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Brian Borchert Email & Phone Number

Lifelong learner | strategic consultant | servant leader | change management advocate | attorney | CFP®️ Professional | productivity-driven | entrepreneur | father at Northwestern Mutual
Location: Mequon, Wisconsin, United States 16 work roles 4 schools
1 work email found @northwesternmutual.com 1 phone found area 212 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email b****@northwesternmutual.com
Direct phone (212) ***-****
LinkedIn Profile matched
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Current company
Role
Lifelong learner | strategic consultant | servant leader | change management advocate | attorney | CFP®️ Professional | productivity-driven | entrepreneur | father
Location
Mequon, Wisconsin, United States

Who is Brian Borchert? Overview

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Quick answer

Brian Borchert is listed as Lifelong learner | strategic consultant | servant leader | change management advocate | attorney | CFP®️ Professional | productivity-driven | entrepreneur | father at Northwestern Mutual, based in Mequon, Wisconsin, United States. AeroLeads shows a work email signal at northwesternmutual.com, phone signal with area code 212, and a matched LinkedIn profile for Brian Borchert.

Brian Borchert previously worked as Senior Director - Change Management at Northwestern Mutual and Partner at Cream City Private Capital. Brian Borchert holds Master Of Business Administration (M.B.A.), Finance, General from Marquette University.

Company email context

Email format at Northwestern Mutual

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{first}{last}@northwesternmutual.com
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Profile bio

About Brian Borchert

With over nine years of combined experience in change management, management consulting, and entrepreneurship, I am a versatile and strategic consultant who leverages my financial planning and legal practice background to deliver value to my clients and partners. I hold a CFP® certification, a JD degree, and an MBA degree focused on finance.As a Senior Director of Change Management at Northwestern Mutual, I lead a team of assistant directors and change consultants that drives a horizontal, start-to-finish change management project portfolio that spans two large workstreams: regulatory initiatives and product/technology rollouts within the Wealth Management Company space. I have successfully managed multiple high-impact change initiatives across the organization, such as Regulation Best Interest, DOL Fiduciary Rule, NAIC Regulations, SEC Marketing Rule, and alternative investment offerings. I have a proven track record of building trust and rapport with my colleagues and business partners, and delivering optimal results that align with their needs and preferences.

Listed skills include Legal Research, Social Media, Financial Planning, Business Planning, and 34 others.

Current workplace

Brian Borchert's current company

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Northwestern Mutual
Northwestern Mutual
Lifelong learner | strategic consultant | servant leader | change management advocate | attorney | CFP®️ Professional | productivity-driven | entrepreneur | father
AeroLeads page
16 roles · 22 years

Brian Borchert work experience

A career timeline built from the work history available for this profile.

Senior Director - Change Management

Current

Milwaukee, WI, US

Lead a team of Assistant Directors and Change Consultants that drives a horizontal, start-to-finish change management project portfolio that spans two large workstreams - regulatory initiatives that impact our field distribution system and internal corporate business partners (most recently Regulation Best Interest, DOL Fiduciary Rule, NAIC Regulations.

Jan 2022 - Present

Partner

Current
Cream City Private Capital
Feb 2020 - Present

Founder

Moatkeeper

Moatkeeper is a SaaS platform that helps property owners protect their homes and buildings with a data-driven approach that organizes preventative maintenance that, in turn, pays for itself in avoiding emergency service calls and extending the serviceable life of systems and appliances.- Graduate of the Milwaukee Tech Hub Coalition funded FOR-M tech.

Jan 2023 - Aug 2024

Manager, Digital Business & Technology (Db&T) Organizational Change Management

Teaneck, New Jersey, US

May 2021 - Jan 2022

Senior Managing Consultant

Bb Consulting
  • Fact find with C-level executives on baseline corporate functioning to develop strategies to improve organizational growth, structure and operation.
  • Create and conduct coaching and training sessions for various audiences including customer management and leadership.
  • Collaborate with stakeholders to inspire faster adoption, greater utilization, and increased proficiencies on integrated solutions from consulting outcomes
  • Assist in product development, content delivery, and growth strategy
Aug 2019 - May 2021

Senior Activation Consultant

New York, New York, US

  • Cultivate relationships with field advising leadership and financial advisors to create alignment on software platform rollout and prepare enterprise change management.
  • Manage strategic workflow and direction of seven subordinate Activation Specialists.
  • Drive adoption and continued usage of SaaS financial planning software in order to gather statistically significant data points to measure sales efficiency and efficacy.
Mar 2017 - Jul 2019

