Brian Rella

EverNext

You're talented, driven, and ambitious. You've worked hard to climb the ladder, and you’re grateful for what you have. But lately, it feels like you're stuck on a career dreadmill.

Whether you’re an aspiring executive feeling undervalued and unclear about your next steps or in the C-suite navigating high-pressure demands and critical career moves, your path forward doesn't have to feel overwhelming or uncertain.

Here's How I Can Help:

▶︎ Off the Dreadmill
My foundational program, "Off the Dreadmill," is designed specifically for aspiring executives committed to long-term career success. You'll gain access to a proven playbook—complete with actionable strategies, frameworks, and community support—that lays out a clear, intentional path toward meaningful career growth.

▶︎ Executive Career Coaching
For established leaders and C-suite executives, I offer highly personalized coaching that goes deeper, addressing strategic career growth, navigating transitions, and optimizing your performance at the highest levels. Using my proven frameworks and signature CASE method (Context, Assess, Strategize, Execute), you'll achieve measurable breakthroughs in your career trajectory and leadership impact.

This Isn’t Just About Your Career—It’s About Your Legacy.

When you perform at your highest level professionally, the benefits ripple through every area of your life. Improved career clarity and performance naturally lead to reduced stress, greater fulfillment, and deeper connections at home. While we lead with career excellence, the personal and family benefits inevitably follow.

What You Can Expect:

▶︎ Clear strategies for impactful career advancement.
▶︎ Personalized guidance for high-stakes transitions.
▶︎ Actionable tools for sustainable growth and peak performance.

Ready to step off the dreadmill and into meaningful, strategic career growth?

Let’s talk.

Book your strategy session here:

https://www.brianrella.me/

Founder / Head Coach

Wells Fargo

CIB Agile Transformation Coach

Partnering with executive leadership across the Wells Fargo Corporate and Investment Bank to transition all lines of business from Program Management to an Agile Operating Model.

Executive Director

Head of Business Execution Services for Electronic Trading. 

Serve as a trusted advisor and change management leader to the COO, Head of FICC, and Head of Equities. Lead planning and execution of strategic transformation initiatives across asset classes.

BGC Partners

Partnered with business and technology executive management to develop and lead strategic programs focused on revenue growth and operational efficiency. Measurables include customer satisfaction, productivity, stakeholder transparency, cost variance, and schedule variance.

•	Led 5 product teams to deliver a new D2C RFQ platform for Fixed Income. Year 1 revenue forecast of $1.2 million.
•	Led 3 product teams to redesign the Fixed Income API offering by consolidating 4 APIs. Collaborated with sales as an SME to establish a multi-quarter pipeline of 13 clients and $1.7 million in revenue.
•	Coached global integration team leads to overhaul onboarding processes resulting in a drastic reduction in client integration time, increased client satisfaction, and greater transparency across the company.

Director

Bloomberg LP

Revitalized the Bloomberg Tradebook offering for Futures, Options, and FI. Launched a new IaaS product.

•	Conceived and launched Tradebook Market Access Infrastructure as a Service (IaaS) offering. Generated $450,000+ in recurring annual revenue in the first 7 months of going to market.

Senior Product Manager

HSBC Global Banking and Markets

Led a cross-functional, cross-business team to deliver strategic digital transformation projects.

•	Executed portfolio of algorithmic trading and UX redesign projects for fixed-income trading resulting in improved Fixed Income industry ranking from #18 to #5. 
•	Conceptualized futures and options electronic trading platform strategy. Proposed and delivered a 2-year roadmap resulting in technical debt reduction of 8 trading systems to 3. Shrank run costs $1.7 million (14%) over 2 years.

Vice President

J.P. Morgan

Directed a global team of project managers and business analysts to create and execute global electronic trading programs for Futures and Options. 

•	Increased e-trading revenues by repurposing equities algorithmic trading and analytics engine for futures & options. Increased algorithmic trading volumes by 40% YOY (2011-2012).
•	Improved straight-through processing for Futures trade allocations 200% YOY

Reval

Professional services lead for Reval’s hedge accounting software.

Senior Consultant

UBS Investment Bank

Co-head of Futures and Options Client Solutions Team.

SAC Capital Advisors

Senior Trade Floor Support

CS Technology

Staff Consultant

Get off the DREADMILL and into a Career that inspires you | Executive Career Coaching | Career Development | Job Search Strategies

This isn’t just about your career. It’s about your legacy.

I help high‑achieving leaders excel in their careers and thrive at home through my Dual Impact Leadership system. 

Whether you’re an up‑and‑coming exec feeling undervalued and unsure of your next move or a C‑suite leader under relentless pressure, you don’t have to navigate complexity alone.

We start with pinpointing your highest‑impact actions at work. When your clarity and performance improve, the effects spill over into every area of your life. As you gain momentum professionally, you’ll notice the benefits ripple out, resulting in less stress, deeper fulfillment, and a more present, connected family life.

That’s the power of Dual Impact Leadership. Strategic growth at work that naturally elevates your life at home. 

