Mark Balcom
Principal, Head of Investor Services Strategy and Finance at Brown Brother Harriman
- Role
- Principal, Head of Strategy and Finance at Brown Brothers Harriman
- Location
- Sudbury, MA, US
- LinkedIn followers
- 500 followers
About Mark Balcom
Finance Services executive offering over 25 years of experience building, leading and advising business leaders though the formulation, communication and execution of business decisions and strategies. Excellent leader with a track record of documented contributions leading to improved financial performance, strategic decisions and investment returns.
Experience
Principal, Head of Strategy and Finance
Jan 2017 — Present · Boston, MA, US
Operating at a strategic level across the Investor Services business; responsibilities include business strategy, investment prioritization, pricing strategy, workforce models, business plan oversight, financial targets, capital utilization as well as evaluating the impact of regulatory change, industry trends and competitive intelligence — all with the goal contributing to the long-term growth, differentiation, development and profitability of the Investor Services business
Education
The Rivers School
High School
University of Hartford
MS
Babson College
BS
Skills
- Securities
- Strategy
- Mutual Funds
- Risk Management
- Team Management
- Build Strong Relationships with Self Awareness & Low Ego Approach
- Internal Controls
- Financial Modeling
- Foreign Exchange
- Fixed Income
- Securities Lending
- Financial Planning
- Leaning Towards Digitising Offline Processes
- Business Development
- Strategic Planning
- Accounting
- Financial Analysis
- Leadership
- Finance
- Financial Services
- Marketing Strategy
- Collaborative Mindset Supported by Shared Decision Making Approach
- Entertainment
- Management
- Business Strategy
- Fund Administration
- Investments
- Equities
- Film
- Business Planning
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