Brian Lemay Email & Phone Number
Who is Brian Lemay? Overview
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Brian Lemay is listed as Wealth Management Consultant at Voya Financial, a with 8703 employees, based in Westminster, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Brian Lemay.
Brian Lemay previously worked as Financial Services Professional at Nylife Securities Llc and Financial Analyst/ Project manager at Integrated Financial Partners. Brian Lemay holds Masters Of Science, Finance, General from Bentley University - Mccallum Graduate School Of Business.
Email format at Voya Financial
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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
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Brian Lemay work experience
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Financial Services Professional
Financial Analyst/ Project Manager
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
Finance Intern
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
Compliance Intern
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
Apprentice Electrician
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
Colleagues at Voya Financial
Other employees you can reach at voya.com. View company contacts for 8703 employees →
Laronda Smith
Colleague at Voya FinancialMetro Jacksonville, United States
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Tom Collins
Colleague at Voya FinancialSpringfield, Massachusetts, United States
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Martha Kleszcz
Colleague at Voya FinancialFarmington, Connecticut, United States
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Steven Santeusanio
Colleague at Voya FinancialBraintree, Massachusetts, United States
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Wendy Paquin
Colleague at Voya FinancialGreater Minneapolis-St. Paul Area, United States
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Erica Frank
Colleague at Voya FinancialDel Rio, Texas, United States
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John Willis
Colleague at Voya FinancialPrior Lake, Minnesota, United States
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Dwayne Barber
Colleague at Voya FinancialMesa, Arizona, United States
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Robert Bernardi
Colleague at Voya FinancialNew Britain, Connecticut, United States
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Nathan Spangler
Colleague at Voya FinancialDes Moines Metropolitan Area, United States
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Brian Lemay education
Masters Of Science, Finance, General
Bachelors Of Science, Finance, Capital Markets, Senior
High School Diploma
Frequently asked questions about Brian Lemay
Quick answers generated from the profile data available on this page.
What company does Brian Lemay work for?
Brian Lemay works for Voya Financial.
What is Brian Lemay's role at Voya Financial?
Brian Lemay is listed as Wealth Management Consultant at Voya Financial.
Where is Brian Lemay based?
Brian Lemay is based in Westminster, Massachusetts, United States while working with Voya Financial.
What companies has Brian Lemay worked for?
Brian Lemay has worked for Voya Financial, Nylife Securities Llc, Integrated Financial Partners, Fallon Health, and Rollstone Bank & Trust.
Who are Brian Lemay's colleagues at Voya Financial?
Brian Lemay's colleagues at Voya Financial include Laronda Smith, Tom Collins, Martha Kleszcz, Steven Santeusanio, and Wendy Paquin.
How can I contact Brian Lemay?
You can use AeroLeads to view verified contact signals for Brian Lemay at Voya Financial, including work email, phone, and LinkedIn data when available.
What schools did Brian Lemay attend?
Brian Lemay holds Masters Of Science, Finance, General from Bentley University - Mccallum Graduate School Of Business.
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