Brian L.
Investments | Operations | Consultative Sales | Data-Driven
- Role
- Senior Investment Ops Analyst at Optum Bank
- Location
- Fayetteville, AR, US
- LinkedIn followers
- 500 followers
About Brian L.
I love connecting with people from all walks of life to work together to solve important problems. Currently looking to network and make the next step in my career putting my experience in sales, finance/investments, and operations to use for a great company. Experience Highlights:Fidelity Investments - Consistently ranked in top 25% of sales reps, over $100M of new assets through over inbound and outbound phone callsUtah State - MBA 2014Genesys - Revenue and forecasting support for professional services team in SAASCotiviti - Capacity Planning/Headcount modeling and forecasting (Excel nerd)Optum Bank - investment operations, sales supportHobbies: Adventure motorcycling, hiking, fishing, and family pickle-ball tournaments
Experience
Senior Investment Ops Analyst
Dec 2021 — Present
Education
Brigham Young University
Bachelors, Finance
Utah State University
Master of Business Administration (MBA), Business Administration and Management, General
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.