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When:  Aug 19, 2021 from 09:00 to 10:00 (PT)
Community:   Golden Gate

When & Where


Aug 19, 09:00 - 10:00 (PT)


RSM financial services industry analysts, Nelly Montoya and Brandon Koeser, will share an update on the U.S. economy and highlight key trends, including emerging risks facing financial services organizations. Attendees will gain an understanding of where the U.S. economy is at coming out of the COVID-19 induced recession and how societal changes amplified by the pandemic should factor into planning and business practices.

Brandon Koeser
Senior Manager, Assurance Services
Senior Financial Services Industry Analyst

Brandon is a senior analyst in RSM’s cutting-edge Industry Eminence Program, positioning him to understand, forecast and communicate economic, business and technology trends shaping the industries RSM serves. Brandon advises clients on conditions influencing middle market leaders. Brandon’s focus is on the financial services industry.

In client service, Brandon has nearly 13 years of experience serving clients across the country by providing industry- specific insights and thought leadership that allows them stay at the forefront of the changes within their industry while also providing audit and risk advisory services, including financial statement audits, attest engagement services, operational risk assessments, and specialized compliance audits.

Brandon has worked with a variety of publicly and privately held clients in the financial services industry, including financial institutions and capital markets firms.

Nelly Montoya
Director, Management Consulting
Senior Financial Services Industry Analyst

Nelly is a director who specializes in providing organizational change management services to a wide range of companies and across various industries. As a change management professional, Nelly partners with sponsors and stakeholders, leveraging over nine years of experience working with national and international clients.

In 2020, