Brian Lemay Email and Phone Number
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.
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Financial Services ProfessionalNylife Securities LlcWestminster, Ma, Us -
Financial Analyst/ Project ManagerIntegrated Financial Partners May 2024 - Nov 2024Waltham, Massachusetts, United StatesCollaborated 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 -
Finance InternFallon Health May 2023 - Aug 2023Worcester, Massachusetts, United StatesCollaborated 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 -
Compliance InternRollstone Bank & Trust May 2022 - Jan 2023Successfully 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 -
Apprentice ElectricianWatchdog Security System Inc. Nov 2018 - Sep 2021Westminster, Massachusetts, United StatesDelivered 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
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Finance, General -
Senior -
High School Diploma
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.
Not the Brian Lemay you were looking for?
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Brian Lemay
Professor Of Operations Research And Management | Innovative, Analytical Problem Solver | Orchestrator Of Govt. & Business Consulting Projects | Scheduling OptimizerGreater Colorado Springs Area2yahoo.com, usafa.edu -
2agilent.com, keysight.com
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Brian Lemay
San Diego, Ca5unica.com, websense.com, isispharm.com, ionisph.com, fireeye.com1 (408) 3XXXXXXX
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