Brian Ahern Email & Phone Number

Hartford, Connecticut, United States

➤ Managed complex, multi-product client relationships with CEOs, managing directors, entrepreneurs, and Fortune 500 executives to develop and maintain financial relationships through a team approach.➤ Utilized organizational resources to meet the investment, estate planning, and banking needs of 100 affluent clients, managing more than $300M in assets.➤ Developed, retained, and deepened banking relationships with new and existing clients through active portfolio management and regular client contact, identifying and anticipating clients' financial needs to aid portfolio growth by matching products and services to client goals and assuring a high level of satisfaction.➤ Proactively marketed clients and prospects with service partners, developing a network of referral sources and identified, pursued, and closed sales opportunities for a broad range of financial products and services including corporate finance opportunities.➤ Initiated and maintained strategic dialogue with key clients and prospects, serving as single point of contact for day-to-day client relationship management for several key investment management partners with ultimate accountability in regards to overall client satisfaction, plan direction, and associated deliverables.➤ Collaborated with credit underwriting team on analysis, structuring, negotiation, and documentation of credit requests.➤ Compiled and reported plan metrics to all partners on a daily, weekly, monthly, and quarterly basis and managed analysis, development, and delivery of quarterly and annual management reports and investment reviews with clients adhering to investment policies and oversight procedures.➤ Protected, secured, and properly handled all confidential data held by the organization to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to clients or the organization.