Brian Wilhelms

Brian Wilhelms is a seasoned relationship manager in the financial services industry, currently serving as Senior Director of CRM at SS&C Technologies. They previously held positions at Citi, including Vice President of Client Executive, where they managed substantial client portfolios and contributed significantly to revenue growth. Brian's early career included roles at Citi Hedge Fund Services and as Director of Operations at Just Pies, Inc., showcasing a strong foundation in client relations and operational management. They earned their Bachelor's Degree in Finance, Business Pre-Law, and Real Estate from Ohio University.