Brian Grego Email & Phone Number

Cincinnati, Oh, Us

Cincinnati, Ohio, United States

o Review and process credit applications for new customer accounts.o Collaborate with sales representatives to collect necessary documents to approve credit for new and existing customers.o Process and review credit limit increase requests on existing accounts using credit report information, payment trend analysis, customer financials, marketplace information, and debt and stock ratings.o Resolve customer complaints and verify select financial transactions.o Perform proactive risk reviews on a portfolio of customer accounts and collaborate with assigned teams to improve results.

Ft. Benning, Vilseck Germany, Afghanistan

Enlisted as Specialist, Grade 4 - responsible for training, maintenance, health, welfare, discipline of a seven man infantry team Repeatedly selected ahead of peers to assume duties of squad leader - recognized for “phenomenal leadership” and received 12 awards for exceptional performance and team leadershipOne-year deployment to AfghanistanConducted over 250 combat patrols, trained and assessed seven Afghan national police checkpointsResponsible for soldier and gear accountability – issued over $12.5 MM in weapons and sensitive equipment (100% accountability - no lost equipment)One of four soldiers (out of 1500) recognized for outstanding professionalism during mission readiness exercise

Chicago Il

o Manage execution on S&P 500 Options on future trades for three major portfolios consisting of over $350MM in assetso Act as a trusted adviser to customers through effective communication of fund updates and implementation of trade strategieso Present proposals of trades and fund allocations to senior executives with the goal of increasing customer wealth and engagemento Maintain and deliver daily reports, overnight positions, and trade tickets for all tradeso Responsible for placing trades with trading desk located in the S&P options pit in the CMEo Ensure all trades are properly allocated from FCMs, maintain correct NLVs and margin numbers daily

Chicago, Il

First exposure to the workforce – learned punctuality, dependability, how to interact with business leaders, and navigating the professional office environment