Christopher Caulfield is a director in West Monroe Partners’ Financial Services practice, based in Los Angeles. He has 15 years of banking, brokerage, and insurance consulting experience and a track record for delivering process re-engineering, staffing models, and sales effectiveness programs that enable major financial institutions to use resources more effectively.
Chris Caulfield is an accomplished financial services industry consultant with notable successes in turning around underperforming operational units, implementing sales and relationship management programs, and leading enterprise-wide transformation programs. As an accomplished and solutions-focused consultant with a strong ability to influence key stakeholders to align toward common goals, Chris effectively assists executive leadership from strategy to successful execution. He has extensive experience with commercial lending, treasury management, insurance distribution, finance, and broker dealer operations.
Chris joined West Monroe Partners as part of the acquisition of CAST Management Consultants, for which he was a partner and executive vice president responsible for the business development function and a co-leader of the Commercial Banking practice. Focusing primarily on organizational effectiveness, he applied CAST’s core competency in joining deep industry experience with a unique approach that enhances an organization’s decision-making processes. His experience included leading the implementation and design of workflow and imaging systems, managing cross-disciplinary programs for large and complex enterprise-wide initiatives, operationalizing business and regulatory needs into actionable system and process enhancements, optimizing channel usage and digital sales, improving credit approval/underwriting processes, and designing and implementing change management programs.
Earlier in his career, he spent more than a dozen years in other director/vice president, manager, and associate roles with CAST, with responsibilities that included leading re-engineering, strategy, and transformation projects for an array of clients.
Chris has also been a client service partner with Slalom Consulting in Orange County, California, where he led the Financial Services practice and oversaw large, complex client accounts.
Chris earned a Bachelor of Arts degree in Economics with an English minor from the University of California, Los Angeles. He is a Certified Treasury Professional (CTP).