Brian L. Email & Phone Number

United States

Chicago, Illinois, United States

Optimized performance, streamlined processes, and spearheaded strategic initiatives to achieve organizational objectives. Provided clear direction and support to regional managers for the seamless operation of their respective areas. Focused on driving excellence through data validation, automation, and trend analysis across financial and operational spheres. Proficient in identifying growth opportunities and streamlining processes. Served as a seamless liaison between the front office and multiple middle office teams, ensuring smooth collaboration. Delivered comprehensive ad hoc reports to senior-level stakeholders, fostering informed decision-making.

Chicago, Illinois, United States

Ensured BMO's commercial banking division maintains full compliance with FDIC 370 policies through comprehensive understanding and implementation.

Chicago, Illinois, United States

As part of the Aon Risk Solutions team, I played a pivotal role in supporting senior stakeholders across Canada, Latin America, and the United States. The primary objective was to facilitate the achievement of company-wide mitigation goals and initiatives, while also driving educational efforts on risk management practices. Worked closely with the Regional Risk Committees of Canada, LATAM, and the U.S., as well as the ARS Global Risk Committee. Collaborated with various departments including Business Operations, Finance, Legal, and Internal Audit. Together, we ensured that the identification, assessment, and mitigation of risk exposures were aligned with organizational objectives.

Chicago, Illinois

Posted daily cash flows and researched corporate actions using Bloomberg. Additionally, reconciled daily cash flow activity against custodial records and performed detailed analysis of investment performance against mutual fund portfolios daily.

Chicago, Illinois

Processed daily net asset values (NAV) for defined contribution and defined benefit retirement plans. Conducted thorough evaluations and reconciliations of diverse investment funds and assets, including mutual funds, benchmark indexes, commingled funds, collective investment trusts, hedge funds, managed futures, limited partnerships, and derivatives contracts such as swaps. Analyzed the impact of investment manager trading activity, income positions, expense accruals, and corporate actions on client portfolio accounts.

Master Of Business Administration - Mba

Liberal Arts & Science

Education record