Brian Wing
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Brian Wing

Linkedin Profile
Independent Trustee at Vericimetry Advisors LLC | Dallas, Texas, United States
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About Brian Wing

  • Brian Wing serves as an Independent Trustee at Vericimetry Advisors LLC, where he leverages over 20 years of extensive experience in operational management and financial oversight to enhance the firm’s investment management services. His role involves guiding strategic initiatives that align with the firm’s mission...
    Brian Wing serves as an Independent Trustee at Vericimetry Advisors LLC, where he leverages over 20 years of extensive experience in operational management and financial oversight to enhance the firm’s investment management services. His role involves guiding strategic initiatives that align with the firm’s mission to provide tailored investment solutions for individual investors through independent financial advisors. Brian’s expertise in process improvement and change management is pivotal in optimizing operational efficiencies and ensuring that Vericimetry remains agile in a dynamic financial landscape. At Vericimetry, Brian is actively engaged in key projects that focus on risk management and strategic planning, helping to navigate the complexities of mergers and acquisitions within the investment sector. His thought leadership is evident in his ability to synthesize financial analysis with actionable strategies, enabling the firm to capitalize on growth opportunities while mitigating potential risks. Brian’s background in both public accounting and private industry, including his experience with sponsor-backed companies, equips him with a unique perspective on the challenges and opportunities facing investment firms today. Moreover, Brian’s commitment to fostering a culture of leadership and innovation at Vericimetry is reflected in his collaborative approach to team management. By mentoring emerging leaders and promoting a strategic mindset, he ensures that the firm not only meets its current objectives but is also well-positioned for future growth. As an Independent Trustee, Brian Wing exemplifies the intersection of operational excellence and strategic foresight, making significant contributions to the success of Vericimetry Advisors LLC and its clients.
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  • Brian Wing Work

    • Independent Trustee at Vericimetry Advisors LLC in January 2014 to Present
    • Owner and Managing Partner at Lawrence J Beardsley CPA, PLLC in May 2021 to Present
    • Fractional COO/CFO at Montgomery Capital Advisers, LLC in May 2019 to January 2022
  • Brian Wing Education

    • University of Southern California, Master of Business Taxation, January 1996 to January 1997
    • University of Southern California, Master of Business Administration (M.B.A.), January 1995 to January 1996
    • University of California, Los Angeles, Bachelor of Science (B.S.), January 1984 to January 1988
  • Brian Wing Skills

    • Process ImprovementChange ManagementRisk Management
      ManagementStrategic PlanningMergers & AcquisitionsLeadershipFinancial AnalysisStrategyProcess EngineeringTechnologyTeam BuildingFinanceFinancial ReportingAccountingBudgetsOperations ManagementManagerial FinanceAnalysisCRMCorporate FinanceDue DiligenceNegotiationBusiness PlanningForecastingInternal ControlsRestructuringTeam DevelopmentThought LeadershipBoard of DirectorsBudgetingBusiness Process ImprovementIntegrationExecutive ManagementBusiness StrategyBusiness AdministrationHuman Resources (HR)Business TransformationMicrosoft OfficePayrollCulture ChangeOrganizational CultureOperational ExcellenceFinancial ModelingAcquisition IntegrationMergers & Acquisitions (M&A)Merger & Acquisition CommunicationDebt & Equity FinancingExit StrategiesPrivate Equity

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  • About Brian Wing's Current Company

  • Frequently Asked Questions about Brian Wing

    • What is Brian Wing email address?
      Email Brian Wing at b***g@yahoo.com. This email is the most updated Brian Wing's email found in 2025.
    • How to contact Brian Wing?
      To contact Brian Wing send an email to b***g@yahoo.com.
    • What company does Brian Wing work for?
      Brian Wing works for Vericimetry Advisors LLC
    • What is Brian Wing's role at Vericimetry Advisors LLC?
      Brian Wing is Independent Trustee
    • What is Brian Wing's Phone Number?
      Brian Wing's phone (214) ***-*320
    • What industry does Brian Wing work in?
      Brian Wing works in the Executive Office industry.

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