Bryan F. Roda, Cfa, Cpa Email & Phone Number

Boston, Ma, Us

Boston, Ma

Boston, Ma

Manage the affiliate wealth management relationship with John Hancock Investments and the relationships with European institutional clientsAffiliate client responsibilities – Primary contact for all US Equity, Global Multi-Sector Fixed Income, Emerging Markets Debt, High Yield and Financials strategies sub-advised for John Hancock Investments, a $19B book of business; partner with affiliate senior management, product management, manager research and distribution teams to increase presence on John Hancock’s investment platform including: implementing strategic action plans, quarterbacking due diligence, Board of Trustees and key client/prospect meetings and assisting with new product launches European institutional client responsibilities – Own the European separate account client experience including: managing the onboarding process, coordinating client reporting, coordinating and participating in portfolio reviews and fielding ad hoc client inquires; support the head of European distribution including prepping North American based managers for significant European prospect meetings

Boston, Ma

Manage the European institutional and sub-advisory client base, a multi-billion dollar book of business comprised of over 30 distinct equity portfolios across a diverse set of mandates (e.g., Emerging Markets, Global, US Large Cap) Institutional client responsibilities – establish relationships with key client and consultant decision-makers; coordinate all aspects of mandate start-up process; communicate significant Batterymarch developments to clients; coordinate/conduct portfolio reviews; identify cross-selling opportunities; and disseminate client intelligence to senior managementSub-advisory client responsibilities – augment Legg Mason, Inc.’s (parent company’s) European distribution efforts by supporting cross-selling, direct prospecting and new product development efforts. Member of the Investment Review CommitteeSelected achievements: Cross-sold Batterymarch’s first FTSE fundamental weighted index mandate, a $150M portfolio; established co-promotion arrangement with FTSE Led Global Unconstrained Product Development Team, which launched a $13M fund on Legg Mason’s offshore distribution platformLed repositioning initiative to convert five of Legg Mason’s offshore funds to Managed Volatility strategies Established a risk reporting framework that enabled compliance with UCITS directives

Boston, Ma

Analyzed institutional and retail markets for active extension portfolio strategies; presented tactical recommendations to the Investment Review Committee Developed and conducted a survey of Batterymarch’s sub-advisory client base; utilized results to augment client deliverables and suggest a long-range strategic plan

Boston, Ma

Interviewed executive level target management relating to both buy-side and sell-side financial due diligence engagements; synthesized significant findings and key insights into senior-level client deliverablesRapidly organized and analyzed extensive data-room information; disseminated relevant facts and figures across service lines (e.g., taxation and human capital)Led field operations for a $60M Canadian Casino/Hotel carve-out transaction and personally identified EBITDA adjustments totaling $500K; the deal was not consummated based on due diligence findingsDesigned and implemented an on-boarding process for new associatesReceived “High Impact Recognition Award” for training 50+ Partners and Senior Managers on Ernst & Young’s insight oriented deliverable process

Boston, Ma

Functioned as a manager on simultaneous audit engagements, seven months ahead of my peer group; direct reports included three senior associates and four staff accountantsCoordinated cross-functional audit engagement teams including: tax, actuarial and information technology – ensured knowledge transfer and seamless client interactionAdvised senior client management on GAAP and Sarbanes Oxley’s corporate governance requirements

Mba, Finance

Activities and Societies: McAllister Essay Competition winner Citigroup Integrative Case finalist Member of Big Red Incubator (student run.

Bsba, Accounting

Activities and Societies: VP of Finance and Founding Father – Sigma Phi Epsilon Fraternity (Penn Kappa Chapter) VP of Finance – novelty.