Brian Koepsel, CFA

Brian Koepsel, CFA has extensive experience in finance and investment analysis. Brian is currently the Senior Vice President of Finance at PairSoft since February 2023. Prior to this role, they worked at Tango Analytics as the Vice President of Finance from July 2020 to February 2023 and as the Director of Financial Planning and Analysis from February 2016 to July 2020. During their time at Tango Analytics, they successfully managed reporting to the Board of Directors and private equity investors, created presentations, and reported financial results and KPIs. Brian also completed various ad-hoc projects, including modeling capital structure scenarios and analyzing potential acquisition opportunities.

Brian also had experience as an Associate at Excelsior Capital Partners, LLC from April 2014 to May 2015. Before that, they worked as an Investment Analyst at Northwestern Mutual Capital from July 2011 to March 2014, where they evaluated investment opportunities for the company's private investment portfolio.

Brian began their career as a Financial Management Program Intern at General Electric - Energy in June 2010, where they completed financial planning and analysis work. Brian also created monthly reporting packets for senior management to analyze industry performance.

Brian's early experience includes an internship as a Research Analyst at Sabal Trust Company, where they analyzed stock holdings and investigated presidential tax platforms and their effect on investment strategies.

Brian Koepsel, CFA received their Bachelor of Business Administration (BBA) degree in Finance, General from the University of Notre Dame in 2011. Brian also studied Finance at the University of Notre Dame - Mendoza College of Business during the same period. Brian has additionally obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute, although the specific month and year of attainment are not provided.