Brian Leeds

Brian Leeds is the Pre-Sales Team Lead at LemonEdge, a position they have held since February of 2015. Prior to that, they were a Business Analyst II with SEI from February 2015 to February 2022. In that role, they were responsible for analyzing clients' current accounting practices and implementing innovative solutions utilizing the Investran CRM platform. Brian also implemented inception to date fund data into Accounting platform and standardize a quarter end process, effectively streamlining all client specific pivotal accounting procedures. Brian has also been a financial representative with Northwestern Mutual and AXA Advisors, as well as Treasurer of the Muhlenberg Entrepreneurship Club.

Brian Leeds has a bachelor's degree in accounting and finance from Muhlenberg College. Brian also has a certification in strategic thinking from LinkedIn. In addition, they are certified in Anaplan model building at levels 1, 2, and 3.

They are on a team with Paul Bratch - Product & Sales Specialist, Prathamesh Pharande - Sales & Marketing Representative, and Kim Bryant - Pre-Sales Team Lead. Brian Leeds reports to Saqib Asem, Sales Director.