Brian Lemay

Brian Lemay Email and Phone Number

Financial Services Professional @ NYLIFE Securities LLC
Westminster, MA, US
Brian Lemay's Location
Westminster, Massachusetts, United States, United States
About Brian Lemay

I am a fourth-year student athlete at Bentley University pursuing a degree in Finance, and also enrolled in a selective program at the McCallum Graduate School of Business at Bentley that will allow me to graduate with my Masters of Science in Finance in 4 years along side my Bachelors degree. Finance pairs well with my ability to conduct research, collaborate with a team, and maximize my analytical skills. These skills have been used in my coursework, as I completed a team project by analyzing 2 company's 10-K filings to construct simplified balance sheets, income statements, a DuPont Model analysis and various other financial ratios. My course work and skills have also been applicable in my previous internship which focused on financial planning, analysis, forecasting, and budgeting for a large healthcare company. I am looking to leverage the skills I have learned at my time at Bentley to an organization in asset management, private equity, and venture capital. Additionally, I am also a member of the Men's Division II Lacrosse team at Bentley.

Brian Lemay's Current Company Details
NYLIFE Securities LLC

Nylife Securities Llc

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Financial Services Professional
Westminster, MA, US
Brian Lemay Work Experience Details
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc
    Westminster, Ma, Us
  • Integrated Financial Partners
    Financial Analyst/ Project Manager
    Integrated Financial Partners May 2024 - Nov 2024
    Waltham, Massachusetts, United States
    Collaborated with the COO to facilitate a seamless custodial transition, administering the transfer of $1B in assets, over 2,000 accounts, and 400 households from LPL Financial to Fidelity InstitutionalWorked with the COO to conduct a comprehensive assessment of the organizations tech stack, ensuring readiness for the custodial transfer; implementing optimizations to align systems with new custodial requirements and enhance efficiency Collaborated with the Director of Investments to execute tax-efficient transactions of client portfolios to a new model portfolio across equity and fixed income asset classes, ensuring alignment with client objectives and risk tolerance
  • Fallon Health
    Finance Intern
    Fallon Health May 2023 - Aug 2023
    Worcester, Massachusetts, United States
    Collaborated with a cross-functional team of 2-3 colleagues to generate precise and insightful reports and analyses spanning various facets of the organization, facilitating improved financial planning and budgeting processes. Conducted forward-looking financial analysis and forecasting, delivering valuable insights into the future implications of membership change. Acquired valuable knowledge in the health insurance industry, Workday financial software, Blackline software, Oracle database management, financial planning & analysis, and accounting practices
  • Rollstone Bank & Trust
    Compliance Intern
    Rollstone Bank & Trust May 2022 - Jan 2023
    Successfully executed data verification initiatives, conducted comprehensive reviews and analyses of financial transactions, and conducted in-depth documentation research. Collaborated within a team of 2-3 colleagues to ensure the accurate and efficient completion of assigned tasks, resulting in the production of comprehensive research reports. Gained valuable insights into the banking industry, honed proficiency in banking software systems, and developed analytical skills and foundational concepts
  • Watchdog Security System Inc.
    Apprentice Electrician
    Watchdog Security System Inc. Nov 2018 - Sep 2021
    Westminster, Massachusetts, United States
    Delivered outstanding service and proficiently installed security and fire alarm systems for a diverse range of residential, commercial, and industrial clients. Collaborated within a team of four to ten colleagues to ensure timely and efficient project completion, leaving customers satisfied with a secure system that prioritized their safety. Acquired valuable knowledge in computer security systems, encompassing programming and servicing techniques

Brian Lemay Education Details

Frequently Asked Questions about Brian Lemay

What company does Brian Lemay work for?

Brian Lemay works for Nylife Securities Llc

What is Brian Lemay's role at the current company?

Brian Lemay's current role is Financial Services Professional.

What schools did Brian Lemay attend?

Brian Lemay attended Bentley University - Mccallum Graduate School Of Business, Bentley University, Cushing Academy.

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