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Brian Penny

Brian Penny

Managing Director - Operations and Shared Services

Followers of Brian Penny1000 followers
location of Brian PennyGreater Milwaukee

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  • Timeline

  • About me

    Wealth Management leader passionate about maximizing product reach, developing teams, improving processes and delivering results using extensive Business, Operations and Technology experience.

  • Education

    • Michigan Technological University

      -
      BS Management Information Systems

      Activities and Societies: 4 year letterman on NCAA Division II Football, Treasurer Kappa Delta Psi fraternity

  • Experience

    • BNP Paribas

      Mar 1996 - Mar 2007
      Managing Director - Operations and Shared Services

    • Lehman Brothers & Barclays Capital

      Apr 2007 - Dec 2008
      Senior Vice President Operations

    • Deutsche Bank

      Dec 2008 - Jul 2013
      Director- Head of Global Dodd Frank OTC Margin Operations / Client Service

    • Bank of America Merrill Lynch

      Jul 2013 - Dec 2014
      Director - Global Operations Management and Business Controls

    • Northwestern Mutual

      Feb 2015 - now

      • Assistant Director - Fee Based Planning

        Apr 2024 - now

      • Program Delivery Leader - Northwestern Mutual Wealth Management Company

        Jul 2021 - now

      • Engineering Leader - Finance and Risk Technology

        Oct 2017 - Jul 2021

      • Assistant Director : Client and Digital Experience

        Feb 2015 - Oct 2017

  • Licenses & Certifications

    • AWS Certified Cloud Practitioner

      Amazon Web Services (AWS)
      Jan 2021

    • SPC4

      Scaled Agile, Inc.

    • PMP

      PMI-Milwaukee/SE WI Chapter