Braycy Moran

Vice President of Institutional Asset Management @ PNC | MBA, Strategy & Market Expansion

Role
Vice President of Institutional Asset Management at PNC
Location
Los Angeles, CA, US
LinkedIn followers
500 followers

About Braycy Moran

I am a business leader with 13+ years of experience in the finance industry. My areas of expertise include business development, growth strategy, and operations. In my current role as a Business Development Manager at PNC, I play a pivotal role in identifying and engaging potential clients and referral sources for PNC\'s institutional asset management offerings. I leverage my deep understanding of the financial landscape and PNC\'s capabilities to generate awareness and align them with client needs. I collaborate closely with cross-functional teams to execute strategic activities that create interest, cultivate referrals, and contribute to successful sales closures. I create value by delivering tailored solutions that drive new revenue. I possess extensive experience in restructuring retail branches, fostering meaningful client relationships, and executing B2B/B2C initiatives. I am passionate about customer success and CRM, and I serve as an Advisory Board Member for the University of Irvine\'s Customer Experience Program. Specialties include: Business Development Strategy, Audit and Regulatory Compliance Oversight, Customer Success Management, Client Relationship Management, Team Development, Banking Operations, Account Management, Project Management, & Banking Product Management

Experience

  1. Vice President of Institutional Asset Management

    PNC

    Jan 2023 — Present · Los Angeles, CA, US

    Go to market strategist for Institutional Asset Management Group covering Greater Los Angeles. Responsible for identifying prospective AMG clients or referral sources through internal and external networking.As a strategist, I am responsible for generating awareness, delivering solutions, and driving new revenue.Customer experience management is at the core of my responsibilities. I assess every new opportunity and implement the strategies used to ensure thatcustomers have a positive experience with the organization, its products, and our services.Ability to manage multiple concurrent objectives, projects, groups, or activities to ensure we deliver on deadlines in a timely manner

Education

  • UCLA Extension

    Pre-MBA studies

    2020 — 2020

  • University of California, Irvine Division of Continuing Education

    Customer Experience Certificate Program

    2020 — 2020

  • University of Southern California - Marshall School of Business

    Master of Business Administration - MBA

    2021 — 2022

  • Woodbury University

    Bachelor's degree

    2007 — 2011

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