Brendan Feehan
Chicago,United States
Summary
Dynamic finance professional with a proven track record at Goldman Sachs Asset Management, leveraging Series 7 and 63 licenses to drive asset growth. Adept at fostering relationships and delivering impactful investment solutions across diverse markets.
Overview
6
6
years of professional experience
Work History
Associate - Regional Consultant
Goldman Sachs Asset Management
12.2023 - Current
- Partnered with Regional Directors (external wholesalers) to manage assigned territory, driving sales and growing assets through the execution of a defined territory strategy and sales process
- Acted a conduit between peers and various separately managed account stakeholders as Goldman’s SMA Liaison, advocating for the needs of colleagues, driving process improvements, and promoting fundraising across dozens of investment strategies (ongoing
- Aligned with external salesman across west coast to deliver strategic market intelligence, insights, and a full suite of investment products to help financial professionals best manage and navigate complex markets in partnership with Goldman Sachs Asset Management
- Effectively profiled advisors to understand their practice, clients, and investment process so that we could better serve their needs as well as strategically position Goldman Sachs products/services
- Conducted sales presentations to clients and prospects, highlighting the GSAM products and value proposition in order to raise capital in our investment strategies
- Raised assets in multiple different investment products including but not limited to mutual funds, ETFs, SMAs, alternatives, model portfolios, structured notes, and lending/custodial services
- Selected to be a conduit between peers and various Quantitative Investment Solutions as Goldman’s Quant Liaison, advocating for the needs of colleagues, driving process improvements, and promoting fundraising across dozens of investment strategies
- Selected to cover the high-profile SoCal/Arizona Large Market RIA territory covering RIAs with assets over $500M
Analyst - Regional Consultant
Goldman Sachs Asset Management
05.2021 - 12.2023
- Covered multiple different client firms such as RIA's, Wirehouses, and independent broker-dealers across Texas, California, Arizona, Vegas, and New Jersey, and Pennsylvania
- Analyzed market trends to support investment strategies and client recommendations.
- Conducted in-depth research on asset classes, generating insights for strategic investment decisions.
- Leveraged CRM and analytics tools to identify high-probability prospects, generating a consistent pipeline of warm leads for outbound sales efforts across the territory.
Senior Analyst
Nielsen
06.2019 - 05.2022
- Present fulfilling and constructive results to Fortune 500 companies, enabling them to make smarter decisions on how to optimize their marketing budget, ranging from $30-$175MM. ∙
- Lead team of 5 analysts across 12 brands, ensuring completion of each project with precision to detail. ∙
- Increase client’s incremental profits by double digits by identifying opportunities for growth and marketing solutions.
Data Analyst
Nielsen
06.2019 - 04.2021
- Generated summary reports to identify trends and opportunities to create marketing solutions for clients
- Reconstructed our Global processes to improve speed of solutions to clients, resulting in 25% reduction in project timeline, optimizing our clients route to market.
Education
Bachelor of Science - Marketing And Supply Chain Management
Miami University - Farmer School of Business
Oxford, Ohio, OH05-2019
Skills
- Series 7
- Series 63
- Securities Industry Essentials (SIE) Exam
Accomplishments
- 4x Regional Consultant of the Quarter
- Sapphire Award Winner -: Nielsen's highest accolade given to five associates globally for keeping customers' satisfaction at the forefront of every decision to create lasting relationships ensuring Nielsen's long-term growth.
Timeline
Associate - Regional Consultant
Goldman Sachs Asset Management
12.2023 - Current
Analyst - Regional Consultant
Goldman Sachs Asset Management
05.2021 - 12.2023
Senior Analyst
Nielsen
06.2019 - 05.2022
Data Analyst
Nielsen
06.2019 - 04.2021
Bachelor of Science - Marketing And Supply Chain Management
Miami University - Farmer School of Business