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Brian Mong, Cfa Email & Phone Number
Assistant Vice President - Portfolio Manager
at
Allianz Investment Management
1 work email found
@allianzlife.com
5 phones found area 952 and 763
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Assistant Vice President - Portfolio Manager
Location
Savage, Minnesota, United States
Company size
Who is Brian Mong, Cfa? Overview
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Quick answer
Brian Mong, Cfa is listed as Assistant Vice President - Portfolio Manager at Allianz Investment Management, a with 307 employees, based in Savage, Minnesota, United States. AeroLeads shows a work email signal at allianzlife.com, phone signal with area code 952, 763, and a matched LinkedIn profile for Brian Mong, Cfa.
Brian Mong, Cfa previously worked as Principal - Portfolio Manager at Allianz Life and Investment Due Diligence Analyst at Securian Financial Group. Brian Mong, Cfa holds Mba, Finance from Mays Business School - Texas A&M University.
Company email context
Email format at Allianz Investment Management
This section adds company-level context without repeating Brian Mong, Cfa's masked contact details.
*@allianzlife.com
68% confidence
AeroLeads found 1 current-domain work email signal for Brian Mong, Cfa. Compare company email patterns before reaching out.
Profile bio
About Brian Mong, Cfa
CFA charterholder with MBA and over fifteen years of investment industry experience. Focused on fixed income and equity manager selection, monitoring and plan sponsor consulting. I have spoken in numerous conference panels regarding manager due diligence and sub-advisory relationships.
Listed skills include Investments, Fixed Income, Asset Allocation, Mutual Funds, and 6 others.
Current workplace
Brian Mong, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Allianz Investment Management
Employees
307
AeroLeads page
7 roles
Brian Mong, Cfa work experience
A career timeline built from the work history available for this profile.
Assistant Vice President - Portfolio Manager
Principal - Portfolio Manager
Named portfolio manager for 12 multi-asset mutual funds with $9 billion in assetsResponsible for manager due diligence, asset allocation, and fund change recommendationsPartner with risk management, legal, compliance, and external fund subadvisors to ensure funds meet all client needsManage daily cash flows, including collateral for managed volatility process, and rebalancesProgrammed revisions to cash flow analysis tool to automate parts of the process, leading to increased efficiency and reduced chance for errorsPrepare and deliver recommendations and updates to senior management and fund boardCultivate and maintain relationships with asset manager contactsMember of working group formed to recommend risk reduction strategies to CFO in response to COVID-19 related earnings volatilityDeveloped hedging strategy which will reduce company’s risk exposure by about $5m/year
Investment Due Diligence Analyst
Interviewed asset managers from nearly thirty investment firms for $10 billion 401(k) lineupPresented lineups and provided investment consulting to external plan sponsors Built and maintained relationships with numerous fund partnersAuthored quarterly commentaries, investment write-ups, and asset allocation white paper
Jan 2009 - Jan 2012
Trading Analyst
Gmac Rescap
Analyzed mortgage loans for purchase and sale for in-house investment unitAdvised traders on purchases, sales, and securitizations of loansMaintained and updated discounted cash flow pricing models used for asset valuation
May 2004 - Nov 2008
Dealer Service Representative
Provided marketing support and fund analysis for financial advisors
May 2001 - Aug 2002
Investor Communications Supervisor
Provided investment guidance within investor service center
Sep 1998 - Feb 2001
2 education records
Brian Mong, Cfa education
Mba, Finance
Ba, English
FAQ
Frequently asked questions about Brian Mong, Cfa
Quick answers generated from the profile data available on this page.
What company does Brian Mong, Cfa work for?
Brian Mong, Cfa works for Allianz Investment Management.
What is Brian Mong, Cfa's role at Allianz Investment Management?
Brian Mong, Cfa is listed as Assistant Vice President - Portfolio Manager at Allianz Investment Management.
What is Brian Mong, Cfa's email address?
AeroLeads has found 1 work email signal at @allianzlife.com for Brian Mong, Cfa at Allianz Investment Management.
What is Brian Mong, Cfa's phone number?
AeroLeads has found 5 phone signal(s) with area code 952, 763 for Brian Mong, Cfa at Allianz Investment Management.
Where is Brian Mong, Cfa based?
Brian Mong, Cfa is based in Savage, Minnesota, United States while working with Allianz Investment Management.
What companies has Brian Mong, Cfa worked for?
Brian Mong, Cfa has worked for Allianz Investment Management, Allianz Life, Securian Financial Group, Gmac Rescap, and Capital Group.
How can I contact Brian Mong, Cfa?
You can use AeroLeads to view verified contact signals for Brian Mong, Cfa at Allianz Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Brian Mong, Cfa attend?
Brian Mong, Cfa holds Mba, Finance from Mays Business School - Texas A&M University.
What skills is Brian Mong, Cfa known for?
Brian Mong, Cfa is listed with skills including Investments, Fixed Income, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Finance, and Investment Management.
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