Rob Chateauneuf

Background

About Rob Chateauneuf

Senior business leader with extensive experience in product development, business operations, and client services within the Financial Services industry. Proven track record of accelerating businesses and delivering on growth objectives with heavy focus on client experience, product advancement, and business optimization. CUSTOMER-CENTRIC PRODUCT DEVELOPMENT & MANAGEMENT Built customer-centric business model focusing on evolving CRM SaaS technology to meet the needs for independent investment advisors and those in mid- to large firms. Drove collaboration and partnership conducting extensive VOC (Voice of the Customer) to define the product and expand value-focused offerings. CLOUD-BASED INVESTMENT MANAGEMENT TECHNOLOGY | SAAS Experienced leading strategies to mature the growth trajectory and software expansion with emphasis and success driving customer value and market differentiation. Skilled at recognizing industry demands in order to lead next-generation companies to greater levels of business success and profitability. LEADERSHIP QUALIFICATIONS • Strategic Planning | Company Vision, Direction, and Leadership • Innovative Product Management and Evolution • Business Expansion, and Growth • Client Services Management and Relationship Management • Project Management and Leadership • Business Optimization, Transformation, and Growth • Culture and Change Management/Organizational Development • Coaching, Training, and Mentoring