Brian Roe is an accomplished professional in investment software implementation and business analysis with extensive experience spanning over two decades. Currently serving as a Senior Consultant at Charles River Development since September 2021, Brian specializes in the implementation of investment management systems. Previous roles include significant positions at Glenmede, where responsibilities included leading as the Charles River IMS Subject Matter Expert and CRIMS compliance officer, and at Brandywine Global Investment Management, focusing on digital transformation and vendor process redesign. Brian has also held senior roles at Deutsche Asset and Wealth Management and Friess Associates, applying expertise in technology and operations to optimize trading and risk management systems. Brian's career began at Morgan Stanley Investment Management, overseeing equity trading operations. Brian holds a Bachelor of Science in Finance from Shippensburg University of Pennsylvania.
This person is not in any teams
This person is not in any offices