Professional Summary
Professional Overview
Chris Shelburne is an accomplished corporate development professional with over 20 years of experience in the financial services industry. As the Director of Corporate Development at SteelPeak Wealth, he is responsible for identifying and executing strategic growth initiatives, M&A opportunities, and partnerships to drive the firm's expansion.
Experience Summary
Current Role
In his current role as Director of Corporate Development at SteelPeak Wealth, Chris is instrumental in shaping the firm's inorganic growth strategy. He oversees the evaluation, negotiation, and integration of acquisition targets, allowing SteelPeak to expand its client base and service offerings. Under his leadership, the firm has successfully completed multiple accretive transactions, enhancing its market presence and competitive positioning.
Career Progression
Prior to joining SteelPeak Wealth, Chris held various leadership positions in the financial services industry. As a Founding Partner at Pinnacle Performance Coaches, he built a successful coaching and consulting practice, advising financial advisors on practice management and growth strategies. Earlier in his career, he held senior roles at prestigious firms such as Merrill Lynch, UBS, and Oppenheimer & Co., where he honed his expertise in wealth management, investment banking, and corporate strategy.
Academic Background
Chris holds a Bachelor of Business Administration degree from the University of Southern California, where he graduated cum laude. He is a recognized thought leader in the financial services industry and has been invited to speak at numerous industry conferences and events.
Areas of Expertise
- Corporate development and strategic growth initiatives
- Mergers, acquisitions, and integration
- Financial analysis and transaction structuring
- Wealth management and investment advisory services
- Talent management and coaching
Professional Impact
Over the course of his career, Chris has demonstrated a proven track record of driving sustainable growth and delivering tangible results for the organizations he has served. His strategic insights, deal-making acumen, and client-centric approach have consistently positioned him as a trusted advisor and valued member of the leadership teams he has been a part of.
Conclusion
With his deep industry expertise, proven leadership, and track record of success, Chris Shelburne is well-positioned to continue making a significant impact in the corporate development and financial services sectors. His commitment to excellence and passion for helping organizations achieve their strategic objectives make him a valuable asset to SteelPeak Wealth and its clients.
