Bryan Busch Email & Phone Number

Greater New York City Area

• Project Manager focused on improving existing processes and establishing new ones.
• Lead Salesforce user for the North America client group working with sales to create better outcomes for clients by optimizing their use of the CRM through individual and group training.
• Lead sponsor of a project to integrate data from the national accounts team regarding our product availability at various clients into a user friendly format. This allows information to be accessed in a digital setting.
• Understanding the needs of stakeholders, translating them to technical teams for development and working on the implementation.

Greater New York City Area

• Developed and maintained relationships with key home office partners in the independent and bank channels within the retail marketplace.
• Collaborated with various internal groups (sales, product, marketing, legal, operations, etc.) to service existing clients.
• Coordinated events such as client due diligence meetings and national conferences.

White Plains, NY

• Performed the reconciliation of client accounts in a fast paced, deadline-driven environment.
• Provided oversight and guidance to teams located in various global locations.

Greater Boston Area

• Worked as a full time intern while completing undergraduate degree at night.
• Member of a team that oversaw the development of a new proprietary financial system.

Undergraduate, Finance

Mpa, Non-Profit Management