What You Can Expect Working With Me:

▶︎ Clear strategies for impactful career advancement.
▶︎ Personalized guidance for high-stakes transitions.
▶︎ Actionable tools for sustainable growth and peak performance.

Ready to step off the dreadmill and into meaningful, strategic career growth?

Let’s talk.

Book your strategy session here:

https://www.brianrella.me/

CEO and Head Coach

Career coach and job search strategist helping executives get the career they want 🎯

Mercantile Bank

VP Secondary Market & Portfolio Management

Blue Loans Secondary Services

•	Joined to offer strategic guidance and support operational needs for a startup hedge advisory in the mortgage industry.

•	Tasked with aiding clients in establishing key investor relationships, utilizing extensive industry knowledge and experience.

•	Leveraging proprietary mortgage hedging software to optimize financial strategies and secure favorable outcomes.

•	Actively contributing to the realization of the company’s mission and goals in a fast-paced and evolving environment.

SVP Strategy & Operations

Bear Creek Advisory

•	Founder and Principal Consultant at Bear Creek Consulting: Established and direct a consulting firm specializing in the mortgage industry, demonstrating entrepreneurial leadership and strategic expertise.
•	Strategic Auditing and Consulting: Conducted in-depth audits for community banks, assessing secondary marketing activities against industry benchmarks and providing actionable recommendations for improvement.
•	Operational Enhancement Expertise: Identified key opportunities for operational improvements, enhancing efficiency and compliance in client organizations.
•	Industry-Leading Insights: Leveraged extensive experience in capital markets to deliver high-impact advice, driving client success in the dynamic mortgage sector.

Principal Consultant

Atlantic Coast Mortgage, LLC

As the SVP of Capital Markets at Atlantic Coast Mortgage, I led a dynamic team handling $4 billion in annual production, demonstrating strong leadership and strategic thinking. I played an instrumental role in building a capital markets department from the ground up and implementing best-execution models, resulting in a 333% increase in production.

In collaboration with Fannie Mae, I pioneered a loan sale framework that yielded over $400K in annual savings. I was instrumental in establishing and nurturing relationships with over 25 agency and portfolio investors, including Fannie Mae and Freddie Mac. My role involved successfully navigating an ever-evolving regulatory landscape and adapting to market conditions, providing a competitive edge to the company.

I prioritized cultivating a positive and motivating workplace culture, and I was dedicated to employee development, coaching my team to inspire loyalty and peak performance. A significant accomplishment during my tenure was leading the transition to a servicing retention model, which involved a comprehensive review of MSR assumptions and a thorough audit of the retain/release best-execution model.
My extensive experience in hedging and securitization, along with the ability to maintain productive relationships with various stakeholders, enabled me to contribute significantly to the success of Atlantic Coast Mortgage.

SVP Head of Capital Markets

Lake Michigan Credit Union

As the Vice President of Secondary Marketing, I played a pivotal role in shaping and implementing the credit union's mortgage sales and financial strategies. Key responsibilities included:

•	Overseeing the growth of the Secondary Marketing team from a single individual to a robust group of six employees, demonstrating strong leadership and team-building skills.

•	Managing retail and correspondent production totaling $4 billion, showcasing a high level of financial oversight and strategic planning.

•	Implementing tailored hedging and securitization strategies for Fannie Mae, Freddie Mac, and Ginnie Mae loans. This required a deep understanding of industry-specific software and models, as well as a keen eye for optimization.

•	Serving as a member of the Asset and Liability Committee and mortgage executive management teams, effectively communicating daily Secondary Marketing activities to all levels of the organization and contributing to strategic decision-making.

•	Designing and developing portfolio products to target specific market segments in alignment with company goals. This led to an increased market share, demonstrating innovative thinking and market acumen.

Overall, this role demanded a blend of strategic thinking, team leadership, financial management, and resilience.

Vice President of Secondary Marketing

Secondary Marketing Manager

Managed and sold real estate owned by Lake Michigan Credit Union.

Real Estate Owned Specialist

Agency Reporting Specialist

Drake & Co

Home Builder

As a forward-thinking Capital Markets Executive with over a decade of experience in the mortgage industry, I specialize in maximizing profitability and liquidity through innovative strategies in trading, pricing, and hedging. My expertise is further enhanced by a deep proficiency in Microsoft Excel and financial modeling, essential tools in today's data-driven business landscape.

At the helm of departments within Atlantic Coast Mortgage and Lake Michigan Credit Union, I successfully steered operations to achieve $4 billion in annual production. My innovative collaboration with Fannie Mae led to the development of cost-effective frameworks, saving upwards of $400,000 annually in loan fees, and I have nurtured more than 25 significant agency and portfolio investor relationships.

In 2023, I established Bear Creek Consulting, offering strategic consultancy in secondary marketing and operational efficiency. This role, combined with my project-based work on [Upwork.com](http://upwork.com/), has honed my skills in delivering tailored, impactful solutions in a variety of financial contexts.

In my previous roles I have leveraged my comprehensive experience and leadership abilities to drive growth and success. I am passionate about building high-value relationships and fostering a collaborative, innovative team culture, aiming to propel a mortgage organization to new heights in the dynamic financial industry.

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