Brian Taghon Email & Phone Number

Fishers, Indiana

Greenwood, IN

Cheviot Savings Bank in Cincinnati from May 2015 to April 2016. The move to MainSource was due to MSB acquiring CSB.

• Spent the first 11 months at Fifth Third in Credit Analyst role before promotion to Portfolio Manager.
• Responsible for a credit portfolio including financial institutions, third party payment processors, and private equity funds with total hard exposure of nearly $1 billion.
• Capable of analyzing company financials, evaluating the credit risk associated with the bank’s level of exposure, and presenting this information to upper management in written form in a credit request memo.
• Led a bulk annual renewal of Financial Institution Funding Lines for over 100 banks and credit unions across the country with over $600 million in total exposure. This included pulling performance data for each.
• Actively worked with Relationship Managers and Credit Officers to structure deals, establish financial covenants, and provide borrowing flexibility for commercial customers.
• Frequently created and utilized macros in Excel to streamline repetitious everyday tasks and save time.

• Valuable in lead analyst role as a member of three-person team managing family investment portfolios totaling more than $500 million. GenSpring is a subsidiary of SunTrust Bank.
• Sustained client relationships from the very beginning and upheld an open dialogue with clients.
• Meticulously produced various client-specific custom financial reports in Microsoft Excel including: performance reports, cash flow and capital sufficiency analyses, income projections, and risk/return models.
• Used Microsoft Access to track new trust account openings for the entire company.
• Utilized Longview Trading System for buying and selling mutual funds, stocks, and ETFs.
• Coordinated directly with a number of CPA’s on behalf of the clients for estimated tax liability and annual income tax filing.

• Clark ProMedia is an engineering company which designs and installs large-scale audio/visual/lighting auditorium builds across the country.
• Accurately created price quotes for clients and prospects from engineering drawings.
• Actively retrieved pricing information from vendors across the country to update and maintain the Microsoft Access pricing database used by the engineering department.
• Responsible for organization and analysis of monthly and quarterly state sales tax filings.
• Compiled Purchase Orders and Sales Tax Liability Reports in QuickBooks Pro.

• Led semi-annual company-wide due diligence project for financial advisors by creating a database in Microsoft Access and continuously communicating with the advisors on their status.
• This database gave the advisors reporting functionality and the ability to query the database thus enabling them to pull the specific information needed. Recording time was cut in half because all data was entered only.
• Performed thorough research on stocks and mutual funds for the Investment Advisory department.
• Frequently used Microsoft Excel to organize data for the Investment Committee.