Brendan K.

Brendan K.

Marketing and Management consulting

Followers of Brendan K.789 followers
location of Brendan K.San Francisco Bay Area

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  • Timeline

  • About me

    Growth & Middle Market Tech Banker | MUFG

  • Education

    • Queen Elizabeth's High School, UK

      2000 - 2008
      A- Levels
    • San Francisco State University

      2008 - 2012
      Bachelor of Science (BS) Business Administration and Management, General
  • Experience

    • San Francisco Golf Performance Center

      Sept 2008 - Sept 2012
      Marketing and Management consulting

      Discuss and make marketing strategies to develop the company as well as training with all of the technology to become a teacher.

    • Carillion

      Jun 2011 - Aug 2011
      Finance Administrator
    • ARCTIC (HK) Ltd.

      Apr 2013 - Nov 2013
      Marketing Assistant
    • HSBC Global Banking and Markets

      Mar 2014 - Feb 2018

      - Deputy team lead for the Multinationals team- Managing a portfolio of 70+ clients- Facilitating capital financing deals as large as USD 21 Billion - Managing various projects including streamlining department strategies- Working alongside RM's, Compliance, FCC- Ensure clients meet HKMA AML Guidelines and internal policies

      • Associate Client Manager

        Jul 2014 - Feb 2018
      • Documentations Support Officer

        Mar 2014 - Jul 2014
    • JPMorgan Chase & Co.

      Feb 2018 - Apr 2022

      Manage new business requests received from the Front Office and facilitate the KYC process end to endAct as an SME and Due Diligence expert to guide clients through the KYC requirements and variation of documents which may fulfil due diligence requirementsWork closely with the Front Office and potentially direct with clients as required, to obtain all necessary supporting evidence to complete KYCLiaise regularly with the business to conduct workload planning, review status of key onboardings and prioritize ongoing requestsFrequently interact with key stakeholders such as Legal, Compliance, Credit and Operations to develop strong partnerships, eliminate roadblocks and ensure continuity of information flow across the groupsKeep informed of any changes to processes and procedures, regulatory change and ensure open verbal dialogue with colleagues across the regionIdentify and execute process improvements, provide guidance and support on key process and technology initiatives to the business Show less

      • Commercial Banker

        Jan 2021 - Apr 2022
      • International Product Specialist

        Jun 2019 - Jan 2021
      • APAC Relationship Partner

        Feb 2018 - May 2019
    • Citi

      Apr 2022 - Mar 2024
      Vice President - Digital Venture Banking
    • The Olympic Club

      Dec 2022 - now
      Member
    • MUFG

      Mar 2024 - now
      Vice President - Tech Banking Relationship Manager
  • Licenses & Certifications

    • Securities Industry Essentials (SIE)

      FINRA
      Jul 2023
    • Series 79

      FINRA
      Jun 2024
    • Series 63

      FINRA
      Nov 2023