BRIAN BARRY

Experience

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  LPL Financial

  Dec 2007 - Feb 2010

  Commission Analyst

  Identified and reconciled discrepancies in commissions earned by financial advisors. Ensured adherence to Blue Sky laws. Fostered and maintained productive relationships with advisors and sponsor companies through understanding of respective positions, regular communication, and analysis of situation.

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  Ashford University

  Feb 2010 - May 2011

  Assisted college students with financial assistance and academic enrollment. Evaluated students’ needs and coordinated with various other departments to resolve concerns and help students achieve their academic goals. Provided excellent customer service by establishing and maintaining relationships with students throughout their college careers. Recruited prospective students and assisted them with application and financial aid process. Assisted with creation, distribution, and collection of student outreach paperwork. Ensured students successfully completed and submitted all documents in advance of deadline. Coordinated with various departments to resolve concerns arising from application process, and informed students of application status.

  • Student Services Coordinator

    Feb 2010 - May 2011

  • Enrollment Advisor

    Feb 2010 - Oct 2010
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  JPMorgan Chase & Co.

  May 2011 - Mar 2015

  Served as key member in private banking division of fiduciary, investment management, and brokerage team to new and existing high net-worth clientele. Collaborated with JPMorgan Private Client Advisors in formulating comprehensive financial and money management plans uniquely suited to each client’s goals and circumstances. Established and maintained strong relationships with affluent clients maintaining a $250,000+ balance to drive revenue growth. Maintained communication with potential clients to provide information concerning available account options and banking services contributing to increased business; promoted sales culture within branch, including cross-selling of bank products and services to existing clients. Show less Built a loyal client base by using a consultative sales approach and providing information concerning available account options within branch, including cross-selling of bank products and services. Collaborated with clients to assess individual financial situations and develop strategic financial planning solutions. Worked closely with business, investment, and mortgage partners to identify services/products that best suited clients’ needs and help them achieve financial goals. Offered friendly, informative advice that promoted Chase’s customer-oriented image while maximizing revenue and profitability. Show less

  • Private Client Banker

    Feb 2014 - Mar 2015

  • Relationship Banker

    Jan 2013 - Feb 2014

  • Personal Banker

    May 2011 - Dec 2012
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  TD Ameritrade Institutional

  Mar 2015 - May 2018

  Sr Product Specialist - iRebal

  Train RIAs and junior associates on use and implementation of iRebal, a highly customizable, rule-based rebalancing application that accounts for clients’ tax implications when showing possible trades. Employ market and securities knowledge to assist advisors in customizing iRebal’s trading rules and settings to achieve their specific firm needs and asset allocation strategy. Collaborate with project managers and developers to continually enhance trade management tool’s functionality.

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  Orion Advisor Tech

  May 2018 - Mar 2022

  Work with large RIA firms to guide them through the implementation of Eclipse, a multi-custodial rebalancing and trading platform. Customize the settings of the platform to optimize the trade logic based on the specific firm's needs and trading strategies. Coordinate their setup with the various custodians and ensure they are able to successfully send trades. Work closely with the programming team to identify any defects and coordinate the projects through to resolution. Collaborate and track any development needs that will make the platform more effective for advisors. Show less

  • Product Manager

    Jul 2020 - Mar 2022

  • Trading Product Specialist

    May 2018 - Jul 2020
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  SS&C Advent

  Mar 2022 - now

  Product Manager