Brian Bolton Email & Phone Number
Client Operations Manager and Manager, ESG Integration and Reporting @ Southeastern Asset Management
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Brian Bolton Location
- Memphis, TN, US
Brian Bolton Work
- Client Operations Manager and Manager, ESG Integration and Reporting @ (January 2020 - Present)
- Senior Associate @ (January 2016 - December 2019)
- Operations Associate @ (April 2011 - December 2015)
- Senior - Financial Services Consulting @ (July 2008 - April 2011)
- Staff Auditor @ (August 2006 - July 2008)
Brian Bolton Education
- University of Memphis
Master of Business Administration (MBA)
2006-2007 - Auburn University Harbert College of Business
Bachelors of Science in Business Administration (Accounting)
2002-2006
Brian Bolton Skills
- Investment Performance
- Investment Compliance
- Shareholder Communications
- Proxy Statements
- Competitive Analysis
- Strategic Communications
- Microsoft Office
- Investment Management Industry
- Global Investment Management
- Corporate Strategy
- Management
- Business Acumen
- Market Research
- Operational Excellence
- Problem Solving
- Operational Strategy
- Financial Data
- Program Management
- Business Process Improvement
- Analytics
- Data Analytics
- Financial Statement Analysis
- Due Diligence
- Fundraising
- Family Offices
- Customer Relationship Management (CRM)
- Communication
- Business Development
- Business
- Decision-Making
- Financial Advisory
- Leadership
- Investment Portfolios
- Accounting
- Operations
- Financial Services
- Risk Management
- Financial Reporting
- Asset Management
- Investments
- Portfolio Management
- Financial Analysis
- Finance
- Project Management
- Microsoft Excel
- Bloomberg
- FactSet
- Morningstar Direct
- Analytical Skills
- Financial Risk
- Investment Communications
- Performance Analysis
- Performance Attribution
- Returns
- Collateral Management
- Consulting
- Conciseness
- Corrective Actions
- Minerva
- Structure
- Proxy
- Collecting
- Business Administration
- Legal
- Utility Industry
- Sentinel
- Fidessa
- Confirmation
- Science
- Investment Management
- Charlotte
- Auditing
- Proxy Voting
- PowerPoint
- Monitors
- Execution
- Valuation
- Year End
- Demanding
- Capital Markets
- Reports
- Organizational Restructuring
- Hotels
- Supervision
- Equity Research
- Latent Zero
- Medicine
- Emerging Markets
- Contract Negotiation
- Apx
- Loss Mitigation
- Research
- Close Process
- Capital
- REIT
- Loans
- Analysis
- Written
- Trust Services
- Pensions
- Advent
- Debt
- Financial Modeling
- Suite
- Remediation
- Sarbanes Oxley Act
- Contractual Agreements
- Engagement
- Investment Banking
- Benefits Administration
- Covering
- Computer Proficiency
- Pricing
- Country
- Responsibility
- Internal Audit
- Project Teams
- Policies and Procedures
- Numbering
- Not for Profit
- Portfolio
- Microsoft Exchange
- Reviews
- Guidelines
- Materials
- Buy Side
- Wealth Management
- Compliance
- Equities
- Mutual Funds
- Microsoft Word
- Parties
- Internal Controls
- Asset
- Collateral
- Compelling
- Financial Transactions
- Trading
- Mergers and Acquisitions
- Accounting System
- Anticipate
Brian Bolton Summary
- Brian Bolton, based in Memphis, TN, US, is currently a Client Operations Manager and Manager, ESG Integration and Reporting at Southeastern Asset Management. Brian Bolton brings experience from previous roles at SOUTHEASTERN ASSET MANAGEMENT, Southeastern Asset Management, Ernst & Young and Watkins Uiberall, PLLC. Brian Bolton holds a 2006 - 2007 Master of Business Administration (MBA) @ University of Memphis. With a robust skill set that includes Investment Performance, Investment Compliance, Shareholder Communications, Proxy Statements, Competitive Analysis and more. Brian Bolton has 1 emails and 2 mobile phone numbers on RocketReach.
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