Senior Manager, Financial Services Senior Analyst
Areas of focus: Financial Services
In May 2019, Brandon was selected as a senior analyst in RSM’s cutting-edge Industry Eminence Program, which positions its senior analysts to understand, forecast and communicate economic, business and technology trends shaping the industries RSM serves. These senior analysts advise clients on conditions influencing middle market leaders. Brandon’s focus is on the financial services industry.
Summary of experience
Brandon has more than 11 years of experience serving clients across the country by providing industry- specific insights and thought leadership that allows them stay at the forefront of the changes within their industry while also providing audit and risk advisory services, including financial statement audits, attest engagement services, operational risk assessments, and specialized compliance audits.
Brandon has worked with a variety of publicly and privately held clients in the financial services industry, including brokerage and trading firms, private equity, venture capital and SBIC funds, hedge funds and financial institutions. Brandon’s primary focus is on delivering timely, relevant information to his clients while also providing high-quality service on complex audit, accounting and operational matters by leading and directing engagements. This industry-specific focus has allowed Brandon to bring his clients valuable insights relevant to their business, which also allows him to work with them in an effective and efficient manner.
Professional Affiliations and Credentials
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants
- Minnesota Society of Certified Public Accountants
- North Dakota Society of Certified Public Accountants
- Bachelor of Accountancy, University of North Dakota
- Bachelor of Business Administration, banking and financial economics, University of North Dakota
The report explores six different sectors of the financial services industry and what to expect in the new year.
A look at the changing regulatory landscape for the financial services industry under the Biden administration.
Biden’s victory will inevitably lead to changes at the top of key regulatory agencies, which will help him push his regulatory agenda.
With Biden’s big-ticket items such as tax changes almost certainly off the table, the focus of banking will shift to regulation.
With the election approaching, RSM is looking at the economic stakes and the key issues for capital markets.
With the election approaching, RSM is looking at the economic stakes and the key issues for the banking industry.
As the coronavirus pandemic continues to wreak havoc, real estate deals are at best being reworked and at worst falling apart altogether.
What makes the shift from Libor challenging is how deep and interwoven it is in every corner of the financial services industry.
Open banking is a regulatory framework that guides how financial institutions create, share and access consumer financial data.
The $349 billion Paycheck Protection Program is meant to give relief to small businesses and encourage them to keep employees on payroll.