Brian Reeves Email & Phone Number

Park City, UT, US

Park City, UT, US

• Report to the CEO and manage all treasury and finance to advance the company's mission to eliminate natural gas flaring by capturing, converting, and utilizing gas onsite in an environmentally friendly way.
• Spearheaded the implementation of a new financial reporting system, enhancing data accessibility and streamlining reporting processes, resulting in a 25% improvement in reporting efficiency.
• Implemented a dynamic forecasting model, improving the accuracy of cash flow projections and identified cost inefficiencies.
• Manage all reporting, forecasting, payroll and operational tasks and maintain timely A/P and A/R payments.

• Launched financial services consulting practice, specializing in insurance and investment solutions for advisors. Drove market penetration, established key partnerships, and delivered tailored solutions for clients.
• Produced market research and innovative investment product designs for the $900 billion stable value market.
• Developed new business plans to expand the distribution of alternative investments within the $180 billion investment grade trade finance market.
• Provided design concepts and expertise for collaborations with computer engineering developers which helped secure a $20 million software development project for institutional investment products.
• Crafted a business plan pinpointing a new market with assets exceeding $2 billion annually that the firm could strategically pursue.

Newport Beach, CA, US

• Led institutional product sales, underwriting, operations, stable value compliance teams and managed a $22 billion product portfolio.
• Secured $800 million in AUM utilizing four newly created investment credit strategies for stable value investors.
• Provided advice to 10 institutional client investment managers and corporate sponsors collectively representing $250 billion assets under management.
• Supervised the $6 billion spread lending business, institutional investment product portfolio, and provided guidance on hedging strategies and asset/liability cash flow matching.
• Implemented stable value wrap business growth after the completion of a comprehensive risk study which included input from legal counsel, rating agencies, consultants, and enterprise risk management.

Newport Beach, CA, US

• Managed all financing transactions and arrangements for the entire company’s insurance operations.
• Forged strong capital markets and banking relationships, successfully raising over $3.5 billion. Implemented a flexible design to capitalize growth, enhance the balance sheet, and broaden covenant flexibility
• Restructured the company’s liquidity analysis from static measure to dynamic cash flow forecasting.
• Increased the company’s working capital credit facility by $250 million, a 50% increase, and solidified critical banking relationships during the 2008 financial crisis.
• Structured and arranged a $440 million letter of credit facility to finance AXXX/XXX reserves for a merger & acquisition of a multibillion-dollar reinsurance company.

US

• Member of transaction team tasked with building the first securitized insurance platform backed Life Insurance Life Annuity Combinations (LILACs) launching $1.2 billion life insurance securitizations.
• Executed a capital markets transaction management process including creating proprietary portfolio optimization models. Interfaced with investment banks, insurance marketers, and legal team to ensure NRSRO ratings.
• Supported raise of $75 million in equity capital for wholesale facility to finance structured insurance products.

New York, NY, US

• Assisted traders in the management of a +$1 billion proprietary credit derivatives trading portfolio.
• Created advanced Microsoft Excel financial models integrated with Bloomberg for daily valuation analysis of trading books studying changes in yield curve, credit, and foreign currency; took active role in hedging.
• Developed risk scenarios for structuring derivative transactions including credit default swaps, interest rate swaps, and synthetic collateralized debt obligations.

Bachelor Of Science, Business Administration, Finance, General

Master Of Business Administration - Mba