Brian
Finance Professional
- Role
- Senior VP of Credit Trade Finance Group at Leucadia Asset Management
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Brian
Collaborative finance professional with strong analytical and communication capabilities, a passion for investing, and significant experience in researching and managing fixed income investments. For 12 years, I was a member of the Investment Portfolio at Wells Fargo where I was primarily responsible for identifying and underwriting investments in the Tech, Media, and Telecom sectors. I started my career during the 2008 financial crisis and had a strong track record in identifying attractive risk-return opportunities that grew the portfolio without defaults through multiple economic cycles. I also served as a project leader and a key contributor to various cross-functional projects focused on business process improvements, regulatory compliance, and internal risk policies. After an extended break to address a significant wrist injury and work on personal projects, I am interested in returning to my career in finance.
Experience
Senior VP of Credit Trade Finance Group
Apr 2025 — Present · San Francisco, CA, US
Education
University of Pennsylvania
Bachelor of Science (Wharton School)
Skills
- Financial Modeling
- Credit Analysis
- Leveraged Finance
- Fixed Income
- High Yield
- Securities
- Capital Markets
- Credit Derivatives
- Investment Management
- Fixed Income Analysis
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