As Associate Director of Technology and Tamarac Integration Lead, Christopher Field is dedicated to ensuring a smooth transition to Tamarac for both advisors and clients. His focus is on executing a clean data conversion, providing comprehensive advisor training, and maintaining transparent communication throughout the process. By equipping advisors with the knowledge and confidence to navigate Tamarac effectively, he ensures they can seamlessly address client needs.

Christopher’s role has a direct impact on the client experience, as Tamarac plays a significant role in both client portals and reporting. His work helps advisors feel prepared and supported, leading to a more seamless and positive experience for clients. He collaborates closely with operations teams to anticipate challenges, address legacy reporting needs, and enhance the Tamarac platform to meet client expectations.

With more than 7 years in the industry, Chris possesses a deep understanding of system conversions and prioritizes clear communication, collaboration, and customized support to facilitate a smooth transition. His ultimate goal is to improve client reporting while enabling advisors to focus on what matters most- serving their clients with confidence and ease.