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Brock Steger

@brocksteger

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Finance professional with expertise in loan processing, capital markets and investment analysis.

United States

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What I'm looking for

I am looking for a role that offers growth opportunities in finance, where I can leverage my analytical skills and contribute to a team environment.

I am a dedicated finance professional with a strong background in investment analysis and portfolio management. With an MBA emphasizing finance from the University of Minnesota, I have honed my skills in evaluating investment products and synthesizing complex data into actionable insights. My experience at Wells Fargo has equipped me with the ability to analyze ESG-focused investment products and create comprehensive reports for risk committees.

Throughout my career, I have demonstrated a commitment to excellence and a proactive approach to problem-solving. My roles have included Capital Markets Analyst and Commercial Credit Analyst, where I successfully identified discrepancies and implemented solutions that enhanced operational efficiency. I pride myself on my attention to detail and my ability to communicate effectively with various stakeholders, ensuring that all parties are informed and aligned.

As a CFA Level III candidate, I am continually seeking to expand my knowledge and skills in finance. I am passionate about leveraging my analytical abilities to contribute to a dynamic team focused on investment and portfolio management. I believe in the power of collaboration and am eager to bring my expertise to a forward-thinking organization.

Experience

Work history, roles, and key accomplishments

Current

Investment Control Consultant

Current

Wells Fargo Wealth and Investment Management

Jan 2020 - Jun 2024 (4 years 5 months)

Evaluated investment products to determine performance drivers and manager competency. Conducted monthly analyses of ESG-focused investment products and synthesized findings into reports for portfolio managers. Created monthly reports and PowerPoint decks for the Risk Committee, while also identifying opportunities for process improvements.

Investment Analysis ESG Reporting Financial Reporting PowerPoint Process Improvement Risk Management Performance Management Portfolio Management

AAU Boys Basketball Coach

Charlotte Jets

Mar 2016 - Jun 2024 (8 years 3 months)

Instructed young athletes on skill development, fundamentals, and game strategy. Focused on fostering teamwork and personal growth among players aged 13-16.

Coaching Team Leadership Communication Strategy Mentorship Youth Development Sports Management

Capital Markets Analyst

Wells Fargo Securities

Apr 2017 - Jan 2020 (2 years 9 months)

Resolved discrepancies through effective communication with trading, sales, finance, and settlements. Assisted the trading desk in managing risk and exposure, monitored daily reconciliations, and calculated daily PnL for various trading desks.

Risk Management Financial Analysis Communication Market Analysis

Mortgage Loan Processor

Wells Fargo Home Mortgage

Jul 2014 - Apr 2017 (2 years 9 months)

Maintained communication with borrowers and third parties to verify information for mortgage processing. Reviewed credit reports to assess creditworthiness and collaborated with underwriters to meet mortgage loan standards.

Communication Underwriting Documentation Customer Service

Sales and Marketing Associate

Water Doctors Water Treatment Co.

Sep 2012 - Apr 2014 (1 year 7 months)

Designed marketing materials for print and email campaigns. Developed and pitched marketing plans to management to enhance sales leads and improve overall marketing strategies.

Marketing Strategy Graphic Design Campaign Management Communication Creative Thinking Email Marketing Print Ads

Education

Degrees, certifications, and relevant coursework

University of Minnesota

Master of Business Administration, Finance

2015 - 2017

Completed a Master of Business Administration with an emphasis in Finance, focusing on advanced financial management, investment strategies, and corporate finance principles.

University of Wisconsin-La Crosse

Bachelor of Science, Sport Management

2007 - 2011

Earned a Bachelor of Science in Sport Management, gaining knowledge in sports marketing, management principles, and the business aspects of sports organizations.