Brian is a Senior Director at SSA & Company and works primarily within the Financial Services and Private Equity practices. 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. 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. His primary areas of focus included business development & strategy surrounding client and advisor engagement models, integration of Watson capabilities into private wealth advisor platforms, and private wealth management client segmentation strategies. Brian holds a Bachelor of Sciences in Economics from The Wharton School at the University of Pennsylvania where he concentrated in Machine Learning and Decision Systems, Entrepreneurial Management, and Corporate Finance and is currently an MBA candidate at Columbia Business School.