Brian Wallin Email & Phone Number

Merrimack, NH, US

Trade oversight including direct lending compliance, e-communication program, and affiliate monitoring.

Trade oversight including trade allocation, forensics trade monitoring, and regulatory reporting.

- Provide detailed and clear analysis on a variety of financial instruments including OTC derivatives and fixed income assets- Analyze, research, and resolve price and NAV discrepancies timely and accurately - Develop and contribute to the successful completion of both short and long-term group goals - Lead internal projects and represent pricing in.

• Demonstrated strong leadership abilities within the team both vocally and by example
• Mentored new employees in both operational and analytical processes

• Demonstrated flexibility, strong work ethic, and propensity to be a team player
• Acquired experience working with external vendors and internal business partners
• Demonstrated high aptitude for new processes and technology systems

• Took incoming participant calls along both 401(k) and pension practices. Gained valuable industry experience
• Various leadership roles within team

Bachelor'S Degree, Communication And Media Studies

Education record