Brian Morelli
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Brian Morelli Email & Phone Number

VP, Marketing Compliance Manager at PineBridge Investments
Location: United States, United States, United States 5 work roles 2 schools
1 work email found @pinebridge.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@pinebridge.com
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Current company
PineBridge Investments
Role
VP, Marketing Compliance Manager
Location
United States, United States, United States
Company size
700 employees

Who is Brian Morelli? Overview

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Quick answer

Brian Morelli is listed as VP, Marketing Compliance Manager at PineBridge Investments, a company with 700 employees, based in United States, United States, United States. AeroLeads shows a work email signal at pinebridge.com and a matched LinkedIn profile for Brian Morelli.

Brian Morelli previously worked as Distribution Compliance Manager at Manulife Investment Management and Distribution Compliance Sr. Analyst at Manulife Investment Management. Brian Morelli holds M.Div., Divinity from Gordon-Conwell Theological Seminary.

Company email context

Email format at PineBridge Investments

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{first}.{last}@pinebridge.com
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Profile bio

About Brian Morelli

Seasoned compliance professional with over 10 years of experience in investment and distribution compliance. Collaborative and solution-oriented in the development of thorough and efficient processes to satisfy business needs and regulatory requirements. Builds trust and rapport with stakeholders across the business. Excellent communication, prioritization, and organizational skills.

Listed skills include Theology, Pastoral Care, Public Speaking, Preaching, and 25 others.

Current workplace

Brian Morelli's current company

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PineBridge Investments
Pinebridge Investments
VP, Marketing Compliance Manager
new york, united states
Website
pinebridge.com
Employees
700
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Company profile
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5 roles

Brian Morelli work experience

A career timeline built from the work history available for this profile.

Distribution Compliance Manager

Manulife Investment Management

Boston, MA

  • Manage international team (3-5) which reviews conducts marketing and advertising review for public and private market strategy and fund materials for global distribution (30+ jurisdictions)
  • Oversee distribution of both routine and bespoke highly complex, hypothetical materials while ensuring cross-border regulatory and GIPS compliance
  • Resolve distribution challenges for new products targeting both retail and institutional audiences
  • Produce training modules and conduct live training on policies, procedures and regulations
  • Develop productivity metrics and reporting for managementProduct types: open-end funds, closed-end funds, separately managed accounts, private placements, model portfolios, CITsRegulatory regimes: 40 Act, Advisors Act.
Mar 2019 - Dec 2022

Investment Compliance Team Leader

Manulife Investment Management

Boston, MA

  • Managed local team (5+) which conducted pre-trade (10 minute SLA) and post-trade monitoring of broad range of equity, fixed income, derivative accounts subject to various global regulatory restrictions
  • Resolved real-time potential breaches with portfolio managers and traders
  • Coded rules into Charles River and Bloomberg from regulations, legal documents, IMA’s
  • Organized system of recordkeeping of coding and documentation for each account
  • Lead training for portfolio managers and traders on regulatory and client compliance requirementsRegulatory regimes: 40 Act, UCITS, MGF, MPF, 81-102Systems: Bloomberg, Charles River, Holt
Aug 2013 - Jun 2015
Team & coworkers

Colleagues at PineBridge Investments

Other employees you can reach at pinebridge.com. View company contacts for 700 employees →

KE Kate E. Faraday Kate E. Faraday Colleague at Pinebridge Investments New York, New York, United States, United States View → JH June Hung June Hung Colleague at Pinebridge Investments Hong Kong SAR, Hong Kong View → FO Francis Owusu, Cfa Francis Owusu, Cfa Colleague at Pinebridge Investments New York, New York, United States, United States View → KK Kanetora Kurokawa Kanetora Kurokawa Colleague at Pinebridge Investments Japan, Japan View → 陳C 陳以文Even Chen 陳以文Even Chen Colleague at Pinebridge Investments Taipei City, Taipei City, Taiwan, Taiwan, Province Of China View → MC Monica Chen Monica Chen Colleague at Pinebridge Investments Taiwan, Taiwan, Province Of China View → AM Avinash M Avinash M Colleague at Pinebridge Investments Mumbai, Maharashtra, India, India View → YP Yuki Paul Matsumura Yuki Paul Matsumura Colleague at Pinebridge Investments Los Angeles, California, United States, United States View → BS Brent Strickland Brent Strickland Colleague at Pinebridge Investments Los Angeles County, California, United States, United States View → CY Crystal Yuan Crystal Yuan Colleague at Pinebridge Investments Los Angeles Metropolitan Area, United States View →
2 education records

Brian Morelli education

FAQ

Frequently asked questions about Brian Morelli

Quick answers generated from the profile data available on this page.

What company does Brian Morelli work for?

Brian Morelli works for PineBridge Investments.

What is Brian Morelli's role at PineBridge Investments?

Brian Morelli is listed as VP, Marketing Compliance Manager at PineBridge Investments.

What is Brian Morelli's email address?

AeroLeads has found 1 work email signal at @pinebridge.com for Brian Morelli at PineBridge Investments.

Where is Brian Morelli based?

Brian Morelli is based in United States, United States, United States while working with PineBridge Investments.

What companies has Brian Morelli worked for?

Brian Morelli has worked for Pinebridge Investments and Manulife Investment Management.

Who are Brian Morelli's colleagues at PineBridge Investments?

Brian Morelli's colleagues at PineBridge Investments include Kate E. Faraday, June Hung, Francis Owusu, Cfa, Kanetora Kurokawa, and 陳以文Even Chen.

How can I contact Brian Morelli?

You can use AeroLeads to view verified contact signals for Brian Morelli at PineBridge Investments, including work email, phone, and LinkedIn data when available.

What schools did Brian Morelli attend?

Brian Morelli holds M.Div., Divinity from Gordon-Conwell Theological Seminary.

What skills is Brian Morelli known for?

Brian Morelli is listed with skills including Theology, Pastoral Care, Public Speaking, Preaching, Biblical Studies, Religion, Youth Ministry, and Teaching.

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