Brian Michalik

Client Administration Manager at Loomis Sayles

Brian Michalik has a diverse and extensive work experience spanning over 17 years. Their most recent position was as a Client Administration Manager at Loomis, Sayles & Company, starting in January 2023.

Prior to that, Brian worked at LGIM America, starting in February 2022, where they held various roles including Senior Strategy Associate and Account Manager. In their role as a Senior Strategy Associate, they were responsible for managing client relationships, onboarding new clients, and preparing client reporting. Brian also supported Client Strategists and Relationship Managers in enhancing client relationships.

Before joining LGIM America, Brian worked at Aviva Investors as a Client Service Manager from June 2019 to December 2021.

Brian's previous experience includes positions at Legal & General Investment Management America as a Senior Operations Analyst and Operations Analyst, Willis Towers Watson as a Senior Investment Analyst, Northern Trust as an Investment Manager Relationship Representative, and Guaranteed Rate as a Client Service Consultant.

Brian began their career at Wirtz Beverage Group as an Account Service Representative and later worked at OfficeMax as a Sales Supervisor.

Throughout their career, Brian has demonstrated their ability to successfully manage client relationships, coordinate onboarding processes, and prepare client reporting while supporting colleagues in improving overall client satisfaction.

Brian Michalik obtained a Bachelor of Science (BS) degree in Finance from Lewis University, where they studied from 2005 to 2009.

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Timeline

  • Client Administration Manager

    January, 2023 - present