Brian Burns

Brian Burns Email and Phone Number

Consultant C&A Consulting LLC. @ C&A Consulting LLC
new york, new york, united states
Brian Burns's Location
Greater Richmond Region, United States
Brian Burns's Contact Details
About Brian Burns

Highly accomplished Senior Executive with over 40 years of successful experience in the Financial Services Industry with increasingly complex and diverse responsibilities in Wealth Solutions, Mutual Fund Underwriting and Distribution, Custody, Securities Lending, Systems, Brokerage operations, Sub-accounting and Banking services. Developed and introduced strategic initiatives and operational improvements. Strong track record of increasing profit margins with effective expense discipline. Extensive turnaround achievements in the financial services sector. Managed budgets to $83M and 320 staff. Built top-performing teams that increased revenue while dramatically improving client satisfaction.Specialties: Building and mentoring winning teams. Forging strong relationships with clients, regulatory agencies and internal teams. Reengineering processes to improve efficiency. Identifying and successfully exploiting new business opportunities. Designing and implementing new product offerings.

Brian Burns's Current Company Details
C&A Consulting LLC

C&A Consulting Llc

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Consultant C&A Consulting LLC.
new york, new york, united states
Employees:
19
Brian Burns Work Experience Details
  • C&A Consulting Llc
    Independent Consultant
    C&A Consulting Llc Mar 2021 - Present
    Virginia, United States
    Senior executive and consultant in the financial services industry with primary roles in FinTech and Software Services. Over 40 years of successful experience in the Financial Services Industrywith increasingly complex and diverse responsibilities in Wealth Management Solutions,Mutual Fund Underwriting and Distribution, Custody, Securities Lending, Systems,Brokerage operations, Sub-accounting and Banking services.
  • Investedge, Inc.
    Ceo
    Investedge, Inc. Feb 2009 - Dec 2020
    Execute the company's growth strategy by building innovative products that solve clients business issues, delivering exceptional services that build long term relationships and attract and retain people commited to helping the company achieve these goals.
  • Mutual Funds Direct
    Ceo
    Mutual Funds Direct Sep 2007 - Feb 2009
    Responsible for all sales, operations and compliance to FINRA and SEC regulations for broker providing mutual fund underwriting functions.Founded company. Responsible for creating company business plan to support regulatory service for orphaned mutual fund accounts. Submitted plan and participated in membership interview with FINRA. Obtained approval to start BD operations. FINRA Series 7,24,27,53,63
  • Pfpc Distributors, Inc
    President, Ceo & Chairman
    Pfpc Distributors, Inc Jan 2003 - Sep 2007
    Responsible for all sales, operations and compliance to FINRA and SEC regulations for broker subsidiary providing essential mutual fund underwriting functions. Establish strategic direction and identify new business opportunities.Created regional wholesaler network for large bank Mutual Fund to support increased distribution of their proprietary Fund through third parties, primarily broker dealers. Hired national wholesaler to assist client in managing external distribution network, licensed and supervised regional wholesalers and restructured marketing materials.
  • Pnc
    Svp
    Pnc 1989 - 2007
    Managed all business operations for firm providing business to business services for: private labeled Banking Transaction Services, Mutual Fund Sub-accounting and shareholder services to the financial services community. Responsible for Global Custody, Securities Lending and Advisor Systems. Created PNC Bank’s Securities Lending Program producing over $16B in loans and $23M in revenue at 65% pretax profit margin. Increased Institutional Custody assets and revenue by over 300% in four years, resulting in total assets under administration of $380B, with revenue of $28.5M and 50% profit margin. Created PNC Advisor’s e-commerce strategy and implementation plan. Launched www.pncadvisors.com September 2000.
  • Drexel Burnham Lambert
    Vp
    Drexel Burnham Lambert 1980 - 1988
    Managed staff of 68 responsible for domestic and international cash and stock dividends, bond interest, P&I, and proxy processing. Selected as one of seven employees to participate in a 45 week management training program. Managed stock record, money balancing, and security audits sections of Control Department.

Brian Burns Skills

Mutual Funds Financial Services Portfolio Management Strategic Planning Management Asset Management Banking Securities Budgets Business Process Improvement Series 7 Product Development Investments Equities Securities Lending Risk Management Alternative Investments Team Building Business Strategy Strategy Customer Satisfaction Back Office Business Planning Wealth Management Hedge Funds Middle Office New Business Development Product Management Business Analysis Process Improvement Mergers And Acquisitions Fixed Income Business Development Change Management Sales Management Customer Service Accounting Business Process Re Engineering Bloomberg Bonds Marketing Finra Executive Management Innovation Consulting Leadership Development Business Reengineering P&l Discipline Customer Relations Budgeting Leadership Account Management Contract Negotiation Sales Process Crm Sales Selling Sales Operations Strategic Partnerships Direct Sales Cold Calling Selling Skills Salesforce.com Lead Generation Sales Presentations

Brian Burns Education Details

Frequently Asked Questions about Brian Burns

What company does Brian Burns work for?

Brian Burns works for C&a Consulting Llc

What is Brian Burns's role at the current company?

Brian Burns's current role is Consultant C&A Consulting LLC..

What is Brian Burns's email address?

Brian Burns's email address is bc****@****aol.com

What is Brian Burns's direct phone number?

Brian Burns's direct phone number is +163174*****

What schools did Brian Burns attend?

Brian Burns attended Pace University.

What skills is Brian Burns known for?

Brian Burns has skills like Mutual Funds, Financial Services, Portfolio Management, Strategic Planning, Management, Asset Management, Banking, Securities, Budgets, Business Process Improvement, Series 7, Product Development.

Who are Brian Burns's colleagues?

Brian Burns's colleagues are Amanda Paige, Sergio Otro Correo, Sima_catalin86 Catalin, Thomas Guarnieri, Tony Pesce, Nader Fakhouri, Nancy Fugosich-Cheng.

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