Brad Behrend Email & Phone Number

United States

Madison, Wisconsin, United States

-Lead team to drive strategic business roadmap and agency initiatives-Ensure successful completion of projects in a timely manner, while maintaining a high focus on standards and quality.-Proactively govern agency-wide security data to support real time, daily, monthly and quarterly data needs.-Effectively collaborate with Investment Management, Operations, and Technology resources both internal and external of SWIB to ensure business needs are proactively being met.-Partner with Technology Owners, Business Owners, and Operations to research and implement new middle and back-office solutions and identify the support needs of those solutions.-Partner with stakeholders to perform functional testing of enhancements/changes to systems to validate data quality.-Identify gaps in SWIB’s data architecture and design. Provide recommendations to address these gaps.-Lead, facilitate, and coordinate data solution design meetings.-Implement and lead data governance best practices across the agency.-Research new investment management technologies to help drive SWIB’s data capabilities forward and maintain a high degree of awareness of common industry-specific trends, products, vendors, and services.

-Lead cross functional team to ensure data quality and integration across Baird platforms.-Create data reporting tools including reports, dashboards, and SQL queries for business leaders to utilize in decision making-Ensure data integrity and accuracy of security pricing valuations-Manage data reconciliation of trading and performance reporting platforms-Identify and develop opportunities for process improvement and automation-Baird Intern Program mentor-Baird Influence Leader project sponsor-Manage vendor relationships

-Served as team member of cross-functional agile team between Baird Operations and IT business units to drive Baird Online (client facing website and mobile app) road map-Created and implemented test scripts for quality assurance of website releases-Developed SQL queries and Power BI dashboards to provide reporting and firm KPI metrics to business unit leaders-Oversee third party data feeds, including successful launch of file format update and platform migrations-Manage vendor relationships to ensure successful project coordination-Analyzed vendor securities valuation data for quality assurance of firm's securities portfolio-Initiated RFP process to negotiate new contract for firm’s pricing vendor, which saved firm $300k+ over 3 years.-Nominated to participate in Baird’s ‘Influence Leader’ development program

-Earned FINRA Series 7 & 66 Licenses-Completed data analysis of corporate actions to ensure accurate processing of client cost basis and taxability records-Managed firm's proxy and prospectus process, including creation of automation of annual SEC N-PX audit-Vendor relationship management -SQL Database query development and analysis-Awarded 2018 Operations Solution-a-Thon 1st Place Prize Winner

-Direct and motivate branch team to exceed sales and revenue goals by integrating products and services with customers’ needs -Coordinate sales efforts with branch business partners including U.S. Bank Home Mortgage, Private Client Group, and Business Banking-Client management-Ensure compliance with all banking laws and regulations-Lead branch to provide exemplary customer service-Manage branch PnL-Actively participate in the community in order to market and promote U.S. Bank products and services.-Organize outbound small business calling efforts to expand business banking customer base-Complete international and domestic wire transfers

-Successfully completed 2 year rotational training program in branch operations, performance management, customer service, consumer and business lending, banking policy and regulations, and colleague coaching and development methods. -Led all leadership development program trainees in lending production and customer service survey results-Successfully integrated with branch teams across the various bank locations where I completed my training rotations

Lead branch team of 8 colleagues to meet and exceed production and revenue goals. Additional responsibilities include, but not limited to:-consumer and small business lending-maintaining compliance with federal banking regulations and internal bank controls-customer service quality assurance-PnL management-Sales campaign management-coaching and development

-Responsible for managing the day to day operations of a $80 million gross sales supercenter in the challenging Metropolitan Milwaukee market.-Managed approximately 50 associates including 8 managers spanning two levels of management (zone supervisors and department managers). -Responsible for strategic planning, sales analysis, and meeting performance metrics such as inventory accuracy. -Managed human resource functions for my assigned areas such as scheduling, performance evaluations, compliance, and hiring.

-Served as intern for both the Marketing and Human Resources Directors-Developed marketing campaigns, managed the credit union's social media presence, and analyzed competitors-Assisted branch managers with employee scheduling.-Created monthly newsletters for credit union members

-Provided exemplary customer service as a teller to meet credit unions members' financial goals and needs. -Assisted the lending department with organizing lending documentation and filing procedures.

University Health And Counseling Services

-Reviewed medical coding on patient billing to ensure accuracy-Assisted in budget analysis for the facility-Managed the Massage Therapy program's billing and expense account.-Served as a budget analyst for the non-profit organization, Working for Whitewater's Wellness (W3) by managing the organization's cash flow and providing a biweekly budget report to the board of directors.

Master Of Science - Ms, Data, Insights, And Analytics

Master Of Science (M.Sc.), Professional Development, 4.0/4.0 Gpa

Activities and Societies: Emerging AD

Bachelor Of Business Administration - Bba, Business Administration And Management, General, 3.9

Activities and Societies: -Graduated magna cum laude -Served as President and Treasurer of General Management Student Organization.