Brian Mcknight, Cfa Email & Phone Number

Vero Beach, Florida

- Tocqueville is a long-only asset management firm with approximately $8 billion in AUM- Responsible for research coverage on 25+ publicly traded equities across multiple industry sectors- Deliver actionable insights to portfolio managers with investment strategies ranging from deep value to GARP- Construct DCF, SOTP, and LBO financial models to identify.

Oshkosh, Wisconsin Area

- Selected as one of three students in the program’s 18-year history to act as the Portfolio Manager for three semesters - Collaborated with a team of student analysts to actively manage over $800,000 in assets across seven unique portfolios- Educated fellow classmates on qualitative and quantitative financial analysis and modeling techniques- Presented.

New York City

- Presented two investment recommendations to the firm that each returned over 40% in the following 12 months

Appleton, Wisconsin

- Quantified large amount of information into insights to assist in the alignment of $36 million worth of resources - Created and implemented a data collection plan to assist in aligning 13% of Thrivent’s workforce to the highest priority work- Focused on the continuous improvement of business processes through the use of Lean Six Sigma methodology

Oshkosh, Wisconsin, United States

- Built relationships with bank clients through meaningful rapport and a focus on the customer experience- Attracted over 10 new deposit accounts and drove referrals to branch colleagues by recruiting clients at local businesses