Brian Roy, CFA, is currently an Investment Vice President in Corporate Development at Prudential Financial, where they focus on financial forecasting, merger modeling, and regulatory capital analysis. They previously held significant roles at institutions such as Sandler O'Neill + Partners and Citi, advising on large M&A transactions and developing strategies for financial institutions. Brian graduated Summa Cum Laude from Boston College with a degree in Accounting and Finance and obtained an MBA from Columbia Business School. They are also a CFA Charterholder and hold several financial certifications.
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