable assurance regarding the control environment and the operating effectiveness of control procedures. Show less

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  PIMCO

  Jan 2001 - Jan 2004

  Senior Associate

  • Responsible for assisting in the day-to-day management of more than a dozen client relationships including performance attribution calculations, compliance monitoring and development of communication strategies.• Lead associate on Total Return for Managed Accounts product; conducted sales presentations that contributed to product growth from $400 million to $1.7 billion over 18 months.• Through membership on the Account Associate Management Committee, implemented an idea sharing program for associates to share current research, client needs, and best practices in order to increase team knowledge base and improve efficiency.• Led employee training classes covering application systems, fixed-income fundamentals and reporting standards. Show less

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  Deutsche Bank

  Jun 2005 - Aug 2005

  MBA Summer Associate

  Sales & Trading, Global Markets • Rotated on Cross Rates Sales and Foreign Exchange Trading and Structuring desks.• Assisted in pricing live interest rate swap trades and updating models used to price various foreign exchange structured products.

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  PIMCO

  Jan 2006 - Jan 2016

  Account Management, FIG Insurance General Accounts (Life, P&C, and Reinsurance)Lead responsibility for setting and executing business strategy with global financial institutions.• Defined strategic initiatives to engage clients with thought leadership designed to deepen relationships, resulting in consistent business growth of 10%+ per year• Managed team in establishing business plans and achieving incremental objectives; responsible for day-to-day oversight and annual objective setting and performance evaluation; utilized inclusive approach to encourage idea sharing and develop buy-in.• Established policy focused on detailed documentation of client interactions in client relationship management (CRM) system in order to leverage knowledge gained from client feedback. • Engaged a full range of audiences including CIOs, Finance Committees, and Boards through effective presentations on financial and economic topics.• Identified opportunity to create cross-functional relationship with Product Management to create campaign focused on communicating attractive credit opportunities, resulting in over $400 million in new assets under management. • Enhanced depth of client dialogue by creating customized solution studies based on concepts of efficient frontier and liability-driven investing (LDI).• Developed and managed project to create analytical tool that isolates the book yield impact of trading decisions, creating a valuable competitive differentiator with clients and prospects.• Authored and delivered training program focused on communication techniques to defend business during periods of underperformance. • Improved operational efficiency by analyzing, documenting and communicating best practice policies for high-frequency tasks lacking standardized Show less Executive Office Selected from a firm-wide search to an exclusive 3-year rotation directly supporting the CEO and COO. • Lead responsibility for firm-wide financial analysis, budgeting, expense management, new product analysis, vulnerable account analysis and strategy, and AUM reporting.• Analyzed prospects for development of active equity business, presented recommendations to senior management, and served on team responsible for execution. • Rebuilt performance measurement policy to increase focus on quantifiable objectives. • Championed revisions to expense policy, producing 12% reduction in expenses with no decrease in Greenwich survey of client satisfaction. • Led high-profile project to partner with the Federal Reserve in the emergency development of the Commercial Paper Funding Facility (CPFF); established front, middle, and back office operations and oversaw successful operations from 2008 until the program concluded in 2010. • Responsible for leading the successful acquisition of the investment management entity behind the U.S. insurance operations of Allianz Life of North America, including fee negotiations and the on-boarding of three key employees and $70 billion in fixed-income assets. Show less

  • Senior Vice President

    Jan 2011 - Jan 2016

  • Vice President

    Jan 2008 - Jan 2011

  • Account Manager

    Jan 2006 - Jan 2008
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  Northwestern Mutual

  Jun 2016 - now

  Chief Investment Officer