Brian Mcgraw Email & Phone Number

Elgin, IL, US

Chicago, IL, US

Keeping current on all new Residential and Commercial real estate trends and laws. Communicating with clients to understand their property needs and preferences. Coordinating and scheduling appointments with prospective buyers to show them houses and plots. Acting as liaison between buyers and sellers ensuring positive experience for both parties involved..

Costa Mesa, CA, US

• As a Key Account Director in Channel Sales, I was responsible for bringing my vision, innovation and can-do attitude to help build a multi-tier channel program and to support a seamless go-to-market strategy. I played.
• Execute partner strategy to build and grow MeridianLink’s presence across key market segments and regions to achieve business targets.
• Recruit, onboard and develop committed, loyal, scalable partners. Gather market data and identify untapped market potential.
• Continually assess, clarify, and validate partner needs. Track, measure and report on channel effectiveness against targets, and adjust programs and partnerships as necessary.
• Understand our partners’ businesses and develop strategies and incentives to make them more profitable through our partnership.
• Work cross-functionally internally to ensure messaging alignment, operational coordination and evangelization of partner strategy.

Costa Mesa, CA, US

• In my role as an Account Executive at Experian, I helped to connect financial institutions with the most powerful data tools available to acquire and serve their membership. I frequently assisted FI's with projects.
• Engage with existing clients to ensure renewal of contract and be the primary client contact for defined accounts.
• Social Selling & Video Skills - Host client engagements with Customers using Teams, WebEx, & Zoom.
• Execute client contact campaigns driven by the team leader and effectively utilize technology and tools to enhance client loyalty.
• Create, develop, and maintain working relationships with "C-Level, V-Level, and D-Level" executives working globally.
• Achieve monthly and annual client retention goals.

Chicago, Illinois, US

• Relationship Banker - NMLS #: 1774353Illinois Notary Public
• Assess the needs of customers and offer them banking services that meet their financial needs
• Generate leads and uncover new streams of revenue within existing relationships
• Manage risk and compliance while supporting the operations of the branch
• Build long-term relationships with clients, ensuring they use BMO Harris Bank's products and services for all their banking needs
• Elevate the customer experience

• Creation, licensing, operation, and oversight of family owned small business in two States.
• Management of real estate professionals working under Sidekick Realty.
• Real Estate investment strategist, using market driven techniques. (Flips, buy/lease, etc)
• Property and lessor/lessee management.
• Aid buyers search for homes.
• Sale or lease of homes for sellers.

• Team GoddardResidential and Commercial Real Estate Broker(Buy, Sell, Lease, Rent, Commercial)
• Keep current on all new Residential and Commercial real estate trends and laws.
• Communicate with clients to understand their property needs and preferences.
• Coordinate and schedule an appointment with prospective buyers to show them houses and plots.
• Act as liaison between buyers and sellers ensuring positive experience for both parties involved.
• Responsible for preparation of contract documents, purchase agreements and closing statements.

Chicago, Illinois, US

• Daily reconciliation of transactions and positions for several types of Equity and Swap accounts. (TRS, CDS, Ascot, OTC, Swaption, and Variance, FX Forwards/Options, and Contract for Differences.)
• Analyze and understand all security and cash position differences related to reconciliations.
• Coordinate break resolution process between client, operations teams and custodian banks.
• Oversight of Collateral reconciliation for all external 3rd party clients.
• Creation of digital mapping from brokers Excel files to internal systems to ensure automatic daily processing.
• Manage hand off process between India and Chicago reconciliation teams, and follow up on open issues.

US

• Collection and reconciliation of all cash activity for Bank loan collateralized CLO’s, ABS portfolios, TRS portfolios, CDS portfolio, Mortgage Repo portfolio, and Corporate Security Funds.
• Monthly position reconciliations for all portfolios’ prior to fund determination/payment.
• Trade confirmations with counterparties for ABS, Synthetics, and Mortgage Repo funds.
• Daily use of Bloomberg to update security pricing and benchmarks, as well as gather key data.
• Communication with 6 separate trustee banks, domestic and international agents, multiple counterparties, and DCM team members in all departments.
• Reporting responsibilities including Aged Receivable Collection, Bank Error Cleansing, Unclaimed Cash Reporting, Delayed Comp calculation, Daily Pricing, and weekly Factor/Rate updates.

Stamford, CT, US

• Private EquityStructured Products Specialist – Private Equity
• Process CLO cash activity and changes in investment positions on a daily basis.
• Reconciliation of CLO investment income and cash balances on a daily basis.
• Investigation of position variances.
• Communication with trustee and other third parties agents to resolve discrepancies,
• Contract analysis and communication with analysts.

Hoofddorp, Noord-Holland, NL

• Cold call B2B sales to Arlington Heights, IL region.
• Post sale follow ups with clients to ensure customer satisfaction.
• Creation and delivery of sales pitches in Microsoft PowerPoint.
• Completion of contracts and sales orders.
• Development of marketing materials.
• Attendance of product training sessions.

Zurich, CH

• Office of Mike McBath, SVP.
• Development of marketing materials to wealthy clientele using Microsoft Windows Suite and Photoshop.
• Development of sales events to NFL Retired Players Association.
• Invitation phone calls to NFL Retired Players Association members.
• Maintenance and cleansing of client book information database.
• Basic office duties (filing, answering phone, copy, etc.)

Master Of Business Administration - M.B.A., Business Administration And Management

Bachelor Of Science In Business Administration - B.S.B.A, Finance

Associates Degree - A.A., Business Administration And Management

Animation, Interactive Technology, Video Graphics And Special Effects

High School Diploma, General Studies