Brian Milton

Brian Milton Email and Phone Number

President and CEO of Thrivent Bank @ Thrivent
San Diego, CA, US
Brian Milton's Location
San Diego, California, United States, United States
Brian Milton's Contact Details
About Brian Milton

Focused and dynamic bank executive committed to authenticity and action, whether in the boardroom, with peers, or with teams I serve. As an intentional leader of teams and organizations, my role is to advance business objectives, clarify strategy, remove barriers, and ignite teams on a path to execution. I lead teams through complex and ambiguous business situations, bringing an entrepreneurial mindset and highly collaborative leadership style to the problems we set out to solve. I am known for getting impactful work done in a way that empowers and inspires colleagues and achieves results, while carefully managing resources and protecting the P&L.A strong background in finance and accounting reinforces broad experience across retail and digital banking, consumer lending, portfolio management, regulatory compliance and risk management, financial management, marketing, and strategy.

Brian Milton's Current Company Details
Thrivent

Thrivent

View
President and CEO of Thrivent Bank
San Diego, CA, US
Brian Milton Work Experience Details
  • Thrivent
    President And Ceo Of Thrivent Bank
    Thrivent
    San Diego, Ca, Us
  • Thrivent
    Head Of Banking At Thrivent And Proposed President Of Thrivent Bank (In Formation)
    Thrivent Mar 2021 - Present
    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.
  • Union Bank
    Head Of Retail Banking, President Of Purepoint Financial
    Union Bank Feb 2020 - Mar 2021
    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.
  • Union Bank
    Head Of Deposits And Business Strategy, Deputy Head Of Consumer Banking
    Union Bank Aug 2017 - Feb 2020
    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.
  • Union Bank
    Head Of Consumer Finance And Payments
    Union Bank Dec 2014 - Aug 2017
    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.
  • Union Bank
    Head Of Research And Strategy
    Union Bank Feb 2014 - Dec 2014
    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.Com
    Chief Financial Officer
    Branson.Com Dec 2008 - Feb 2014
    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.
  • Pennymac
    Chief Accounting Officer, Chief Financial Officer
    Pennymac Apr 2008 - Dec 2008
    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.
  • Countrywide Bank
    Executive Vice President, Finance And Strategy
    Countrywide Bank Aug 2004 - Apr 2008
    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.
  • Deloitte
    Auditor
    Deloitte Jan 2003 - Aug 2004
    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.

Brian Milton Skills

Finance Financial Modeling Banking Strategy Financial Analysis Financial Reporting Corporate Finance Strategic Planning Risk Management Analysis Credit Leadership Product Development Customer Experience Analytics Financial Forecasting Budgets Online Advertising Search Advertising Seo Executive Management Paid Search Campaigns Financial Audits Financial Risk Internal Controls Enterprise Risk Management

Brian Milton Education Details

  • Northern Arizona University-The W. A. Franke College Of Business
    Northern Arizona University-The W. A. Franke College Of Business
    Accounting And Finance

Frequently Asked Questions about Brian Milton

What company does Brian Milton work for?

Brian Milton works for Thrivent

What is Brian Milton's role at the current company?

Brian Milton's current role is President and CEO of Thrivent Bank.

What is Brian Milton's email address?

Brian Milton's email address is br****@****ank.com

What is Brian Milton's direct phone number?

Brian Milton's direct phone number is +141733*****

What schools did Brian Milton attend?

Brian Milton attended Northern Arizona University-The W. A. Franke College Of Business.

What skills is Brian Milton known for?

Brian Milton has skills like Finance, Financial Modeling, Banking, Strategy, Financial Analysis, Financial Reporting, Corporate Finance, Strategic Planning, Risk Management, Analysis, Credit, Leadership.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.