Brian Debord Email & Phone Number

Mason, Ohio

Mason, Ohio

Responsibilities:-Coordinate high volume back office operations for independent fee based financial advisers-Act as liaison between advisers offices and third party custodians-Rebalance client accounts in accordance with Matson Money investment policy.

Cincinnati, Ohio Area

Responsibilities:Managed a portfolio of the Bank’s high net worth clients with the goal of increasing relationship profitability while maintaining existing accounts and providing exemplary customer service.

Cincinnati, Ohio Area

Responsibilities:Provided support to Private Banking Relationship Managers in all aspects of lending from application to post funding maintenance.• Performed detailed analysis of personal & business tax returns, financial statements and collateral evaluations to determine appropriate product and ensure credit is underwritten in accordance with the established credit and risk management policies• Used results of analysis to assist Relationship Managers in structuring and pricing for each request and documented additional risk mitigation if necessary