Brian Curley Email & Phone Number

Principal Client Relationship Executive - Retirement Solutions @ SS&C Technologies

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Brian Curley Location

Franklin, MA, US

Brian Curley Work

Principal Client Relationship Executive - Retirement Solutions @ (February 2023 - Present)
Senior Director, Strategic Finance | Head of FP and A @ (January 2021 - January 2022)
Vice President, Growth Strategy - Workplace Managed Accounts @ (January 2019 - January 2020)
Vice President and Chief of Staff - Plan Sponsor Services @ (January 2017 - January 2019)
Vice President, Workplace Planning and Advice Strategy and Integration @ (January 2013 - January 2017)
Vice President, CFO - Personal and Workplace Investing Products @ (January 2007 - January 2013)
Director of Operations - Mutual Fund Administration @ (January 2006 - January 2007)
Earlier Career - Fidelity Investments and Fidelity International @ (January 1992 - January 2006)

Brian Curley Education

Boston College Carroll School of Management
Master of Business Administration - MBA
1996-1999
Le Moyne College
Bachelor of Science - BS (Finance & Marketing)

Brian Curley Skills

Financial Adminstration
Relationship Building
Program Management
Strategic Planning
Customer Experience
Financial Analysis
Strategic Financial Planning
Financial Services
Strategy
Business Development
Customer Insight
Business Analysis
Outsourcing
Financial Modeling
Business Process Improvement
Finance
Change Management
Operations Management
Process Optimization
Agile Methodologies
Actionable Insights
Analytical Skills
Annual Budgets
Artificial Intelligence (AI)
Big Data
Business Integration
Business Relationship Management
Business Strategy
Business Transformation
Capital Expenditures
Continuous Process Improvement
Cross-Functional Leadership
Cross-functional Team Leadership
Customer Experience & Engagement
Customer Relationship Management (CRM)
Data Analytics & Decision Making
Data Analytics & KPI Development
Defined Benefit
Executive Management
FinTech
Financial Planning and Analysis (FP&A)
Financial Reporting
Fixed & Variable Allocations
Hold Series 7
Leadership
Leadership Development
Management
Management Presentations
Operational Excellence
P&L Management
Partnership Development
Post-close Reconciliations
Product & Growth Strategy
Project Management
Series 24
Team Leadership
Team Leadership & Development
Customer Relations
Travel Planning
Hospitality Industry
Teaching English
Customer Service
Business Travel
Customer Oriented
Food & Beverage
Travel Management
Sales
Employee Training
Hiring
Customer Satisfaction
Account Management
Tourism
Event Management
Entrepreneurship
Public Relations
Revenue Analysis
Travel Arrangements
Online Travel
Travel Photography
Adventure Travel
Incentive Travel
LGBT Rights
Training Delivery
Training & Development
Fitness Training
Business-to-Business (B2B)
Business Process
Business Planning
Business Networking
KPI Implementation
Solution Implementation
Quality Improvement
Training and Development
Microsoft Excel
Business to Business B2b
Food and Beverage
JavaScript
Research
Social Media
Business to Business
Mutual Funds
Investments
Asset Management
Cross Functional Team Leadership
Series 7
Series 63

Brian Curley Summary

Brian Curley, based in Franklin, MA, US, is currently a Principal Client Relationship Executive - Retirement Solutions at SS&C Technologies. Brian Curley brings experience from previous roles at Panorama Education and Fidelity Investments. Brian Curley holds a 1996 - 1999 Master of Business Administration - MBA @ Boston College Carroll School of Management. With a robust skill set that includes Financial Adminstration, Relationship Building, Program Management, Strategic Planning, Customer Experience and more. Brian Curley has 7 emails and 3 mobile phone numbers on RocketReach.