Jan Brian Cliff Email and Phone Number
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Analytical, energetic, passionate and team oriented player with a demonstrated track record of successfully making and acting on investment decisions and communicating those decisions to interested parties. A high-performing and passionate individual who sets the stage and inspires teams to reach for—and achieve—lofty goals within remote and distributed team environments. Adeptly assessing high-level business needs and translating broad visions and concepts into structured and executable plans with measurable metrics. Possessing solid leadership, communication, and interpersonal skills to establish strong relationships with all levels of staff, management, and external vendors. Responsive to change and challenge with an ability to thrive with a variety of responsibilities. • Established corporate structure and migrated $100+ million assets under management from brokerage house to newly established registered investment advisory, executing roles of President, CFO, COO, and CCO to establish policies and procedures, controls, and reporting mechanisms that launched the organization to sustainable growth. • Prepared financial models (including financial statement and valuation models), written and verbal reports and presentations, and conducted field research while managing a $500+ million investment portfolio for one of the nation’s largest insurance companies. • Served as Manager of National Accounts Customer Service for a global information technology company, managing operations with the company’s largest and best customers and supervising a team of 13-15 employees. • Coordinated the development of an expense budget in excess of $220 million and established a follow-up reporting package that identified KPI’s, expense trends, forecasts, and variances on 30 product lines.• Developed financial analysis used for long-term strategic decision making, establishing risk-sharing agreements, vendor contract negotiations, new product development, cost analysis by service area, and company valuation.
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Svp Wealth Portfolio ManagerJohnson Financial Group Jan 2022 - PresentRacine, Wi, Us(Johnson Financial Group, a privately-held financial services company and marketing name for its subsidiaries, Johnson Bank, Johnson Wealth Inc. and Johnson Insurance LLC, provides investment advisory and consulting services to high net worth families, individuals, trusts, not-for-profit hospitals and senior living organizations, public and private foundations and endowments, other business entities, municipalities and other government entities.)As a Wealth Portfolio Manager for Johnson Financial Group, I leverage experience and capital market knowledge while collaborating with other portfolio managers and wealth advisors to manage investment portfolios directly related to each client’s unique needs. • Through regular, direct interaction with clients, develop and maintain appropriate investment strategy based on client circumstances, objectives, and risk tolerance.• Construct investment portfolios customized to clients' unique goals and objectives.• Develop client communications articulating investments, account performance, and current/future portfolio strategy with a broad spectrum of clients.
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Private Wealth Management Portfolio ManagerU.S. Bank Jul 2020 - Jan 2022Minneapolis, Mn, Us(U.S. Bancorp, as the parent company of U.S. Bank National Association, serves millions of customers locally, nationally, and globally through a diversified mix of businesses: Consumer and Business Banking; Payment Services; Corporate & Commercial Banking; and Wealth Management and Investment Services.)As a portfolio manager for U.S. Bank's Private Wealth Management division, I leveraged capital market knowledge and experience as well as interacted with other portfolio managers, private wealth advisors, trust officers, and private bankers to manage client investment portfolios of larger and more complex accounts. -
President (Chief Operations Officer, Chief Financial Officer, Chief Compliance Officer)Kevin Bay Investments, Llc 2007 - 2020Pewaukee, Wi, Us(SEC Registered Investment Advisory providing portfolio management services to individuals, pension/profit-sharing plans, trusts, estates, charitable organization, corporations, business entities)Co-founded, planned, and staffed the firm from the ground up, executing roles of President, Chief Operations Officer, Chief Financial Officer, Chief Compliance Officer, and Director of Research. Hired, trained, and coached personnel for investment management (including licensing), financial management, operations, and sales.• Developed the infrastructure, operations, and financial controls to migrate an existing client base of 250+ investors from a brokerage house to the startup within the first 2-3 months. • Constructed portfolios customized to clients' unique goals and objectives.