Brian Borchert Email & Phone Number

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, SEC Marketing Rule); and product/technology rollouts within the Wealth Management space like some of our Alternative Investment offerings, Private Equity fund offerings, and changes to the field distribution Grid and Product pricing framework.

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 startup incubator in the Spring of 2023 cohort.

Teaneck, New Jersey, Us

• 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

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.

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.

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.

Milwaukee, Wi, Us

• 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.

• 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.

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.

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

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.

- 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

Milwaukee, Wisconsin, Us

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

Doctor Of Law (J.D.), Law

B.A., Spanish Studies

B.S., Sports Management