Brian Weitz Email & Phone Number

Young professional and Butler University graduate with honors in Finance. Passionate about people, financial markets, sports, data and history. Account Manager in Northern Trust's Global Family and Private Investment Office department. Promoted after 11 months as an Account Relationship Associate in the same department. Currently studying to attend a top tier M.B.A program. Long term goals are to make the world a happier, more intellectually curious place by providing opportunities for all young people to achieve their potential.

Listed skills include Advanced Excel, Financial Modeling, Leadership, Teamwork, and 10 others.

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  Second Vice President

  Northern Trust Corporation

  Apr 2017 - Present - Greater Chicago Area

  -Serves in a direct client facing role as part of the Global Family and Private Investment Office group supporting high-net worth clients with assets in excess of $250 Million.-Deliver and oversee a broad range of investment advisory and management, custody, banking, fiduciary and tax services.-Reduced quarterly process from 40 hours to approximately 45 minutes when specifically selected to undertake complete overhaul in billing process for department's largest client. Designed custom Excel template to transparently aggregate and concisely communicate 7 spreadsheets worth of data-Coordinates monthly meeting between multiple business units to prepare for performance review with a key client