Chris Martinez

#Nonprofit #COO | fmr #WealthManagement & #FamilyOffice #ManagementConsultant | #Tennis & #Wine Enthusiast | #Cyclist | #IRONMAN #Triathlete

[Chris Martinez @cvmartinez]

⁦@F2_Strategy⁩ Acquires ⁦@Oakbrook_Solns⁩ | ⁦@wealth_mgmt⁩ https://t.co/GWBPtAB26L

[Chris Martinez @cvmartinez]

Congrats to this great combined team! @F2_Strategy⁩ Accelerates Growth with Acquisition of ⁦@Oakbrook_Solns⁩ and Investment from Renovus Capital | Business Wire https://t.co/3Tk1wmNwm0

[Chris Martinez @cvmartinez]

Keeping #presidentcarter in my thoughts and honoring his commitment and service to humanity on this #presidentsday @habitatforhumanity @thecartercenter https://t.co/lSpVXcDj9T

[Chris Martinez @cvmartinez]

Thanks to our awesome #worldbicyclerelief #bike marshals for leading the #chimarathon #eliterunners and #athleteswithdisabilities safely to the 🏁! https://t.co/A5q2j7sdIt

[Chris Martinez @cvmartinez]

Thank you @united ORD agents for helping David and I get back on track to #ironmantexas! You saved this #blindathlete & #sightedguide’s day! #readytorace

[Chris Martinez @cvmartinez]

David’s #ironmantexas race is in @united’s hands now. Hoping they can get us on same flight tomorrow after separating our reservation.

[Chris Martinez @cvmartinez]

@united On hold for almost an hour now…

[Chris Martinez @cvmartinez]

@united Please help. Been on hold for almost 30 mins. Reservation separated from my blind friend who I am guiding for #ironmantexas. Can you put us back in the same flight tomorrow??

[Chris Martinez @cvmartinez]

@united @united on my third agent. Very frustrating.

[Chris Martinez @cvmartinez]

Honored to #RunCIM #usaba262 with the legendary David Kuhn. Great recovery from #ChiMarathon and progressing to his BQ! @ California State Capitol https://t.co/AFcfz5zMpL

[Chris Martinez @cvmartinez]

I'm supporting United States Association of Blind Athletes and honored to guide David Kuhn at the CIM/USABA Marathon National Championships! https://t.co/IvFjClPu89 via @DonorDrive

[Chris Martinez @cvmartinez]

Complexity of serving #UHNW families is increasingly overwhelming #familyoffices. How To Decide What Your #FamilyOffice Should #Outsource #expertiseondemand https://t.co/Ecy47gfljq

[Chris Martinez @cvmartinez]

Another peek into an Oakbrook Solutions Project In Motion... #familyoffice #vendorselection #wealthmanagement https://t.co/xdHNZQ3mQ3

[Chris Martinez @cvmartinez]

If You've Seen One Crisis, You've Seen One Crisis: What #familyoffices can learn from #COVID19 #crisismanagement #lessonslearned https://t.co/g5yELWjMTR

[Chris Martinez @cvmartinez]

#Familywealth & #familyoffice friends: we know you are doing great work helping clients through this COVID crisis, so please submit your entries to the @FWReport 2021 #Awards. See link for judges' tips. https://t.co/Jb1FBBenvS

[Chris Martinez @cvmartinez]

Another peek into an Oakbrook Solutions Project In Motion... #wealthmanagement #regulatory #fiduciary #bestpractices #processimprovement #operations #roadmap #workflowsolutions #lavawm
Let us know if you'd like a closer look behind the curtain. https://t.co/j74hlka8C6

[Chris Martinez @cvmartinez]

I'm excited to extend @Oakbrook_Solns' strategic and #workflow #consulting offerings to our #wealthmanagement and #financialservice clients. #bpm

[Oakbrook Solutions @Oakbrook_Solns]

We are excited to announce the appointment of @cvmartinez as Product Management Director for our new LAVAwm ("wm" = #wealthmanagement) #workflow optimization & #automation practice. #bpm https://t.co/mcHcDp16Hk

[Chris Martinez @cvmartinez]

Thanks @SteveRConsult! Excited to extend @Oakbrook_Solns' strategic and #workflow #consulting offerings to our #wealthmanagement and #financialservice clients.

[Steve Randolph @SteveRConsult]

Congrats Chris on your new expanded role at our firm!

[Family Wealth Report @FWReport]

"FWR Reports: Lessons From The Pandemic" Many thanks to our FWR Awards 2021 judges for their contributions! https://t.co/LMZMco0QDY

[Chris Martinez @cvmartinez]

New CFP Board Tech Provisions require "reasonable care and judgment when selecting, using, or recommending any software, digital advice tool, or other technology" as part of fiduciary duty. If you are unsure if your #technology is…https://t.co/nAF6rhDEWO https://t.co/yff4Y1zqOR