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 🎯

Creative Capital Solutions 

Business Loan Specialist

Jefferies

• Validate data in target system & provide signoffs
• Responsible for daily monitoring and research of global IB client contacts
• Meet data cleanup timeline to have data ready for acceptance testing
• Ensured accuracy of client data for firm-wide Salesforce CRM system
• Used S&P CapIQ as a reference in the research and opening of new company entities
• Practiced proper data governance and management to Jefferies defined standards and policies

Data Steward

IQVIA

• Maintain client database information & affiliation management
• Analyzed confidential data using OneKey/Harmonizer
• Support system integrations and mass data updates
• Work with client reference data following client rules & standards
• Performed the comparisons between data if there was a match or not
• Extensively used Excel for VLOOKUP’s and sorting information
• Responsible for data cleaning and information management

Argus Information and Advisory Services

• Analyzed large datasets using SQL and Excel to validate client reports
• Extracted data using SQL to create proper tables and pull specific data
• Performed detailed validation tests for data sets belonging to domestic & foreign markets  
• Solved data issues for client presentation and binder creation
• Collaborated with teammates in a project management style

Data Analyst 

Quorum Federal Credit Union

• Facilitated data & document exchange between Quorum and external partners on past due accounts
• Inspected mortgage lien status of 300 loans saving Quorum $12,000 in consultant fee ($40/file)
• Collected documents for external audits with regulators
• Archived 25 years of Note/Mortgages from the Document Custody Vault

Real Estate Analyst 

Entrepreneurial-driven with professional backgrounds in Data Analytics, Finance, and Sales.

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Brian Rella

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