Brian Bodner Email & Phone Number

Brian Bodner Email & Phone Number

Specialist, Wealth Service Delivery @ BNY Wealth

Brian Bodner Location

Pittsburgh, PA, US

Brian Bodner Work

  • 2024 - now  Specialist, Wealth Service Delivery @ BNY Wealth
  • 2023 - 2024 Client Service Manager II - Corporate Trust @ BNY
  • 2022 - 2023 Agency Compliance and Financial Services Associate @ MassMutual Pittsburgh

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

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.
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