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Brian leads Insurance engagements within SSA’s Financial Services practice. In this role, Brian leads teams as an engagement manager in focus areas such as organizational and operational model redesign, cost to serve and market profitability analysis, consolidation and relocation strategies, and portfolio optimization & resource allocation. Additionally, Brian serves as a thought leader and regularly publishes in industry publications on topics such as the changing insurance risk landscape, key operational challenges in the industry, and the evolution of analytics (e.g. GenAI) that will be critical for future growth.
Prior to joining SSA & Company, Brian was a Managing Consultant at IBM Global Business Services, where he led new solutions development for the Wealth Management & Financial Markets practice. He primarily focused in developing new solutions in the private wealth space with a particular emphasis on enhancing advisor productivity through integration of advanced analytics into advisor desktops and client reports.
Brian is a member of the Professional Development Committee and is a Junior Resource Development Lead. Outside of work, he is involved in Pro Bono consulting for PennPAC and is a board member for CityRocks Mentoring Program. He enjoys rock climbing, biking, as well as playing lawn and board games.
- Columbia Business School, Executive MBA in Machine Learning and Decision Systems, Corporate Finance, and Entrepreneurial Management
- Wharton School of the University of Pennsylvania, B.S. Economics