United States

Brandon Koeser

Senior Manager, Financial Services Senior Analyst

Areas of focus: Financial Services

ABOUT BRANDON

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

Education

  • Bachelor of Accountancy, University of North Dakota
  • Bachelor of Business Administration, banking and financial economics, University of North Dakota

Recent Perspectives

Policy snapshot: Capital markets

INSIGHT ARTICLE

Policy snapshot: Capital markets

Biden’s victory will inevitably lead to changes at the top of key regulatory agencies, which will help him push his regulatory agenda.

Policy snapshot: Banking

INSIGHT ARTICLE

Policy snapshot: Banking

With Biden’s big-ticket items such as tax changes almost certainly off the table, the focus of banking will shift to regulation.

INSIGHT ARTICLE

2020 Election preview: Capital markets

With the election approaching, RSM is looking at the economic stakes and the key issues for capital markets.

2020 Election preview: Banking

INSIGHT ARTICLE

2020 Election preview: Banking

With the election approaching, RSM is looking at the economic stakes and the key issues for the banking industry.

Financial services industry outlook

INSIGHT ARTICLE

Financial services industry outlook

Lenders in specialty finance face a wave of delinquencies as the pandemic continues to take its toll. How can lenders blunt the impact?

An SOS for commercial real estate

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An SOS for commercial real estate

As the coronavirus pandemic continues to wreak havoc, real estate deals are at best being reworked and at worst falling apart altogether.

The clock is ticking on the end of Libor: Does your firm have a plan?

INSIGHT ARTICLE

The clock is ticking on the end of Libor: Does your firm have a plan?

What makes the shift from Libor challenging is how deep and interwoven it is in every corner of the financial services industry.

The digital transformation’s next frontier: Open banking

INSIGHT ARTICLE

The digital transformation’s next frontier: Open banking

Open banking is a regulatory framework that guides how financial institutions create, share and access consumer financial data.

How to become a qualified lender under the Paycheck Protection Program

ARTICLE

How to become a qualified lender under the Paycheck Protection Program

The $349 billion Paycheck Protection Program is meant to give relief to small businesses and encourage them to keep employees on payroll.

HOW CAN WE HELP YOU?

To discuss how our team can help your business, contact us by phone 800-274-3978.


CONTACT BRANDON

+1 612 376 9318
Brandon.Koeser@rsmus.com
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