Brian Milton Email & Phone Number

San Diego, Ca, Us

Minneapolis, Mn, Us

As the executive directing the development and launch of Thrivent Bank (in formation), leading teams to incorporate Thrivent’s purposeful approach to finances into modern, digital, and holistic consumer and business banking experiences centered around financial clarity and wellness. Responsible for driving all regulatory efforts and overseeing business strategy, product development, marketing, technology design and implementation, risk management, regulatory compliance, finance and capital management, and enterprise integration.Since joining Thrivent, notable accomplishments include: assembling and guiding a dynamic and experienced leadership team through the formation of a new bank; designing a tailored, purposeful, and pragmatic strategy, business model, product portfolio, and technology plan; developing a viable and resilient financial model; and leading the formation of a robust risk management and governance framework.

San Francisco, Ca, Us

Led retail banking for MUFG Union Bank, N.A., with overall responsibility for the bank’s consumer segment, nearly $1B in annual revenue, and a dynamic team of 2,000+ across branch banking, enterprise marketing, deposits and payments business lines, and retail banking initiatives, including Union Bank’s innovation program, while providing leadership and connectivity across all business lines and support functions within the regional bank. Directly managed all aspects of the business for PurePoint Financial – a digital consumer bank built to efficiently increase deposits by $7B over three years and compliment the Union Bank retail franchise – including product development, pricing and portfolio management, analytics, marketing and client experience, risk management, and servicing.Drove the development and execution of a rejuvenated business strategy for the organization, advanced deposit funding sophistication through highly effective product, pricing and marketing tactics, and designed and led a re-imagination of the retail banking model for a modern environment, leading to increased branch productivity, accelerated customer growth, increased relationship depth, and meaningfully improved client satisfaction scores.

San Francisco, Ca, Us

Led product development, pricing strategy, and comprehensive management of a $45 billion consumer and small business deposit portfolio across Union Bank's west coast retail franchise and national direct bank platform – PurePoint Financial. Responsible for overall business strategy, including research and market surveillance, coordination of initiatives across digital banking and business analytics, and development of modernized go-to-market models.Designed and launched Bank Freely – an inventive suite of consumer and small business products that reversed a years-long trend of net customer attrition and became the flagship growth engine of Union Bank. Developed deposit pricing strategies that delivered outsized balance growth at below-average funding costs and provided flexibility across a fluctuating interest rate environment. Constructed the Model Bank project – Union Bank's acclaimed innovation program that leverages cross-functional teams to prototype solutions that improve client experience and drive customer growth.

San Francisco, Ca, Us

Led consumer finance and payments businesses – including credit and debit card programs, home equity and personal lending, merchant services programs, and related strategic partnerships – as well as consumer payments initiatives. Drove the strategy to re-enter the credit card issuing business, leading a portfolio acquisition and the concurrent launch of the operation, and implementing digital wallet solutions and related payment capabilities.Successfully re-launched the home equity lending business, and managed product, pricing, origination, and fulfillment teams.

San Francisco, Ca, Us

Organized the business strategy function for the Consumer Bank, leading to the development of a strategic re-entry into home equity lending, and proceeded to build out the business model and ultimately lead the business re-launch.

Branson, Mo, Us

Led the operations and strategic direction of a rapidly growing small business that flourished from 30 to more than 100 employees and $5 million to nearly $30 million in annual revenue in 5 yearsEstablished and managed all accounting, tax, reporting, and financial management operations, in an effort to position the company for potential future acquisition. Assumed overall management responsibility for the business, driving strategy and directing operations for sales, marketing, order fulfillment, training, customer service, accounting, and information technology departments. Negotiated and completed the successful sale of the company in 2014.

Westlake Village, California, Us

Brought in at the development stage of a specialty asset management firm (NYSE: PMT, PFSI) to establish and manage an accounting and financial management infrastructure, and construct financial and economic models used to develop corporate strategy and promote private equity investment.Directly composed all corporate accounting policies and procedures, designed internal controls, facilitated financial statement audits, and assisted with portfolio valuation, loss modeling, and operational analysis.

Charlotte, Nc, Us

Led financial and strategic planning, reporting and analytics, forecasting, budgeting and expense management, channel development and expansion projects, and high-priority research and execution initiatives, initially for the retail deposit franchise and ultimately for the entire organization. Designed business plans and financial models for new corporate endeavors, and developed financial and operational targets and metrics for all bank divisions. Designed an integrated forecasting and reporting process to manage financial statement projections, identify trends in operational analytics, prioritize new initiatives, and drive expense management.Repeatedly recognized for top performance through rapid promotions and selection for strategic projects.

Worldwide, Oo

Supervised financial statement audits of clients including Washington Mutual, Starbucks, Nordstrom, Boeing, and Alaska Airlines, with a focus on revenue recognition and treasury operations.