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    Brian Loeffler

    Charlotte, North Carolina

    Portfolio Admin

    Northern Trust

    Specialties

    Accounting

    Auditing & Compliance

    Banking, Loans & Insurance

    Corporate Finance

    Investments

    Risk & Quantitative Analysis

    Tax

    Where I've Worked

    Mar 2016 – Present

    Portfolio Admin

    Northern Trust
    D

    Jun 2010 – Jul 2014

    Investment Data Analyst / Operations

    Dimensional Fund Advisors

    Aug 2009 – Mar 2010

    Pension Investment Analyst / Operations

    Dana Corporation
    W

    May 2009 – Jul 2009

    Investment Strategist

    Wealth Investment Management firm
    O

    Jan 2004 – Apr 2009

    Investment Data Steward / Operations

    Ohio Public Employee Retirement System
    B

    Dec 1993 – Jan 2004

    BSG, Inc
    B

    Jan 1997 – Jan 2004

    Analyst

    BSG, Inc
    C

    Jan 1993 – Jan 1997

    Senior Investment Accountant

    CMBS, and MBS securities

    Jul 2014 – Mar 2016

    Sr Investment Analyst - Data Services and Operations

    TIAA-CREF
    Where I've Studied

    Ohio State Council of Business Presidents

    Ohio State's Business Living and Learning Center

    Ohio State Accounting Association

    MBA, Finance

    MBA

    University of Dayton

    BS, Accounting

    Ohio State University

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    Northern Trust
    Santa Barbara, CA and 5 other location(s)
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