Senior Vice President
CurrentContinue to grow and build the escheatment process for the Institutional Client Group and other areas within Citi to assist businesses to maximize the efficiency and minimize costs for their abandoned property.
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@citigroup.com
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2 phones found area 516
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Brian Kessler is listed as Senior Vice President at Citigroup, a with 201877 employees, based in Plainview, New York, United States. AeroLeads shows a work email signal at citigroup.com, phone signal with area code 516, and a matched LinkedIn profile for Brian Kessler.
Brian Kessler previously worked as Vice President at Citigroup and Vice President Seligman Services and Seligman Advisors at J&W Seligman. Brian Kessler holds Ba, Communications from City University Of New York-Queens College.
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Business leader with extensive experience managing financial operations with a reputation for providing industry recognized high quality service. Skilled at managing high volumes, strong organizer, motivator and teambuilder successful in managing departments in cross-functional competencies.Specialties: Operations / abandoned property / mutual fund transfer agency / service center management / call center / transaction processing / quality assurance / coaching and counseling / relationship management Licensed FINRA Series 7, 63
Listed skills include Mutual Funds, Abandoned Property, Customer Service Management, Transfer Agency, and 24 others.
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New York
Continue to grow and build the escheatment process for the Institutional Client Group and other areas within Citi to assist businesses to maximize the efficiency and minimize costs for their abandoned property.
Centralizing and coordinating the reporting and escheatment of abandoned property for ICG for various Citigroup entities including Citigroup Global Markets, Inc. and Citibank, N.A.
Supervised a broker dealer for self directed investors to ensure compliance and fiduciary standards were met.Maintained a rigorous departmental oversight.Provided critical information regarding open end and closed end products.Ensured sales reporting integrity.Enhanced and managed the review and critical action necessary for the prevention of market timing.
Directed the daily management and strategic development of client operations, sales reporting, unclaimed property, 401(k) implementation and Institutional Services.Consistent recognition by third party industry measurement firms.Selected as liason to the Board of Directors for all operational questions and concerns.Created, launched, and directed a specialized unit supporting the top financial advisors.Managed the escheatement process and liaised States Unclaimed Property… Show more Directed the daily management and strategic development of client operations, sales reporting, unclaimed property, 401(k) implementation and Institutional Services.Consistent recognition by third party industry measurement firms.Selected as liason to the Board of Directors for all operational questions and concerns.Created, launched, and directed a specialized unit supporting the top financial advisors.Managed the escheatement process and liaised States Unclaimed Property Division to ensure both compliance and proper escheatment and reporting of cash and securities. Show less
Other employees you can reach at citigroup.com. View company contacts for 201877 employees →
Shashank Srivastava
Colleague at CitigroupPune, Maharashtra, India
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Linh Mathis
Colleague at CitigroupFrisco, Texas, United States
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Jackson Winfred
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Ana Vassiles
Colleague at CitigroupNew York, United States
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Łukasz Pacześniak
Colleague at CitigroupOlsztyn, Warmińsko-Mazurskie, Poland
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Aileen Burgeson
Colleague at CitigroupSummerville, South Carolina, United States
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Melony Jones
Colleague at CitigroupNew York, United States
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Yang Dong
Colleague at CitigroupNew York City Metropolitan Area, United States
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Julia Matvieieva
Colleague at CitigroupWarsaw, Mazowieckie, Poland
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Joseph Cutler
Colleague at CitigroupEast Brunswick, New Jersey, United States
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Brian Kessler works for Citigroup.
Brian Kessler is listed as Senior Vice President at Citigroup.
AeroLeads has found 1 work email signal at @citigroup.com for Brian Kessler at Citigroup.
AeroLeads has found 2 phone signal(s) with area code 516 for Brian Kessler at Citigroup.
Brian Kessler is based in Plainview, New York, United States while working with Citigroup.
Brian Kessler has worked for Citigroup, J&W Seligman, and Seligman Data Corp.
Brian Kessler's colleagues at Citigroup include Shashank Srivastava, Linh Mathis, Jackson Winfred, Ana Vassiles, and Łukasz Pacześniak.
You can use AeroLeads to view verified contact signals for Brian Kessler at Citigroup, including work email, phone, and LinkedIn data when available.
Brian Kessler holds Ba, Communications from City University Of New York-Queens College.
Brian Kessler is listed with skills including Mutual Funds, Abandoned Property, Customer Service Management, Transfer Agency, Operations Management, Supervisory Experience, Property, and Securities.
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