Brandon Mohr Email & Phone Number

Denver, CO, US

Oaks, PA, US

• Oversight of onboarding investors into clients’ hedge and private equity funds by ensuring all proper data points and documentation are received and inputted correctly at the time of a subscription.
• Assist with Anti-Money Laundering (AML) policies and procedures by reviewing investor transactions and ensuring the team is in compliance with department’s rules and regulations.
• Monitoring, review and sign off on updates to clients’ bank accounts for investor wire activity on a daily basis.
• Generate and reconcile investor reporting, such as investor capital statements and ensuring that the dissemination of this documentation to clients’ end investors and their contacts is done accurately.
• Correspond with investment managers and their investors regarding day-to-day inquiries, including questions on subscription documents and investor reporting.

I established Colorado Strength Coalition (CSC for short) with the goal of creating a common place for the strength sports of Colorado to come together, support each other and, many times, have a laugh. The most important factor of behind the success of CSC are the people that it helps connect and the gyms it promotes. Whether that connection is to a gym.

Sioux Falls, South Dakota, US

• Provide expert support and respond to inquiries regarding the establishment of private funds via phone and email.
• Establish custody accounts, bank accounts, EIN's, file Reg D & state filings, data rooms, project management tools and investor platforms.
• Work with operations, compliance and sales team to coordinate onboarding responsibilities.
• Follow up and follow through on new projects, requests, and cases.
• Ask relevant questions to define the root cause of a problem, generate solutions, decide on a course of action, and be accountable for actions and decision.
• Recognize challenging conversations and demonstrate positive language to resolve client needs.

Irvine, California, US

• Analyze and interpret complex alternative asset investments and legal documents, operating agreements, subscription documents, Offering Memorandums for IRS compliance based on regulations and internal guidelines.
• Process high volume of transactions related to client’s asset type and accounts meeting stated service guidelines.
• Educate and consult with attorneys, CPAs, clients and their financial advisors on alternative asset investing to bring investment to resolute completion.
• Independently analyze investment structure with minimal oversight and guidance required to make necessary decisions on investments ranging up to $1 million.
• Independently owning large B2B relationships to ensure efficiency and timeliness with processing.

Westlake, Texas, US

• Developed and expanded relationships with high-net-worth clients by providing a full range of services involving alternative investments through the phone and email channels.
• Collaborated with internal business partners, funds and other businesses to facilitate a smooth transfer process for clients both incoming to the business and internally.
• Resolved issues with rejected transfers and provides paperwork to appropriate parties to reinitiate the process.
• Gathered primary information from outside firms regarding mergers, IPOs, and other corporate actions.
• Educated, supported clients and internal business partners on all questions and transactions surrounding alternative investments.
• Screened and initiate alternative investment transactions including purchases and redemptions.

Atlanta, GA, US

Bachelor'S Degree, Finance - Investment Analysis And Corporate Finance

Study Abroad, Finance, General