Brian Sussman Email & Phone Number

New York, NY, US

New York, NY, US

New York, NY, US

Boston, MA, US

London, GB

• Client Engagement: Fortune 500 Wealth & Asset Management Firm
• Investigated, as team of 6, over-the-counter derivative reporting requirements in 5 regions using key differences among the regulatory bodies to test for incorrect submissions which were the basis for the team’s.
• Normalized the client’s master list of accounts, created an interactive dashboard, and categorized errors found
• Presented possible client engagements revolving around sustainable finance to 3 partners and 4 directors
• Established the go to market strategy for “Return to University” client projects with 9 other interns

Chicago, IL, US

• General Electric Transportation is the world's largest locomotive maker.
• Created a foreign exchange model that predicted foreign exchange exposure saving $10 million in 10 weeks
• Streamlined all banking information into one platform and discovered 5 accounts worth $2.9 million aggregated not being reported
• Updated inter-company loan tracker and treasury management system automating all cash accounting
• Trained the new hires within finance department office policies, basic accounting, and work expectations
• Managed 9 interns and hosted 5 round-tables giving everyone a holistic understanding of GE’s business model

New York And Palo Alto, NY & CA, US

• Centana Growth Partners is a private equity firm that specializes in the financial technology sector.
• Conducted market and competition research for potential portfolio investments
• Updated and managed Salesforce CRM database tracking investors, potential investments, and third-party vendors.

• The Kelley Living and Learning Center provides social, academic, and volunteering opportunities for dedicated Freshman interested in business.
• Facilitate social, educational, and philanthropic events for over 700 students
• Allocate necessary funds from several department budgets to present programs
• Manage many student committees that assist in the implementation of many occasions

• Chen-A-Wanda is a seven week sleep away camp in the Pennsylvanian Catskill mountains. Activities range from sports and hiking to art & crafts and cooking. Counselors work eighteen hour days and are expected to be.
• Responsible for safety and entertainment for twelve eight grade boys
• Received “Counselor of the Week” for excellence in leadership and adaptability
• Forged interpersonal relationships with co-workers, campers, and management

Harrison, NY, US

• InsMed Insurance is a medical and life insurance third party broker for medical professionals. Insmed also advises clients on financial and loan decisions. Insmed has active branches in all of the Continental United.
• Analyzed sales’ performances, discovered inefficiencies, and after presenting plan to CEO the company increased profits by $6,700 in four weeks
• Shadowed actuaries and learned basic data analytic tools and statistical formulas
• Optimized storage and query features within business's computer applications