Brian Lemay
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Brian Lemay Email & Phone Number

Wealth Management Consultant at Voya Financial
Location: Westminster, Massachusetts, United States 6 work roles 3 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Wealth Management Consultant
Location
Westminster, Massachusetts, United States
Company size

Who is Brian Lemay? Overview

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Quick answer

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.

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Email format at Voya Financial

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Voya Financial

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Profile bio

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.

Current workplace

Brian Lemay's current company

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Voya Financial
Voya Financial
Wealth Management Consultant
Boston, MA, US
Website
Employees
8703
AeroLeads page
6 roles

Brian Lemay work experience

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Financial Analyst/ Project Manager

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

May 2024 - Nov 2024

Finance Intern

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

May 2023 - Aug 2023

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

May 2022 - Jan 2023

Apprentice Electrician

Watchdog Security System Inc.

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

Nov 2018 - Sep 2021
Team & coworkers

Colleagues at Voya Financial

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3 education records

Brian Lemay education

Bachelors Of Science, Finance, Capital Markets, Senior

Activities and Societies: Men's Lacrosse, Bentley Investment GroupMinor: Computer Information Systems

High School Diploma

Activities and Societies: Men's Lacrosse, Men's Hockey, High Honor Roll

FAQ

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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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