Brad Behrend

Experience

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  Bull's Eye Credit Union

  Jun 2008 - Jan 2012

  -Served as intern for both the Marketing and Human Resources Directors-Developed marketing campaigns, managed the credit union's social media presence, and analyzed competitors-Assisted branch managers with employee scheduling.-Created monthly newsletters for credit union members -Provided exemplary customer service as a teller to meet credit unions members' financial goals and needs. -Assisted the lending department with organizing lending documentation and filing procedures.

  • Management Intern

    May 2011 - Jan 2012

  • Member Service Representative

    Jun 2008 - Jan 2012
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  University of Wisconsin - Whitewater

  Sept 2009 - Dec 2011

  Business Manager Assistant

  -Reviewed medical coding on patient billing to ensure accuracy-Assisted in budget analysis for the facility-Managed the Massage Therapy program's billing and expense account.-Served as a budget analyst for the non-profit organization, Working for Whitewater's Wellness (W3) by managing the organization's cash flow and providing a biweekly budget report to the board of directors.

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  Walmart

  Jan 2012 - Dec 2012

  Assistant Store Manager

  -Responsible for managing the day to day operations of a $80 million gross sales supercenter in the challenging Metropolitan Milwaukee market.-Managed approximately 50 associates including 8 managers spanning two levels of management (zone supervisors and department managers). -Responsible for strategic planning, sales analysis, and meeting performance metrics such as inventory accuracy. -Managed human resource functions for my assigned areas such as scheduling, performance evaluations, compliance, and hiring. Show less

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  U.S. Bank

  Jun 2014 - Jul 2016

  -Direct and motivate branch team to exceed sales and revenue goals by integrating products and services with customers’ needs -Coordinate sales efforts with branch business partners including U.S. Bank Home Mortgage, Private Client Group, and Business Banking-Client management-Ensure compliance with all banking laws and regulations-Lead branch to provide exemplary customer service-Manage branch PnL-Actively participate in the community in order to market and promote U.S. Bank products and services.-Organize outbound small business calling efforts to expand business banking customer base-Complete international and domestic wire transfers Show less

  • Branch Manager, Officer

    Jul 2015 - Jul 2016

  • Leadership Development Program

    Jan 2013 - Aug 2015

  • Sales and Service Manager

    Jun 2014 - Jul 2015
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  Baird

  Aug 2016 - Jul 2022

  -Lead cross functional team to ensure data quality and integration across Baird platforms.-Create data reporting tools including reports, dashboards, and SQL queries for business leaders to utilize in decision making-Ensure data integrity and accuracy of security pricing valuations-Manage data reconciliation of trading and performance reporting platforms-Identify and develop opportunities for process improvement and automation-Baird Intern Program mentor-Baird Influence Leader project sponsor-Manage vendor relationships Show less -Served as team member of cross-functional agile team between Baird Operations and IT business units to drive Baird Online (client facing website and mobile app) road map-Created and implemented test scripts for quality assurance of website releases-Developed SQL queries and Power BI dashboards to provide reporting and firm KPI metrics to business unit leaders-Oversee third party data feeds, including successful launch of file format update and platform migrations-Manage vendor relationships to ensure successful project coordination-Analyzed vendor securities valuation data for quality assurance of firm's securities portfolio-Initiated RFP process to negotiate new contract for firm’s pricing vendor, which saved firm $300k+ over 3 years.-Nominated to participate in Baird’s ‘Influence Leader’ development program Show less

  • Data Reporting and Reconciliation Manager

    Jan 2020 - Jul 2022

  • Data Reporting and Reconciliation Analyst

    Dec 2018 - Jan 2020

  • Client Reporting Analyst

    Aug 2016 - Dec 2018
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  State of Wisconsin Investment Board

  Jul 2022 - now

  Data Analytics Manager

  -Lead team to drive strategic business roadmap and agency initiatives-Ensure successful completion of projects in a timely manner, while maintaining a high focus on standards and quality.-Proactively govern agency-wide security data to support real time, daily, monthly and quarterly data needs.-Effectively collaborate with Investment Management, Operations, and Technology resources both internal and external of SWIB to ensure business needs are proactively being met.-Partner with Technology Owners, Business Owners, and Operations to research and implement new middle and back-office solutions and identify the support needs of those solutions.-Partner with stakeholders to perform functional testing of enhancements/changes to systems to validate data quality.-Identify gaps in SWIB’s data architecture and design. Provide recommendations to address these gaps.-Lead, facilitate, and coordinate data solution design meetings.-Implement and lead data governance best practices across the agency.-Research new investment management technologies to help drive SWIB’s data capabilities forward and maintain a high degree of awareness of common industry-specific trends, products, vendors, and services. Show less