Brian Berglund Email & Phone Number

• Managed the Piper Sandler Vendor Management Program via the ProcessUnity application
• Assisted in developing the 2022 Vendor Management Policy
• Addressed gaps in internal and external escalation processes for non-compliant vendors and put forth recommendations
• Reduced outstanding vendor assessments by 50% or more in some cases
• Communicated effectively to C-Suite employees, MDs, Sr Managers, and more depending on the vendor
• Ran Bi-Annual Full Committee Meetings to effectively plan for 2022 and address any policy changes or issues

7601 Penn Ave S. Richfield, MN

• Sr. Analyst- Vendor Operations: Apple Authorized Service ProviderActed as SME in regard to the AASP Program performed in-store by GeekSquad employees
• Researched and partnered with the field to identify wrongful vendor charges and have them reversed. Approximate impact of credit recouped over my four years in role ranged from $300,000-$400,000
• Presented P&L data to finance management to validate the business case of a system enhancement thus saving Best Buy roughly $200,000 in missed POS collection per month after system enhancement was put into place
• Go-to contact in my department after developing relationships with store leaders and line level employees for escalations because of my ability to resolve issues and provide timely solutions. Decrease vendor charges in.
• Partnered with cross functional teams within Best Buy for any issues/projects/new initiatives that impacted corporate and/or field teams. Implemented many system enhancements alongside the systems team
• Developed strong relationships with vendor counterparts to ensure business impacting client and/or agent escalations were resolved together in a timely manner. Resolved over 1,000 escalations on a monthly basis

International Center, Minneapolis, MN

• Sr. Mutual Fund Trader- Reconciliation Specialist
• Assigned to and entrusted with Stifel Nicholas, DST’s second largest client at the time within 2 months of employment.
• Reconciled all positions related to Stifel Nicholas, equating to over 2 million positions to ensure no misplaced trades and balance expect number of mutual fund positions against currently held mutual fund positions.
• This included over 3,000 trades on a daily basis with minimal gain/loss, thereby quickly earning myself the respect of my peers and management by being one of the most consistent traders on the floor.
• Established new procedures regarding price protection to limit potential market risk on a daily basis. Earned 5/5 in client evaluations in regard to trading and reconciliation. Consistently asked for by name by Stifel.
• Reviewed financial losses to develop plans and projections to decrease the amount of operator market risk due to manual errors. Overall, my team reduced market exposure errors by over 40% resulting in an estimated.

Cybersecurity Professional Certificate, Cybersecurity – Taught By Hackerusa Instructors

Project CIT: Capture the Flag | University of Wisconsin September 2021 Scope: Objective is to connect to the Splunk system, investigate.

International Management, Business Finance

Activities and Societies: Club LacrosseBachelor of Arts in International Management, focus in Finance Minor in Spanish (Bilingual)