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

2024 -now Specialist, Wealth Service Delivery @
2023 -2024 Client Service Manager II - Corporate Trust @
2022 -2023 Agency Compliance and Financial Services Associate @
2018 -2022 Loan Closing Supervisor @
2018 -2018 Relationship Manager I - Private Client Group @
2016 -2017 Licensed Relationship Banker @
2015 -2016 Branch Sales and Service Representative II @
2009 -2014 Certified Shift Manager @

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

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

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.