Advice Strategy Senior Consultant

Milwaukee, WI, US

  • Participated in agile scrum construction of new hybrid financial planning software after NM’s May 2015 acquisition of LearnVest.
  • Focused on layout, copy design and data delivery for the client experience on both their tangible and digital financial plan.
Oct 2016 - Mar 2017

Planning And Sales Consultant

Milwaukee, WI, US

  • Facilitated financial planning consultations and product sales support to advising force on financial issues and industry products.
  • Provided additional counsel as a subject matter expert on Social Security planning, student loans, and repayment plans and nonqualified deferred compensation plans.
May 2015 - Oct 2016

Associate Attorney

Goodman Katz & Scheele
  • Performed trial level litigation of commercial, civil, and criminal and equitable actions.
  • Drafted pleadings, commercial documents, and discovery documents.
  • Appeared before state and federal judges at all stages of litigation.
  • Engaged in a wide array of complex litigation strategy, research, and analysis of both, novel client-based legal and non-legal issues.
Dec 2011 - Oct 2013

Associate Attorney

Gupta Law Office
  • Reviewed and analyzed client medical records and billing statements of personal injury and medical malpractice clients.
  • Performed complex litigation analysis of both statutory and common law issues.
Aug 2011 - Dec 2011

Legal Intern

Valparaiso School Of Law Legal Clinic

Entered appearances, reviewed discovery, drafted and filed necessary pre-trial and trial motions, conducted client meetings, attended and conducted hearings and trials for criminal defendants.Successfully argued and received a not guilty decision in an OWI bench trial in Porter County Court #6 in front of Honorable Judge Jeffrey Thode.

Aug 2010 - May 2011

Law Clerk

Goodman, Katz & Scheele

Drafted court documents and pleadings, conducting legal research, reviewed discovery and maintained client files

May 2010 - Aug 2010

Law Clerk, Trial And Appellate Level

US

Conducted legal research, drafted memos and court briefs, interviewed clients, reviewed discovery, and offered trial assistance to attorneys of the Lake County Public Defender Felony Division.

Jun 2009 - Jun 2010

Special Education Paraprofessional

- Provided extra instruction and review to aid 20-30 learning disabled students- Developed study skills and academic plans to help students succeed - Observed classrooms to monitor student performance and behavior

Mar 2007 - Jun 2008
4 education records

Brian Borchert education

Master Of Business Administration (M.B.A.), Finance, General

Marquette University

Doctor Of Law (J.D.), Law

Valparaiso University School Of Law

B.A., Spanish Studies

University Of Minnesota

B.S., Sports Management

University Of Minnesota
FAQ

Frequently asked questions about Brian Borchert

Quick answers generated from the profile data available on this page.

What company does Brian Borchert work for?

Brian Borchert works for Northwestern Mutual.

What is Brian Borchert's role at Northwestern Mutual?

Brian Borchert is listed as Lifelong learner | strategic consultant | servant leader | change management advocate | attorney | CFP®️ Professional | productivity-driven | entrepreneur | father at Northwestern Mutual.

What is Brian Borchert's email address?

AeroLeads has found 1 work email signal at @northwesternmutual.com for Brian Borchert at Northwestern Mutual.

What is Brian Borchert's phone number?

AeroLeads has found 1 phone signal(s) with area code 212 for Brian Borchert at Northwestern Mutual.

Where is Brian Borchert based?

Brian Borchert is based in Mequon, Wisconsin, United States while working with Northwestern Mutual.

What companies has Brian Borchert worked for?

Brian Borchert has worked for Northwestern Mutual, Cream City Private Capital, Moatkeeper, Cognizant, and Bb Consulting.

How can I contact Brian Borchert?

You can use AeroLeads to view verified contact signals for Brian Borchert at Northwestern Mutual, including work email, phone, and LinkedIn data when available.

What schools did Brian Borchert attend?

Brian Borchert holds Master Of Business Administration (M.B.A.), Finance, General from Marquette University.

What skills is Brian Borchert known for?

Brian Borchert is listed with skills including Legal Research, Social Media, Financial Planning, Business Planning, Estate Planning, Consulting, Technology Integration, and Business Development.

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