Brian Nee, MBA

Brian Nee, MBA has over 15 years of experience in the financial industry. Brian is currently the Chief Financial Officer at Coleridge Initiative, a position they have held since 2022. Prior to this role, Nee was with Prudential Financial from 2006 to 2022, where they held various roles, including Vice President, Group Insurance Finance, Vice President and CFO, PGIM Investments and PGIM Global Partners, Vice President Treasury, and Vice President, Distribution Finance. In their roles, Nee was responsible for leading the Finance function for businesses with over $200 billion in assets under management, developing the company-wide capital plan and implementing capital and liquidity solutions, and leading the long range planning and quarterly forecasting processes. Brian also led the RFP process to select a strategic partner to provide operations and technology services in support of the Group Insurance new operating model, and developed financial models to support the design of producer and field management compensation plans and various business initiatives.

Brian Nee has a Master of Business Administration (MBA) from Monmouth University in Finance and a Bachelor of Science (BS) from Mount St. Mary's University in Finance. Brian also has several certifications from LinkedIn, including QuickBooks Online Essential Training (2022), Excel Business Intelligence: Power Pivot and DAX (2021), Excel Business Intelligence: Data Modeling 101 (2021), Excel Business Intelligence: Power Query (2021), Managing and Analyzing Data in Excel (Office 365/Excel 2019) (2021), Financial Modeling Foundations (2021), Lead Like a Boss (2021), Tableau Essential Training (2020.1) (2021), and Project Leadership (2021).