Brett Briggs

About Brett Briggs

At the core of U.S. Bank\'s Wealth Management and Investment Services, my role as Vice President pivots on cultivating and nurturing key relationships with top-tier financial entities. The breadth of my responsibilities spans from rigorous compliance monitoring to intricate cash flow modeling, all aimed at delivering tailored client service solutions. Our collective efforts have solidified the bridge between client expectations and our financial stewardship, culminating in trusted, long-standing partnerships.In collaboration with internal teams, I\'ve spearheaded the smooth transition of new account implementations and the strategic management of existing accounts, ensuring operational excellence. My dedication to customer service management has been paramount, fostering an environment where investments flourish and key client relationships are strengthened. With a CFA Level I credential and a deep understanding of the financial landscape, I continue to contribute to U.S. Bank\'s legacy of excellence and trust.

Experience

1. Vice President Relationship Manager - Wealth Management and Investment Services

   U.S. Bank

   Mar 2022 — Present

Education

• Michigan State University

  Bachelor of Arts (B.A.), Finance

  2006 — 2010

• Wall Street Prep - Financial Training

  Financial Modeling Practices, Acquisition Comparables, Excel Training, Ratio Analysis

  2010 — 2010

Skills

• Portfolio Management
• Loans
• Pivot Tables
• Microsoft Excel
• Valuation
• Organizational Structure
• Strong Communication Skills
• Business Development
• Microsoft Office
• Management
• Forecasting
• Excel
• Analysis
• Organizational Skills
• Customer Service
• Writing Skills
• Strategic Financial Planning
• Strategic Planning
• Financial Modeling
• Finance
• Strategy
• Financial Analysis