Brandon Exley Email & Phone Number

North East, PA, US

North East, PA, US

North East, PA, US

Buffalo, NY, US

• Relationship manager focusing on small middle-market companies with revenue between $5MM and $30MM.
• Demonstrated strong portfolio growth through in-depth strategizing, proper credit structuring, consultative selling, and exceptional customer care.
• Facilitate the relationship strategy through the involvement of key business partners to drive the strategic value to the customer.
• Effectively involves senior management to develop vertical client relationships.
• Develop new customer relationships by utilizing a focused and proactive lead generation process through the development of a diverse COI network.
• Effectively manage and monitor the timely financial statement and covenant reporting to ensure proper risk rating of each relationship.

Buffalo, NY, US

• Performed valuations of businesses ranging in size from $1MM to over $200MM in revenue.
• Developed quantitative models to value closely held non-public companies.
• Assisted in the development of standards for the firms business valuation department.
• Advised clients in the development of projected financial statements.
• Completed multiple audits, reviews and compilations of non-public company financial statements.
• Completed federal and state tax returns for corporate entities and individuals.

• Assisted Portfolio Manager in daily portfolio rebalancing and account maintenance.
• Met with the firm’s retirement plan clients to discuss current financial market updates, model asset allocation, and their specific goals.
• Assisted client’s with their liquidity needs and invested cash deposits.
• Monitored and analyzed the performance of current and potential investment holdings.
• Assisted in the research and development of the firm’s investment models.
• Aided in investment market and economic research and analysis.

Washington, DC, US

• Served as an Infantry Reconnaissance Scout, Team Leader and Section Leader for a platoon of Marines while deployed in multiple combat operations in Iraq.
• Awarded the Nation Defense Medal, Combat Action Ribbon, Presidential Unit Citation, Good Conduct Medal, Sea Service Deployment Ribbon with one star, and Operation Iraqi Freedom Medal.