Brian Bodner Email & Phone Number

Specialist, Wealth Service Delivery @ BNY Wealth

View Brian's Email & Phone Number

5 free lookup(s). No credit card required.

If you need more lookups, subscriptions start at $34 USD/month.

Brian Bodner Location

Pittsburgh, PA, US

Brian Bodner Work

Specialist, Wealth Service Delivery @ (September 2024 - Present)
Client Service Manager II - Corporate Trust @ (March 2023 - September 2024)
Agency Compliance and Financial Services Associate @ (September 2022 - January 2023)
Loan Closing Supervisor @ (May 2018 - April 2022)
Relationship Manager I - Private Client Group @ (January 2018 - April 2018)
Licensed Relationship Banker @ (October 2016 - December 2017)
Branch Sales and Service Representative II @ (January 2015 - September 2016)
Certified Shift Manager @ (November 2009 - December 2014)

Brian Bodner Education

Campbell University, Lundy-Fetterman School of Business
Master of Trust and Wealth Management (MTWM)
2025-2027
Southern New Hampshire University
B.S.B.A. (Accounting and Finance)
2024-2025
The American College of Financial Services
“Know Yourself (Grow Your Wealth®︎” Program)
2024-2024
Campbell University
54th Trust School Executive Education Program
2024-2024
Southern New Hampshire University
A.S. (Business Administration)
2019-2022
Charleroi Area High School
High School Diploma

Brian Bodner Skills

Team Leadership
Relationship Building
Client-focused
High-Net-Worth Individuals (HNWI)
Private Wealth Management
Personal Financial Planning
Personal Trust Administration
Financial Advisory
Behavioral Finance
SEI Trust 3000
Account Reconciliation
Estate Tax Planning
Portfolio Management
Trade Settlements
Fixed Income Trading
Mutual Funds
Trade Support
Equity Trading
Cross-functional Team Leadership
Trading
Trust Operations
Wills
Trust Taxation
Trust Services
Charitable Gift Planning
Student Loans
Debt Management
Housing Finance
Lending Solutions
Credit Risk Management
Accounting
Financial Planning Software
Financial Markets
Corporate Trust
Retirement Planning
Tax Planning
Financial Literacy
Budgeting
Investment Advisory Services
Modern Portfolio Theory
Investment Strategies
Multi-generational wealth transfer
Estate Planning
Fiduciary Services
Business Development
Wealth Management Services
Private Banking
Wealth Transfer
Team Building
Critical Thinking
Client Relations
Sales
Management
Communication
Attention to Detail
Product Knowledge
Securities Regulation
Capital Markets
Investments
Banking
Financial Analysis
Annuities
Insurance
Taxation
Advanced Accounting
Corporate Finance
Small Business Management
Real Estate
Marketing
Economics
Business Law
Customer Service
Client Services
Problem Solving
Financial Planning
Regulatory Compliance
Financial Services
Data Entry
Risk Management
Analytical Skills
Customer Relationship Management (CRM)
Electronic Funds Transfers
Wire Transfers
Microsoft PowerPoint
Microsoft Excel
Business Acumen
Coaching
Active Listening
Time Management
Value Selling
Exceed Sales Goals
Pipeline Management
Servant Leadership
Strategic Planning
Deadline Oriented
New Client Acquisitions
Sales Acumen
Sales Effectiveness
Advanced Accounting
Artificial Intelligence (AI)
Biblical Personal Finance
Project Delivery
Project Management
Project Planning

Brian Bodner Summary

Brian Bodner, based in Pittsburgh, PA, US, is currently a Specialist, Wealth Service Delivery at BNY Wealth. Brian Bodner brings experience from previous roles at BNY, MassMutual Pittsburgh, NVR, Inc. and PNC. Brian Bodner holds a 2025 - 2027 Master of Trust and Wealth Management (MTWM) @ Campbell University, Lundy-Fetterman School of Business. With a robust skill set that includes Team Leadership, Relationship Building, Client-focused, High-Net-Worth Individuals (HNWI), Private Wealth Management and more. Brian Bodner has 2 emails and 1 mobile phone numbers on RocketReach.