Joshua I. Brier

Connecticut Wealth Management, Llc

West Hartford, CT, US
EMAILS
j•••••@ctwealthmgmt.com
MOBILE NUMBERS
+18•••••••33

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WORK HISTORY

Present

@Connecticut Wealth Management, Llc

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EDUCATION

N/A

Arizona State University

Bachelor of Science (B.S.), Political Science and Government

N/A

New England College of Business

Master of Business Administration - MBA

SKILLS

Customer AcquisitionConsumer LendingCustomer EngagementProcess ManagementBusiness Process DesignTrainingCredit CardsFinancial RiskCross SellingFinancial ServicesSales ManagementCreditCompetitive AnalysisCustomer ExperienceChange ManagementLoansProcess ImprovementCoachingIncentive ProgramsBusiness StrategyRisk AssessmentOperational ExcellenceLeadershipEnterprise Risk ManagementStrategic PlanningSmall Business LendingBusiness Process ImprovementCross-Functional Team LeadershipOperational Risk ManagementTeam BuildingManagementComplianceProject ManagementBankingRisk ManagementOperational RiskBusiness AnalysisRetail BankingOrganizational Structure

ABOUT JOSHUA I. BRIER

20 years of executive leadership experience in financial services/operational risk…

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