Brian Bodner
Associate, Client Processing Team Lead at BNY Wealth | Greater Pittsburgh Region
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Brian D. Bodner is an accomplished Associate and Client Processing Team Lead at BNY Wealth, where he leverages his extensive nine-year background in the banking and finance industry to drive exceptional client service and operational efficiency. In his current role, Brian is pivotal in performing both routine and non-routine client service functions, which include researching trade affirmations, confirmations, and DTCC positions. His expertise in trade settlements and securities regulation allows him to navigate complex transactional support functions with ease, ensuring that both internal and external trade support is executed seamlessly.
Brian's analytical mindset and attention to detail enable him to identify potential issues before they escalate, advising organizational units to ensure timely service delivery and effective resolution of challenges. His commitment to fostering growth and development extends beyond his immediate responsibilities; he is known for his coaching abilities, helping team members enhance their skills in areas such as mutual funds, housing finance, and tax planning. This focus on relationship-building not only strengthens team dynamics but also enhances client satisfaction, as Brian consistently prioritizes the needs of clients while maintaining compliance with industry regulations.
Key projects under Brian's leadership have included initiatives aimed at streamlining the Security Movement and Control (SMAC) processes, which have resulted in improved accuracy and efficiency in trade executions. His dedication to continuous improvement and his results-driven approach position him as a leader in the industry, making significant contributions to BNY Wealth's reputation for excellence in client service.
Associate, Client Processing Team Lead at BNY Wealth in September 2024 to Present
Associate, Client Service Manager II at BNY in March 2023 to September 2024
Agency Compliance and Financial Services Associate at MassMutual Pittsburgh in September 2022 to January 2023
Career transition at Career Break in May 2022 to August 2022
Loan Closing Supervisor at NVR, Inc. in May 2018 to April 2022
Relationship Manager I - Private Client Group at PNC in January 2018 to April 2018
Licensed Relationship Banker at Citizens Bank in October 2016 to December 2017
Branch Sales and Service Representative II at PNC in January 2015 to September 2016
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Southern New Hampshire University, B.S.B.A., October 2026
The American College of Financial Services, “Know Yourself, October 2026
Campbell University, October 2026
Southern New Hampshire University, A.S., October 2026
Charleroi Area High School
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Team Leadership
Relationship Building
Client-focused
High-Net-Worth Individuals (HNWI)
Private Wealth Management
Personal Financial Planning
Personal Trust Administration
Financial Advisory
Behavioral Finance
SEI Trust 3000
Account Reconciliation
Estate Tax Planning
Portfolio Management
Trade Settlements
Fixed Income Trading
Mutual Funds
Trade Support
Equity Trading
Cross-functional Team Leadership
Trading
Trust Operations
Wills
Trust Taxation
Trust Services
Charitable Gift Planning
Student Loans
Debt Management
Housing Finance
Lending Solutions
Credit Risk Management
Accounting
Financial Planning Software
Financial Markets
Corporate Trust
Retirement Planning
Tax Planning
Financial Literacy
Budgeting
Investment Advisory Services
Modern Portfolio Theory
Investment Strategies
Multi-generational wealth transfer
Estate Planning
Fiduciary Services
Business Development
Wealth Management Services
Private Banking
Wealth Transfer
Team Building
Critical Thinking
Client Relations
Sales
Management
Communication
Attention to Detail
Product Knowledge
Securities Regulation
Capital Markets
Investments
Banking
Financial Analysis
Annuities
Insurance
Taxation
Advanced Accounting
Corporate Finance
Small Business Management
Real Estate
Marketing
Economics
Business Law
Customer Service
Client Services
Problem Solving
Financial Planning
Regulatory Compliance
Financial Services
Data Entry
Risk Management
Analytical Skills
Customer Relationship Management (CRM)
Electronic Funds Transfers
Wire Transfers
Microsoft PowerPoint
Microsoft Excel
Business Acumen
Coaching
Active Listening
Time Management
Value Selling
Exceed Sales Goals
Pipeline Management
Servant Leadership
Strategic Planning
Deadline Oriented
New Client Acquisitions
Sales Acumen
Sales Effectiveness
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Discover more about BNY WealthWhat is Brian D Bodner email address?
Email Brian D Bodner at [email protected] and [email protected]. This email is the most updated Brian D Bodner's email found in 2026.
How to contact Brian D Bodner?
To contact Brian D Bodner send an email to [email protected] or [email protected]. (updated on January 03, 2025)
What company does Brian Bodner work for?
Brian Bodner works for BNY Wealth
What is Brian Bodner's role at BNY Wealth?
Brian Bodner is Associate, Client Processing Team Lead
What is Brian Bodner's Phone Number?
Brian Bodner's phone (**) *** *** 356
What industry does Brian Bodner work in?
Brian Bodner works in the Investment Banking industry.
Brian Bodner Email Addresses
Brian Bodner Phone Numbers
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