Brian H.
Vice President, Solutions Manager, Process Consultant, Data Analyst
- Role
- Vice President, Business & Strategic Solutions at Lenox Advisors
- Location
- Hoboken, NJ, US
- LinkedIn followers
- 500 followers
About Brian H.
I am a part of the Business Excellence team at Lenox Advisors, Inc. Lenox Advisors is a unique Wealth Advisory rm focusing on high net worth individuals, including corporate executives, business owners and entrepreneurs. Most of our clients retain us to be their “personal CFO.” We coordinate all aspects of their nancial lives, including retirement planning, asset management, risk management, estate planning, insurance, children’s college education, etc.Business Excellence at Lenox Advisors strives to pursue efficiency in every aspect of the enterprise in order to meet all needs of the client, both realized and unrealized, and thus maximize profitability for Lenox. We anticipate the needs of the organization by seeking the Voice of the Customer, both internal and external, to influence our priorities. It is our responsibility to facilitate the company’s growth by standardizing business processes to ensure delivery of product and services, best practices, data integrity and transparency.
Experience
Vice President, Business & Strategic Solutions
Mar 2016 — Present
Education
Lehigh University
Business & Economics, Financial Analysis, Financial Accounting
2004 — 2009
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