Trainual Logo Purple

Chris Gwinn, CFA

Founder and CEO of Great Lakes Advisory, #1 Trainual Certified Consultant of 2021, and Business Process Management Consultant

Hot tip from Chris
You need to be able to document your process, but you also need to make sure that it's being followed by all. So, it's super important that you do receive that buy-in from not only leadership but from everyone in your company.
Achievements
  • Ranked the #1 Trainual Certified Consultant of 2021
  • Helped over 50 businesses scale and systemize their processes
  • Grew Great Lakes Advisory 7X in 2021
  • Self-Implemented EOS (Entrepreneurial Operating System) at Great Lakes Advisory
  • Member of EOA Chicago (Entrepreneurs Organization Accelerator)

About Chris

Chris is the founder and Principal of Great Lakes Advisory.Chris began his career at Northern Trust working on an investment team within Northern Trust Wealth Management. During Chris’ tenure at Northern Trust, he managed over $85 million of client assets and provided holistic wealth management solutions for high-net-worth individuals and families.Prior to launching Great Lakes Advisory, Chris was the Director of Finance and Operations at Harmony Center for Surgery of the Ears, Nose, and Throat.

As the Director of Finance and Operations, Chris’ responsibilities included consulting on daily business operations, building process playbooks, streamlining workflows, strategic planning, improving patient satisfaction, growing practice visibility within the metro Detroit area, and assisting in human resources.Chris shares a passion for operations, processes, finance, investments, and working with people.

Chris holds a bachelor’s degree in accounting and finance from Marquette University. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. Outside of work, Chris loves spending time with his wonderful wife, Courtney, Australian Shepherd, Igor, and their families and friends. He is an avid golfer and enjoys running, cycling, and CrossFit.

Chris's favorite templates

Trainual is the playbook for growing businesses. Onboarding, training, SOPs, and knowledge management made easy.

Organize the chaos
of your small business