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Brian Callen, CFA

Brian Callen, CFA

Summer Consultant

Followers of Brian Callen, CFA897 followers
location of Brian Callen, CFANew York, New York, United States

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  • Timeline

  • About me

    Managing Director, Research Analyst at Bank of America Securities

  • Education

    • The College of William and Mary - The Mason School of Business

      2002 - 2006
      Bachelor of Business Administration (BBA) Finance

      Activities and Societies: Pi Kappa Alpha, President's Aide, Men's Lacrosse captain, Beta Gamma Sigma, Omicron Delta Kappa Summa Cum Laude

  • Experience

    • Booz Allen Hamilton

      Jan 2004 - Jan 2004
      Summer Consultant

      Global Resilience PracticeHomeland security policy research related to information analysis and infrastructure protection (IA/IP).

    • Navigant

      Jan 2005 - Jan 2005
      Summer Associate

      Healthcare and Litigation & Investigations PracticeTraced fraudulent mortgage loans in a forensic accounting investigation. Analyzed cost records for a PBM settlement case.

    • JPMorgan

      Jan 2006 - Jan 2013
      Research Analyst

      J.P. Morgan Asset Management - US Equity CoreBuy-side research analyst covering consumer/retail sector. Responsible for generating long/short investment recommendations through bottoms-up fundamental company research coupled with industry and market analysis. Evaluate company financials, growth forecasts and real-time industry data to identify and exploit stock mispricing.

    • Credit Suisse

      Jan 2013 - Jan 2015
      Vice President

      Investment Grade/Crossover Credit Trading Desk - Consumer/Retail Sector Strategist

    • Bank of America Merrill Lynch

      Jun 2015 - now
      Managing Director

      Credit Research Analyst covering Retail & Consumer Staples sectors

  • Licenses & Certifications

    • Chartered Financial Analyst

      CFA Institute