Brian Geiser Email & Phone Number

Columbus, Ohio, United States

Dublin, Ohio, United States

• Led bank account review and reduced banking fees by over 40%• Protected Cardinal’s reputation by limiting the number of advisors with bank access; reduced the number of users by 30%• Partnered with Capital Markets Team to increase FX governance and reduce FX exposure resulting in over $260K in annual savings• Managed Intercompany Settlements resulting in USD $50MM in payments each month across EMEA, APAC, and the Americas• Led project to clear over USD $10MM in Transfer Pricing Adjustments and IC loans for Chile, Colombia, and Korea• Reduced Intercompany loans in EMEA by over EUR 70MM• Partnered with Capital Markets and Corporate Treasury to repatriate USD $135MM to domestic entities

7200 Cardinal Place, Dublin, Oh 43017

• Individually managed the Presource Deal Modeling desk for three months advising on over 50 deals• Modeled over 200 deals in FY19 with over $420 million in total net sales• Advisor on RFI/RFP proposals; collaborated with Sales, Marketing and other business units to ensure bids were executed efficiently• Analyzed P&L profitability to maximize returns to Cardinal Health and minimize business risk to Presource• Led weekly deal review calls with several business leaders to review and evaluate current deal pipeline• Acted as a steward to Cardinal Health by maintaining pricing discipline within Presource to minimize price compression

Columbus, Ohio Area

• 1st Place ACG Cup Case Competition• Finalist Fisher MBA Internal Case Competition• 2nd Place P&G Internal Case Competition• Vice President Fisher Graduate Finance Association• Global Applied Project: Distributed over 200 packH2O’s (TM)and measured their effectiveness in Puebla, Mexico. Created template to bundle water purification and packH2O’s (TM) at local schools to reach maximum market penetration and clean water distribution

Columbus, Ohio Area

• Spearheaded a sensitivity analysis for a transportation company to help bring the company to market• Led strategic analysis for an air ambulance revenue cycle company to assist in a $10MM debt capital raise• Negotiated a new non-disclosure agreement for a Medicare reporting company which led to a $500K capital raise• Reviewed and designed an updated pitchbook to sign a home healthcare company for a $20MM sale• Authored a white paper on the medical marijuana industry

Akron, Ohio

• Scored 95% on the Series 6 Exam.• Partnered with Private Client Adviser to close over $6 million is investment sales in the first six months of employment.• Moved the Akron Square Branch up 25 positions to a "Performance level 3" from a "Performance level 5" by writing over $6 million in new investment sales and acquiring 24 private clients.• Contributed to an increase in customer satisfaction from 57% to 78% by engaging all clients and identifying problems before major escalation.

Canton Ohio

• Earned top revenue producer for identifying over 500 customers with a need for cell phone accessories. Sold $500,000 of product in third quarter 2014. • Achieved top insurance provider for consulting with over 100 clients who benefited from insurance programs for their cellular devices. Sold $1,500 in monthly insurance revenue in third quarter 2014. • Selected as lead team member in coaching and role playing sessions, headed weekly and monthly sales training sessions.

Cuyahoga Falls

• Accomplished lead banker in digital adoption sales for first quarter: Assisted client use on Mobile banking, online banking, online bill pay and smart ATM access that led to customer retention and lower attrition• Initiated new format for creating and maintaining employee schedules which allowed branch manager to focus on growing new business and increasing deposit and investment balances

• Increased overall student base and gross revenue by over 180% from 2006 to 2013 through several key programs: after school enrichment programs, physical education classes and door to door marketing.• Reduced overhead and focused on customer satisfaction resulting in higher gross revenues, which drove increased profitability from 8% to 17% as a percentage of sales over same period.• Led expansion of a new 6,000-square-foot facility.• Profiled potential clients to ascertain optimal training program.• Processed and tracked daily sales in QuickBooks to monitor company profitability.• Created a student and employee leadership training program. Designed a format for mentors and employees to be trained.

Master Of Business Administration - Mba, Finance, General

Business Finance, Finance, General