Brian Sugrue Email & Phone Number
Chief Information Officer @ PTMA Financial Solutions
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Brian Sugrue Location
- Boston, MA, US
Brian Sugrue Work
- 2021 -now Chief Information Officer @
- 2018 -2021 Managing Director @
- 2017 -2018 Vice President of Operations and Account Manager @
- 2016 -2017 Strategic Consultant @ Independent
- 2011 -2016 Vice President Investment Administration Business Team @
- 2010 -2011 Vice President, Global Delivery Services @
- 2007 -2010 Sr. Director Program Management @
- 2006 -2007 Sr. Consultant, Business Development @
- 2000 -2006 Vice President Investment Administration @
- 1997 -2000 Vice President Investment Administration @ Santander Global Advisors
- 1996 -1997 Trade Processing Associate @
Brian Sugrue Education
- Suffolk University - Sawyer Business School 2002-2006
Brian Sugrue Skills
- Business Analysis
- Vendor Management
- Management
- International Expansion
- Leadership
- Mutual Funds
- Cross Functional Team Leadership
- Hedge Funds
- Microsoft Word
- Business Process
- Strategic Leadership
- Outsourcing
- Financial Risk
- Asset Management
- Financial Services
- Investments
- Integration
- Requirements Gathering
- Investment Management
- Trading
- Program Management
- Portfolio Management
- Valuation
- Strategy
- Capital Markets
- Risk Management
- PowerPoint
- Negotiation
- Back Office Operations
- Fixed Income
- Derivatives
- Securities
- Strategic Planning
- Due Diligence
- Trading Systems
- Public Speaking
- Business Development
- Finance
- Operations Management
- Middle Office
- Consulting
- Equities
- Alternative Investments
- Bloomberg
- Business Intelligence
- SDLC
- Corporate Actions
- Software Development Life Cycle Sdlc
- Software Development Life Cycle
Brian Sugrue Summary
- Brian Sugrue, based in Boston, MA, US, is currently a Chief Information Officer at PTMA Financial Solutions. Brian Sugrue brings experience from previous roles at Cutter Associates, STP Investment Services, Independent and Wellington Management. Brian Sugrue holds a 2002 - 2006 Suffolk University - Sawyer Business School. With a robust skill set that includes Business Analysis, Vendor Management, Management, International Expansion, Leadership and more. Brian Sugrue has 2 mobile phone numbers on RocketReach.
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Top PTMA Financial Solutions Employees
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Denver, CO, US
Jeff Lundberg
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Atlanta, GA, US
Steve Pumper
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Walker Zulkoski
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Kevin Berents
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Denver, CO, US
Kevin Kulling
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Chicago, IL, US
Jason Hoffman
Vice President, Investment Services
Columbia, MO, US
Sara Schnoor
Vice President, Investment Services
Milwaukee, WI, US
Jen Gosselin
Vice President Client Relations
Denver, CO, US
Courtney Clarke
Vice President, Institutional Portfolio Manager
Des Moines, IA, US
Todd Terrazas
Senior Vice President, Bank Funding Sales
Phoenix, AZ, US
Jacob Correll
VP, Portfolio Manager
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