• Developed client communications articulating investments and account performance to clients of varying levels of sophistication.• Successfully serviced and managed client accounts, minimizing losses when the market crashed and the S&P 500 fell 52% just months after the firm's startup. As a result, retained virtually all newly transferred accounts. • Created proprietary stock screening models that incorporated principles of valuation, earnings quality, momentum, and ownership to optimize the stock selection process.• Implemented highly efficient proprietary portfolio management system and trading policies that required labor input of a single trader for the firm's 700+ accounts.• Collaborated with financial advisory specialists to establish SEC compliance program, including a 120+ page manual and testing system, and conducted monthly employee training meetings.• Sourced and negotiated vendor contracts for custodial, IT, insurance, consulting, payroll, legal, and data services.• Provided resources, motivated investment managers, and grew the business with an innovative sales compensation program, performance tools, and reporting systems that aligned with client interests. -
Equity Investment Manager (Portfolio Manager, Analyst, Trader)American Family Insurance 1998 - 2007Madison, Wi, Us(Fortune 500 and one of the nation's largest property/casualty insurance group selling American Family-brand products, including auto, homeowners, life, business, and farm/ranch insurance, through exclusive agents in 19 states.)Portfolio co-manager, analyst, and trader for $500M+ stock portfolio (approximately 25% of firm's total equities) in consumer staples, consumer discretionary, telecommunications, and materials sectors.• Consistently outperformed assigned benchmark.• Provided analytical coverage, idea generation and capital allocation decisions for assigned sectors. Assessed, interpreted and communicated (both written and verbal) the financial condition and fundamental outlook for all equity investments made. Researched and secured the buying and selling of stocks selected; set price, volume, and transaction speed for broker sales and purchases. • Provided qualitative and quantitative industry and company-specific research which included preparing financial models (including financial statement and valuation models), written and verbal reports and presentations, and conducting field research via company visits with management and third-party research conferences.• Designed performance measurement tool that provided ad hoc, real-time performance analysis, including performance attribution. -
Manager Of National Account Customer Service, Human Resources ConsultantAmr Corporation 1995 - 1998(Sabre Group, an 8900-employee information technology company, was spun off AMR Corporation in 2000.)Manager of National Account Customer Service, Human Resources Consultant—The Sabre Group, Inc. (1/1998–8/1998)• Developed communications program to build awareness and motivate employees to participate in no-cost stock purchase plan as the company fully divested from AMR Corporation. Initial results indicated an upward progression in membership rate from 15% to projected goal of 50%.Manager of National Account Customer Service—Sabre Travel Information Network (1996–1998)• Oversaw and optimized installation operations of national accounts, generating annual revenue base of $200M+. • Built reputation for ability to diffuse urgent, sometimes volatile, customer service issues with major accounts, including Goldman Sachs. • Improved performance and service levels by elevating employee morale through coaching and counseling, empowerment through accountability, and resourceful leadership based on integrity and trust.
Jan Brian Cliff Skills
Jan Brian Cliff Education Details
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University Of Wisconsin-La CrosseAccounting And Finance -
University Of Wisconsin-MilwaukeeGeneral
Frequently Asked Questions about Jan Brian Cliff
What company does Jan Brian Cliff work for?
Jan Brian Cliff works for Johnson Financial Group
What is Jan Brian Cliff's role at the current company?
Jan Brian Cliff's current role is Portfolio Manager at Johnson Financial Group.
What is Jan Brian Cliff's email address?
Jan Brian Cliff's email address is jc****@****tds.net
What is Jan Brian Cliff's direct phone number?
Jan Brian Cliff's direct phone number is +160823*****
What schools did Jan Brian Cliff attend?
Jan Brian Cliff attended University Of Wisconsin-La Crosse, University Of Wisconsin-Milwaukee.
What skills is Jan Brian Cliff known for?
Jan Brian Cliff has skills like Management, Portfolio Management, Business Development, Equities, Investments, Valuation, Retirement Planning, Financial Analysis, Trading, Financial Advisory, Strategy, Risk Management.
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