Brian Soeldner
Principal at Confluence Advisory Group | Chicago, Illinois, United States
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Brian Soeldner serves as Principal at Confluence Advisory Group, where he leverages over 25 years of extensive financial and executive management experience to empower small and middle-market businesses. With a robust background as a former CEO and private equity investor, Brian has honed his expertise in navigating complex capital structures and executing strategic mergers and acquisitions (M&A). His leadership is characterized by a deep understanding of loan workouts and business strategy, enabling him to guide organizations through financial challenges while identifying growth opportunities.
At Confluence Advisory Group, Brian is actively involved in key projects that focus on enhancing operational efficiency and optimizing capital deployment for clients. His role extends beyond traditional consulting; he provides executive coaching and business coaching to help leaders refine their strategies and improve decision-making processes. Brian's veteran experience as a board member, including his tenure as chairman of a private bank, equips him with unique insights into governance and risk management, which he imparts to his clients.
Brian’s commitment to fostering sustainable growth is evident in his hands-on approach to advising businesses on their capital structure, ensuring they are well-positioned to adapt to market dynamics. His passion for mentoring emerging leaders and guiding organizations through transformative phases underscores his dedication to creating lasting value. At Confluence Advisory Group, Brian Soeldner continues to make a significant impact, helping businesses realize their full potential in an ever-evolving economic landscape.
Principal at Confluence Advisory Group in January 2020 to Present
Co-Founder at MS Home Services Group in April 2023 to Present
Chairman Of The Board at Fortis Private Bank in January 2015 to January 2020
Chief Executive Officer and Co-Founder at Fortis Private Bank in January 2007 to January 2019
Director at Merit Capital Partners in January 2001 to January 2007
Assistant Vice President at Bank of America in January 1997 to January 2000
Commercial Loan Officer at LaSalle Bank in January 1994 to January 1997
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Loan Workouts
Business Strategy
Executive Management
Capital
Executive Coaching
Business Coaching
Mergers & Acquisitions (M&A)
Capital Structure
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Discover more about Confluence Advisory GroupWhat is Brian Soeldner email address?
Email Brian Soeldner at [email protected]. This email is the most updated Brian Soeldner email found in 2026.
What is Brian Soeldner phone number?
Brian Soeldner phone number is +13034757192 and +13125951280.
How to contact Brian Soeldner?
To contact Brian Soeldner send an email to [email protected]. If you want to call Brian Soeldner try calling on +13034757192 and +13125951280. (updated on November 04, 2024)
What company does Brian Soeldner work for?
Brian Soeldner works for Confluence Advisory Group
What is Brian Soeldner's role at Confluence Advisory Group?
Brian Soeldner is Principal
What industry does Brian Soeldner work in?
Brian Soeldner works in the Business Consulting And Services industry.
Brian Soeldner Email Addresses
Brian Soeldner Phone Numbers
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