Brandon O'Connor, Cfa work email
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Brandon O'Connor, Cfa personal email
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With nearly a decade of experience in finance, strategy, and product management, I'm passionate about creating and delivering innovative solutions that help clients run their businesses better.As the Head of Product & Strategy at Payall, I lead a team of talented professionals who are committed to transforming the way businesses and consumers pay and get paid.I hold the Chartered Financial Analyst credential, and have a strong background in data analysis, market research, and business development. I thrive in a fast-paced and collaborative environment, where I can leverage my skills and expertise to drive growth, efficiency, and customer satisfaction.In my current role, I'm responsible for defining and executing the product vision and strategy for Payall, a leading provider of payment systems and automated services for businesses of all sizes. I oversee the product development and marketing functions, and ensure alignment with the company's goals and values.I also have experience managing relationships with key stakeholders, partners, and investors.With experience leading and building Data and Analytics teams within the Financial Industry, I use my analytical skills, finance knowledge, and strategy expertise to make data-driven decisions and deliver value to customers and shareholders.
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Svp, Embedded BankingKeybankHartford, Ct, Us -
Founder & Chief Operating OfficerFreely Payments Oct 2023 - PresentWashington Dc-Baltimore Area -
CooThe It Bootcamp Jun 2019 - Present•Steer business strategy and operational oversight to support growth•Led and executed seed round funding•Grew from Pre-rev to 7 figure business -
Svp, Head Of Product & StrategyPayall Payment Systems, Inc. Aug 2022 - Nov 2023Washington Dc-Baltimore Area -
Analytics And Strategy ManagerKeybank May 2021 - Aug 2022Washington Dc-Baltimore Areao Build actionable analytics into infrastructure of business to drive targeted sales activityo Identify growth strategies and cross-sell opportunities within existing business through datao Marry internal insights with external trends to quantify new market opportunities -
Vp, Business Banking Sales Enablement And StrategyKeybank Dec 2017 - May 2021Boston, Massachusetts, United Stateso Developed client strategy and product design to improve end-to-end CXo Formed perspectives on new business lines in relation to macroeconomic trends to drive growtho Crafted and executed industry driven approach to client sales and solutions -
Vp, Fintech Payments Strategy, Commercial PaymentsKeybank Aug 2017 - Dec 2017Cleveland/Akron, Ohio Areao Evaluated strategic fit and analyzed financials of Fintech partnerso Presented pressing issues and opportunities within the market to leadership to advance businesso Led creation of material for Board of Directors meetings and LOB Initiative Planning discussions -
Sr. Product Analyst, Commercial PaymentsKeybank Jul 2016 - Aug 2017Cleveland/Akron, Ohio Areao Analyzed product portfolios to identify growth drivers and assisted in unlocking captive revenueo Evaluated vendor relationships, and helped structure and negotiate new contractso Assisted in due diligence of $3.6 billion acquisition of FNFG bank, and helped integrate into business -
Corporate Banking Analyst, Commercial PaymentsKeybank Apr 2015 - Jul 2016Cleveland/Akron, Ohio Areao Built pricing models for payments solutions that were applicable across the businesso Executed prospecting activities to drive new revenue, assisted in strategy development and executiono Built and maintained client facing pitch materials and documents along with pricing proposals -
Commercial Credit Risk AnalystKeybank Jul 2014 - Apr 2015Cleveland/Akron, Ohio Areao 10 week training program, including financial accounting classes, credit risk acumen, Training the Street (TTS), corporate valuation, business etiquette, and presentation skillso Performed fundamental credit analysis on commercial clients and assigned internal risk rating o Aided in the underwriting process for credit products and worked closely with credit officers -
Credit Research AnalystOhio University Fixed Income Management Group Oct 2012 - May 2014Athens, Ohio•Managed and invested $2 million fixed income portfolio, primarily in IG corporate bonds, Fixed Income ETFs and Agency MBS•Led training lessons on CDS, CMO, and MBS, for new members•Constructed and executed investment strategies using yield analysis, duration, and yield curve ETFs to outperform our benchmark
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Credit Research InternLoomis, Sayles & Company Jun 2013 - Aug 2013Boston, Ma•Assisted senior credit research analysts and gathered research related to specific companies, sectors, global trends, etc
Brandon O'Connor, Cfa Skills
Brandon O'Connor, Cfa Education Details
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Finance -
Economics
Frequently Asked Questions about Brandon O'Connor, Cfa
What company does Brandon O'Connor, Cfa work for?
Brandon O'Connor, Cfa works for Keybank
What is Brandon O'Connor, Cfa's role at the current company?
Brandon O'Connor, Cfa's current role is SVP, Embedded Banking.
What is Brandon O'Connor, Cfa's email address?
Brandon O'Connor, Cfa's email address is br****@****ank.com
What schools did Brandon O'Connor, Cfa attend?
Brandon O'Connor, Cfa attended Ohio University, Ohio University.
What skills is Brandon O'Connor, Cfa known for?
Brandon O'Connor, Cfa has skills like Microsoft Excel, Powerpoint, Microsoft Office, Financial Modeling, Leadership, Research, Teamwork, Financial Analysis, Data Analysis, Microsoft Word, Analysis, Finance.
Who are Brandon O'Connor, Cfa's colleagues?
Brandon O'Connor, Cfa's colleagues are Kelly Dorman, Patrick Copeland, Janet Metzgar, Charlotte Kelly, Stephen Yates, Jessie Vidal Mendez, Parveentyagi Tyagi.
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