Brian Doherty Email & Phone Number

Boston, Massachusetts, United States

Balanced Rock Investment Advisors has a mission to make fee-only values-based advice affordable and accessible regardless of net worth. We offer financial planning, portfolio management, and values-based investment advice including non-public market impact investments.In my role at Balanced Rock, I have two main priorities. My first priority is providing.

Boston, Massachusetts, United States

Upon graduating the Analyst Development Program, I joined the employee experience team where I had the opportunity to apply knowledge of SQL and Power BI to automate manual monthly reporting, reducing time spent on monthly reporting from 2 weeks to less than one day. I have also presented in monthly department meeting on the state of the company’s employee.

Boston, MA

Since joining the Analyst Development Program in a full time role I have had several opportunities to improve my presentation skills as well as to develop new skills such as coding in SQL, VBA, and Python. One of the great advantages of a rotational program is that I am exposed to a wide range of business functions as well as a wide range of business.

Hadley, MA

Processed international securities transactions. Assisted in the orientation and training of 25 new employees. Identified, researched, and resolved problem transactions via communication with investment managers, team member, and external groups. Mitigated risk and ensured accurate accounting for clear audit trails.

Boston, MA

At Liberty Mutual Insurance I joined the analytics team of the auto department. I facilitated the implementation of a new, more sophisticated pricing method for customers buying auto insurance with Liberty Mutual. I was responsible for researching and reporting the change in loss ratio and new customer persistence since the implementation of this new.

Franklin, MA

I was responsible for the well-being and care of young children as a counselor at the Adirondack Club. I also fielded various questions from parents regarding camp procedures. In addition to monitoring the children and answering parental questions, I also collaborated with my fellow counselors to make daily and weekly plans

Franklin, MA

As the receptionist, I communicated with clients regarding appointments, attorney meetings, and court dates. I also welcomed clients and prepared the conference room for business meetings. During times of less traffic on the phones, I created a system for closed files as well as organized case files and closed files.