Brian J Curley

Client Executive | CFO | Board Member | Financial Services | SaaS | Operations | Strategy | Helping companies grow at scale and enabling non-profits to do more good

Role
Principal Client Relationship Executive at SS&C Technologies
Location
Franklin, MA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Brian J Curley

Business executive, with 20+ years in financial services and SaaS organizations, with leadership positions in strategy, operations, and finance. Driving growth at scale and maximizing performance via collaboration. Expertise in equity compensation, retirement, pension, health & welfare and retail businesses and a passion for driving growth at scale; improving business results through transformative P&L leadership, market-focused strategy development and delivering outstanding customer experiences.Non-profit Board Chair, business and finance leader with expertise understanding complex issues and crafting solutions to strategic business problems, across market cycles, by collaborating and influencing executive teams and boards.Pragmatic, collaborative, and fact-based decision-maker that brings clarity and focus during uncertain times. Agile executive, who listens closely and partners effectively across functions and business lines to drive alignment, customer outcomes, and business results.Expertise in: Retirement | Wealth Management | Employee Benefits | Equity Compensation | 401(k)| Defined Benefit | Health & Welfare | Payroll | Rollover | Asset Retention | Managed Accounts | Education | Leadership Development | Operations | Customer Development | Life Events | Customer Experience | Unit Costing | Partnerships | Organizational Alignment | Program Management | Strategy Development | Performance Management | P&L Ownership | KPIsMicrosoft Office | Salesforce | Workday | Adaptive | N••••••••@comcast.net61••••••90

Experience

  1. Principal Client Relationship Executive

    SS&C Technologies

    Jan 2023 — Present

    SS & C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune list as top U.S. company based on revenue, SS & C is headquartered in Windsor, Connecticut and has employees in over 90 offices in 35 countries. Some financial services and healthcare organizations, from the world\'s largest institutions to local firms, manage and account for their investments using SS & C\'s products and services.

Education

  • Le Moyne College

    Bachelor of Science - BS, Finance & Marketing

  • Boston College Carroll School of Management

    Master of Business Administration - MBA, Business Administration and Management, General

    1996 — 1999

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Brian J Curley — Principal Client Relationship Executive at SS&C Technologies in Franklin, MA, US | Unifers