Brian Loftin Email & Phone Number

Vice President @ Fidelity Investments

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Brian Loftin Location

Raleigh, NC, US

Brian Loftin Work

2025 -now Vice President @
2024 -2025 Director @
2024 -2024 Vice President, Asset Management Compliance @
2021 -2024 Senior Director, Registered Investment Adviser CCO @
2019 -2021 Vice President, Asset Management Compliance @
2016 -2019 Vice President @
2015 -2016 Manager, Risk Consulting @
2013 -2015 Senior Associate, Risk Consulting @
2012 -2013 Analyst @
2008 -2011 Summer Associate and Law Clerk @ Entwistle & Cappucci LLP
2004 -2006 Research Technician III @ Center For Applied Genetic Technologies

Brian Loftin Education

Fordham University School of Law
J.D. (Business and Capital Markets Law)
2006-2009
The University of Georgia
B.S. (Microbiology, Cum Laude)
2001-2004

Brian Loftin Skills

Excel
VBA
PowerPoint
Access
Word
Bloomberg Terminal
SQL
Financial Analysis
Financial Modeling
Matlab
Business Development
Business Analysis
Risk Management
Public Speaking
Strategy
Acts
Capital Structure
Chemistry
CDS
International Sales
Perl
Commercial Litigation
Finance
CDO
SEC filings
Executive Positions
Temporary Placement
Sequencing
Legal
Scholarships
Bear
Banking Law
Subscription
Briefs
Document Preparation
Microbiology
C Level
Film
Management
Common Law
Cycling
Repossessions
CFTC
Statistics
Competition Law
Hedge Funds
Rules
Resolve
Physics
Accounting
Securities Regulation
Calculus
Georgia
Opposition
Valuation
Debtor/Creditor Law
Bloomberg
Institutional Investments
Sage Act
Asset Allocation
Reports
Microsoft Office
FINRA
Corporations
Microsoft Excel
Community Outreach
Supreme Court
Scripting
Bankruptcy
Conferences
Shareholder
Research
Commercial Real Estate
Credit Rating
Analysis
Redemption
Reform
Ratings
Commodities
Animals
Cash Flow
Fixed Income
Corporate Finance
FIX Protocol
Applications
Schedules
Damages
Plaintiff
Energy
Piano
Macro
MBS
Microsoft Access
Blue Sky
GAAP
Project
Sarbanes Oxley Act
Contractual Agreements
Measurements
Cello
Depositions
Analytics
Unix
Equity Derivatives
Geometry
Subprime
Mediation
Macroeconomics
Internal Audit
Civil Procedure
Regulations
Code
Misrepresentation
Real Estate Economics
Google Groups
Purchasers
Judicial
Genomics
Tax
Microsoft Exchange
New York
Investments
Mortgage Lending
Claim
Fostering
Statistical Data Analysis
Compliance
Equities
Sequence
Outlook
Securities Litigation
Microsoft Word
Civil Litigation
Asset
Collateral
Financial Transactions
Optimization
ERISA
Risk
Mergers and Acquisitions
Bass
Recording
Securities
Strength Training

Brian Loftin Summary

Brian Loftin, based in Raleigh, NC, US, is currently a Vice President at Fidelity Investments. Brian Loftin brings experience from previous roles at UBS, Credit Suisse and Stash. Brian Loftin holds a 2006 - 2009 J.D. in Business and Capital Markets Law @ Fordham University School of Law. With a robust skill set that includes Excel, VBA, PowerPoint, Access, Word and more. Brian Loftin has 2 emails and 1 mobile phone numbers on RocketReach.