Activity
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Hey LinkedIn fam! Looking for your next gig? monday.com is hiring across multiple teams—Engineering, Design, Marketing, Analytics, Operations…
Hey LinkedIn fam! Looking for your next gig? monday.com is hiring across multiple teams—Engineering, Design, Marketing, Analytics, Operations…
Liked by Brian Lee
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Fun fact: monday.com is one of only 9 cloud companies that have IPO’d in the past 5 years that is above its closing stock price the day it IPO’d…
Fun fact: monday.com is one of only 9 cloud companies that have IPO’d in the past 5 years that is above its closing stock price the day it IPO’d…
Liked by Brian Lee
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Are you obsessed with financial modeling? Do you get unreasonably excited when you discover a new Excel function? Have you taken an SQL course on…
Are you obsessed with financial modeling? Do you get unreasonably excited when you discover a new Excel function? Have you taken an SQL course on…
Liked by Brian Lee
Experience & Education
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monday.com
View Brian’s full experience
See their title, tenure and more.
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Licenses & Certifications
Courses
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Analytics for Business Decisions
QM323
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Business, Society and Ethics
SM131
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Calculus for the Life and Social Sciences
MA121
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Corporate Financial Management
FE449
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Corporate Strategy: Formulation and Implementation
SI432
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Creating Value in the Global Economy
SM151
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Financial Management
FE323
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Financial Statement Analysis
AC414
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General Psychology
PS101
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Human Biology, Behavior, and Evolution
AN102
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Intermediate Accounting I
AC347
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Intermediate Accounting II
AC348
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International Business Environment
IM345
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Introduction to Computer Science
CS101
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Introduction to Finance
FE101
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Introduction to Financial Accounting
AC221
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Introduction to Information Systems
IS223
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Introduction to Law
LA245
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Introduction to Philosophy
PH100
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Introductory Macroeconomics
EC102
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Introductory Microeconomics
EC101
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Investment Analysis and Portfolio Management
FE445
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Managerial Accounting
AC222
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Marketing Management
MK323
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Modeling Business Decisions and Market Outcomes
QM222
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Money, Financial Markets, and Economic Activity
FE442
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Operations Management
OM323
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Principles of Income Taxation I
AC469
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Probabilistic and Statistical Decision-Making for Management
QM221
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Strategy for Technology-Based Firms
SI482
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Strategy, Innovation, and Global Competition
SI422
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The Dynamics of Leading Organizations
OB221
Projects
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Cross Functional Core
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Developed a new product, the Rain or Shine Chair, and integrated four functional courses (Operations, Marketing, Finance, Analytics) to create a 120-page business plan and an investment pitch presentation.
Other creators -
Honors & Awards
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Magna Cum Laude
Boston University Questrom School of Business
Top 15% of the graduating class
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Dean's List - Fall 2017
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Dean's List - Spring 2017
Boston University Questrom School of Business
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MarketWatch Trading Game Winner
BU Finance & Investment Club
Active trading strategies used - ER's, day trading, swing trading
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CORE Challenge Semifinalist
Boston University Questrom School of Business
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Dean's List - Fall 2016
Boston University Questrom School of Business
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Dean's List - Fall 2015
Boston University Questrom School of Business
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Dean's List - Fall 2014
Boston University Questrom School of Business
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Best Junior Analyst - Fall 2014
BU Finance & Investment Club
Organizations
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Personal Finance Club
VP of Internal Operations
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Capital Management Club
Junior Analyst
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Finance & Investment Club
Junior Analyst
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More activity by Brian
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I’m excited to share that I’ve joined Appian as Chief Financial Officer! From the first conversation, it was clear to me that Appian is building…
I’m excited to share that I’ve joined Appian as Chief Financial Officer! From the first conversation, it was clear to me that Appian is building…
Liked by Brian Lee
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Today I had the opportunity to deliver my very first Salesforce event session at Agentforce World Tour New York— and what an experience it was! I…
Today I had the opportunity to deliver my very first Salesforce event session at Agentforce World Tour New York— and what an experience it was! I…
Liked by Brian Lee
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monday.com announced another exceptional quarter, with robust revenue growth of 30% year-over-year, record quarterly operating profit, and our…
monday.com announced another exceptional quarter, with robust revenue growth of 30% year-over-year, record quarterly operating profit, and our…
Liked by Brian Lee
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After almost 4 years at Valley Bank and a bittersweet goodbye to our Partners, my amazing team, and management, I am excited to announce that I've…
After almost 4 years at Valley Bank and a bittersweet goodbye to our Partners, my amazing team, and management, I am excited to announce that I've…
Liked by Brian Lee
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What happens when a CFO sits down with a handful of team members - no agenda, no slides, just stories? Magic. A few months ago, I organized a…
What happens when a CFO sits down with a handful of team members - no agenda, no slides, just stories? Magic. A few months ago, I organized a…
Liked by Brian Lee
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Building your finance tech stack? Here’s a major mistake I see finance leaders make: It’s not overspending. It’s not picking the wrong vendor. It’s…
Building your finance tech stack? Here’s a major mistake I see finance leaders make: It’s not overspending. It’s not picking the wrong vendor. It’s…
Liked by Brian Lee
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I'm excited to share that I've been honored as one of the 72 recipients nominated for the Women's Bond Club Rising Star Class of 2025 representing…
I'm excited to share that I've been honored as one of the 72 recipients nominated for the Women's Bond Club Rising Star Class of 2025 representing…
Liked by Brian Lee
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