Brian Stumpf Email & Phone Number

Chicago, Il, Us

Advise on strategic initiatives in Operations & Performance Improvement, Merger Integration, Growth Strategy, PE Due Diligence and Organization DesignSelected Consulting Experience:​- Chief Transformation Officer for a retail display manufacturer with ownership of initiatives including increasing profitability of sales, redesigning the project cost estimating process, project managing ERP implementation, and redesigning the commission plan​- Completed market and strategy studies for a fertilizer manufacturer to facilitate a refinancing of the business and identified initiatives with EBITDA at stake upwards of $14M, including delivery network optimization and analysis of building a new manufacturing plant​- Evaluated a client’s target companies in the HVAC and Plumbing market, developing a robust strategy for geographic expansion​- Completed a performance improvement project for a consumer insights company evaluating their pricing model, employee incentives, employee utilization, and temporary labor costs​- Conducted prescriptive organizational transformation study for a rapidly growing food services client, providing automation, human capital, org chart, and operational direction to address the most pressing pain points​- Managed a portion of the due diligence process for the acquisition of an $800M competitor, reviewing contracts and assessing the impact of buying the business against our right to win and competing for the sales in the marketplace​- Directed project post-acquisition to realign and renegotiate terms with 200 vendors, resulting in an immediate margin gain of $2M ​- Developed a successful plan to strategically increase prices, influence product mix, and address unprofitable sales to reverse a three-year trend of margin contraction in a $135M book of business​

Chicago, Illinois, United States

Two Coins was founded to serve widows and widowers. When someone goes through the painful experience of losing a spouse, they inevitably find themselves faced with a mountain of financial questions. Often this can be stressful and causes unnecessary anxiety at precisely the wrong time. My mission is to guide widows and widowers through this stress to a place of financial peace, allowing them to focus on themselves, their healing process, their families, and the other things that are most important in their lives.

Chicago, Illinois, United States

Progress Shop promotes, designs, and offers affordable and accessible homes, preserving the diversity of housing options in and around Chicago. We invest, design, rehab, and manage multi-family and single-family homes.

My wife and I took a sabbatical to travel the world and volunteer with different types of non-profit organizations. We are passionate about learning from other cultures and working to improve communities around the world. If you are interested in following our journey or getting inspiration for your own, you can find us on Instagram @LearnServeTravel.Countries visited: Chile, Argentina, Uruguay, Peru, Columbia, Mexico, South Korea, Japan, Hong Kong, China, Vietnam, Cambodia, Singapore, Australia, Nepal, Germany, Czechia, Switzerland, Netherlands, FranceNon-profits assisted: Norte Sur (housing), Fundación Sí (homelessness), Art Power (children), Trailblazer Foundation (drinking water), Save Cambodian Marine Life (environmental preservation), small family business developmentWe encourage everyone to contemplate volunteering on their next vacation. It's a wonderful way to connect more deeply with a place and its people, all while improving communities. Journey on!

Responsible for marketing and business development within Medline’s Post Acute (Extended Care) and Physician Office sales teams2018 - Circle of Excellence Award, Awarded by CEO2017 - Division of the Year, Physician Office2016 - Division of the Year, Post Acute2015 - Division of the Year, Post Acute

Fixed Income, Structured FinanceOwned full responsibility for 26 Collateralized Debt Obligations representing approximately $47 billion in assets, $225 million in cash deposits and $1.8 million in fee generation annually.Modeled each CDO transaction in Excel for report verification. Models included payment structure, overcollateralization tests, interest coverage tests, CDS/TRS/basis swaps, and liability structure. Completely versed in all deal components of CDO including OTC derivatives and ISDA documents.Aided in designing procedures and controls to mitigate loss within our group. Managed relationships with our key counterparties including investors, underwriters, and investment managers, resulting in multiple new transactions from satisfied clients. Oversaw a group of analysts and senior analysts, and directed output and accountability for the group.

Internal consulting appointment.Tasked with the testing and evaluation of the procedures and system controls safeguarding the bank's Corporate Trust department.Findings and recommendations (including increased automation and redundancies in manual processes) were reported to senior management. After discussions between the risk department and the business unit, recommendations were implemented. Proposals were expected to avert mismanagement of securities and funds and protect the bank from damaging litigation.

Managed the trust work for Collateralized Debt Obligations, both asset-backed and synthetic. Commended for turning around a troubled relationship with a major Dutch bank resulting in three new appointments during my time on the team.Responsible for day-to-day portfolio management requiring comprehensive knowledge of deal structures and understanding the relationships between collateral pools and compliance tests. Updated collateral information with Bloomberg and MarkIt data.

Mba, Analytical Finance, Accounting

Activities and Societies: Investment Management Group, Philanthropy Club, Finance Club, Admissions CommitteeWhile on the Admissions.

Mba, International Exchange Program, Completed Courses With High Distinction

Studies focused on investing and business valuations as well as managing rapidly growing, entrepreneurial organizations. I joined.

Bachelor’S Degree, Finance And Aviation, Dean'S List

I initially began studying at the College of Business at the University of Illinois Urbana-Champaign to pursue my interest in personal.