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
- 2023 -now Principal Client Relationship Executive - Retirement Solutions @
- 2021 -2022 Senior Director, Strategic Finance | Head of FP and A @
- now Vice President, Growth Strategy - Workplace Managed Accounts @
- now Vice President and Chief of Staff - Plan Sponsor Services @
- 2019 -2020 Vice President, Growth Strategy - Workplace Managed Accounts @
- 2017 -2019 Vice President and Chief of Staff - Plan Sponsor Services @ Fidelity Investments
- now Vice President, Workplace Planning and Advice Strategy and Integration @
- 2013 -2017 Vice President, Workplace Planning and Advice Strategy and Integration @
- now Vice President, CFO - Personal and Workplace Investing Products @
- now Director of Operations - Mutual Fund Administration @
- 2007 -2013 Vice President, CFO - Personal and Workplace Investing Products @
- 2006 -2007 Director of Operations - Mutual Fund Administration @
- now Senior Director, Strategic Finance | Head of FP and A @
- 1992 -2006 Earlier Career - Fidelity Investments and Fidelity International @
- now Earlier Career - Fidelity Investments and Fidelity International @
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
- Customer Relations
- Travel Planning
- Hospitality Industry
- Teaching English
- Customer Service
- Business Travel
- Customer Oriented
- Food & Beverage
- Management
- Travel Management
- Leadership
- 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
- Project Management
- Training and Development
- Microsoft Excel
- Business to Business B2b
- Food and Beverage
- JavaScript
- Research
- Social Media
- Business to Business
- Mutual Funds
- Investments
- Asset Management
- Defined Benefit
- Cross Functional Team Leadership
- Business Integration
- 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 5 emails and 3 mobile phone numbers on RocketReach.
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