Investment Services Team Lead
Current
Jan 2019 - Present
AeroLeads people directory · profile
Brian Debord Email & Phone Number
Investment Services Team Lead
at
Matson Money
1 work email found
@matsonmoney.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Services Team Lead
Location
Cincinnati, Ohio, United States
Company size
Who is Brian Debord? Overview
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Quick answer
Brian Debord is listed as Investment Services Team Lead at Matson Money, a company with 56 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at matsonmoney.com and a matched LinkedIn profile for Brian Debord.
Brian Debord previously worked as Investment Services Specialist at Matson Money and Private Banking Relationship Manager at U.S. Bank. Brian Debord holds Bachelors, Business Administration from Thomas More College.
Company email context
Email format at Matson Money
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{first}.{last}@matsonmoney.com
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AeroLeads found 1 current-domain work email signal for Brian Debord. Compare company email patterns before reaching out.
Profile bio
About Brian Debord
For the past 8 years I have worked in the financial services industry gaining experience in multiple areas from entry level customer service to credit analysis to client relationship management. This has provided me the exposure necessary to develop a wider understanding of bank operations and the opportunity to work on cross-functional teams of individuals with varied backgrounds to acheive common goals. I have excellent communication skills and pride myself on being analytical and detail oriented without losing sight of the big picture.
Listed skills include Credit, Loans, Banking, Credit Analysis, and 6 others.
Current workplace
Brian Debord's current company
Company context helps verify the profile and gives searchers a useful next step.
Matson Money
4 roles
Brian Debord work experience
A career timeline built from the work history available for this profile.
Investment Services Specialist
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.
May 2013 - Jan 2019
Private Banking Relationship Manager
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.
Feb 2009 - Aug 2012
Credit Analyst
Us Bank Wealth Management
- 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.
- Used results of analysis to assist Relationship Managers in structuring and pricing for each request and documented additional risk mitigation if necessary
Jul 2006 - Feb 2009
Team & coworkers
Colleagues at Matson Money
Other employees you can reach at matsonmoney.com. View company contacts for 56 employees →
AC
Alex Crawford
Colleague at Matson MoneyGreater Phoenix Area, United States
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CF
Christopher French
Colleague at Matson MoneyPhoenix, Arizona, United States, United States
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JA
Joel Autenrieb
Colleague at Matson MoneyCincinnati, Ohio, United States, United States
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NT
Nick Taylor
Colleague at Matson MoneyCincinnati, Ohio, United States, United States
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CB
Catherine Bui
Colleague at Matson MoneyTempe, Arizona, United States, United States
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CS
Corinne Strohbach
Colleague at Matson MoneyScottsdale, Arizona, United States, United States
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DD
David Dabbelt
Colleague at Matson MoneyCincinnati Metropolitan Area, United States
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JS
Jeb Snyder
Colleague at Matson MoneyCincinnati, Ohio, United States, United States
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AA
Alex Ash
Colleague at Matson MoneyScottsdale, Arizona, United States, United States
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KM
Kelly Mcfadden
Colleague at Matson MoneyMilford, Ohio, United States, United States
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Alex Crawford
Colleague at Matson MoneyGreater Phoenix Area, United States
View →
CF
Christopher French
Colleague at Matson MoneyPhoenix, Arizona, United States, United States
View →
JA
Joel Autenrieb
Colleague at Matson MoneyCincinnati, Ohio, United States, United States
View →
NT
Nick Taylor
Colleague at Matson MoneyCincinnati, Ohio, United States, United States
View →
CB
Catherine Bui
Colleague at Matson MoneyTempe, Arizona, United States, United States
View →
CS
Corinne Strohbach
Colleague at Matson MoneyScottsdale, Arizona, United States, United States
View →
DD
David Dabbelt
Colleague at Matson MoneyCincinnati Metropolitan Area, United States
View →
JS
Jeb Snyder
Colleague at Matson MoneyCincinnati, Ohio, United States, United States
View →
AA
Alex Ash
Colleague at Matson MoneyScottsdale, Arizona, United States, United States
View →
KM
Kelly Mcfadden
Colleague at Matson MoneyMilford, Ohio, United States, United States
View →
1 education record
Brian Debord education
FAQ
Frequently asked questions about Brian Debord
Quick answers generated from the profile data available on this page.
What company does Brian Debord work for?
Brian Debord works for Matson Money.
What is Brian Debord's role at Matson Money?
Brian Debord is listed as Investment Services Team Lead at Matson Money.
What is Brian Debord's email address?
AeroLeads has found 1 work email signal at @matsonmoney.com for Brian Debord at Matson Money.
Where is Brian Debord based?
Brian Debord is based in Cincinnati, Ohio, United States while working with Matson Money.
What companies has Brian Debord worked for?
Brian Debord has worked for Matson Money, U.S. Bank, and Us Bank Wealth Management.
Who are Brian Debord's colleagues at Matson Money?
Brian Debord's colleagues at Matson Money include Alex Crawford, Christopher French, Joel Autenrieb, Nick Taylor, and Catherine Bui.
How can I contact Brian Debord?
You can use AeroLeads to view verified contact signals for Brian Debord at Matson Money, including work email, phone, and LinkedIn data when available.
What schools did Brian Debord attend?
Brian Debord holds Bachelors, Business Administration from Thomas More College.
What skills is Brian Debord known for?
Brian Debord is listed with skills including Credit, Loans, Banking, Credit Analysis, Wealth Management, Financial Analysis, Investments, and Private Banking.
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