Brian Penny Email & Phone Number
Fee Based Planning at Northwestern Mutual Wealth Management @ Northwestern Mutual
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Brian Penny Location
- Milwaukee, WI, US
Brian Penny Work
- 2024 -now Fee Based Planning at Northwestern Mutual Wealth Management @
- 2021 -now Program Delivery Leader - Northwestern Mutual Wealth Management Company @
- 2017 -2021 Engineering Leader - Finance and Risk Technology @
- 2015 -2017 Assistant Director : Client and Digital Experience @
- 2013 -2014 Director - Global Operations Management and Business Controls @
- 2008 -2013 Director- Head of Global Dodd Frank OTC Margin Operations and Client Service @
- 2007 -2008 Senior Vice President Operations @ Lehman Brothers & Barclays Capital
- 1996 -2007 Managing Director - Operations and Shared Services @
Brian Penny Education
- Michigan Technological University
BS (Management Information Systems)
Brian Penny Skills
- Management
- Valuation
- Equities
- Fixed Income
- AML
- Risk Management
- Derivatives
- Financial Markets
- Middle Office
- Investment Banking
- Portfolio Management
- Trading Systems
- Hedge Funds
- Project Management
- Change Management
- Business Analysis
- Data Migration
- Database Design
- Client Services
- Client Relations
- Training
- Collateral Management
- Anti Money Laundering
- Shared Services
- IT Development
- Mentoring
- Structure
- Foreign Exchange
- Programming
- Savings
- Singapore
- Admin
- Legal
- Dispute Resolution
- Customer Support
- Budget Process
- Cat
- Financial Statements
- Design
- Confirmation
- Calls
- Security
- Corporate Actions
- Repossessions
- Sensitivity
- Redundant
- Depot
- Steering
- Clearing
- Committees
- Auditing
- Business Lines
- Accounting
- Workflow
- Human Resources
- Service Bureau
- Settlement
- Capital Markets
- Entry
- System
- Bloomberg
- Sage Act
- Reports
- Interest Rate Derivatives
- Account Reconciliation
- Operations Management
- New Business Development
- Mid Level
- Policy
- Employee Training
- Mumbai
- Documentation
- Chicago
- Bespoke
- Loans
- Analysis
- London
- Client Training
- R
- Cha
- Commodities
- Jersey
- C
- Retail
- Shoring
- Moving
- Applications
- Team Structure
- New Clients
- Active
- Bank Reconciliation
- Customization
- Operations
- Cosmetics
- Aligning
- Asia Pacific
- Balancing
- Indicators
- Project
- Flows
- Contractual Agreements
- House
- Man Management
- Supports
- Static Data
- Reg
- Equity Derivatives
- Covering
- Presentations
- Income
- Pricing
- Responsibility
- Japanese
- Usa
- Regulations
- Distribution
- International
- Obtain
- Google Groups
- Portfolio
- Software Installation
- Tax
- Sourcing
- New York
- Business Process Re Engineering
- Reclamation
- Mark To Market
- Software
- Margin Improvement
- Compliance
- Securities
- Stocks
- Cash
- Internal Controls
- Collateral
- Onboarding
- Platforms
- Operational Risk
- Invoicing
- Trading Operations
- Budgets
- Financial Transactions
- Resource Optimization
- Tokyo
- Problem Solving
- Trading
- Hong Kong
- MIS
- Mandates
- Mergers and Acquisitions
- Recruiting
- North American
- Series 7
- Coordinated
- Automation
Brian Penny Summary
- Brian Penny, based in Milwaukee, WI, US, is currently a Fee Based Planning at Northwestern Mutual Wealth Management at Northwestern Mutual. Brian Penny brings experience from previous roles at Northwestern Mutual and Bank of America Merrill Lynch. Brian Penny holds a BS in Management Information Systems @ Michigan Technological University. With a robust skill set that includes Management, Valuation, Equities, Fixed Income, AML and more. Brian Penny has 1 emails and 2 mobile phone numbers on RocketReach.
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