Nancy Brand Email & Phone Number

New York City Metropolitan Area

Registered Representative offering securities products and services through NYLIFE Securities LLC,Member FINRA/SIPC, A Licensed Insurance Agency

New York City Metropolitan Area

Agent licensed to sell insurance through New York Life Insurance Company

New York, United States

Using a web-based client resource management (CRM) platform to call anyone diagnosed with COVID-19, assess symptoms, and provide them with instructions for isolation, using established protocols to collect relevant details, such as direct contacts and exposure information and maintain ongoing communication with cases to monitor symptoms, determine social support needs and/or handle reporting of issues that arise.

Valley Stream, Ny

Responsible for maximizing the return on financial assets by establishing financial policies, procedures, controls and reporting systems. Ensured legal and regulatory compliance for all accounting and financial reporting functions. Oversaw cost analysis, general accounting and accounts receivable/collection.

Greater New York City Area

Executive Director, Head of Global Equity Reporting, April 2011 - December 2015Executive Director, CAO of Equity, Investment Banking and Commodities Finance, October 2010 – May 2012Executive Director, Investment Banking Division Controllers team, November 2007 – April 2011Managerial responsibility over global management and client reporting teams, ensuring consistency over global financial metrics, management reporting and client reporting.• Oversaw production of a high volume of weekly revenue reports for the Equity division and ensured accuracy and timely distribution• Forecasted Equity divisional revenue and expenses for the bi-weekly quarter forecast, quarterly full year forecast, and annual budget processes, including analysis of current and future trends, as well as coordination across multiple teams and regions • Produced accurate PBT reporting for the Equity division• Produced and presented return metrics to key members of Equity divisional management and finance management on a weekly and monthly basis to improve overall efficiency of the division (Return on Assets, Return on Equity, etc.)• Prepared external sales and trading financials for earnings release, 10K/10Q, and all related quarterly filings• Oversaw accurate Regulatory and Legal Entity reporting for the Equity division• Led efficiency enhancement, process improvement, and standardization across the reporting group

Manager of the Multinational Pooling DepartmentThe Multinational Pooling Department is part of the Group Management Division of American International Life Companies (U.S.). Multinational Pooling is a program that combines a multinational company’s worldwide employee benefits policies for information and financial purposes in the form of annual profit and loss accounts.• Managed staff of six financial analysts and coordinated workload in order to meet aggressive deadlines.• Instrumental in improving average turnaround time of profit and loss account release to clients from 11 months to 6 months.• Assisted in the development, implementation and management of a captive solution for a large multinational corporation.• Assisted in the preparation of annual department budget.• Conducted annual profitability tests of the pool portfolio.• Reviewed profit and loss accounts for accuracy prior to release to clients.• Prepared financial reports for Senior Management in order to reduce deficit accounts and assist local offices in renewal underwriting in order to improve loss ratios.• Prepared new business proposals.• Trained overseas regional coordinators on Pooling Department procedures and systems.• Worked in conjunction with Systems Department on development of new pooling computer system in accordance with market/client feedback.

Mba, International Finance

Bachelor Of Science, Finance

Activities and Societies: St. John's University Chorale; Spectator Humor Magazine - Graphics Editor; Yearbook Committee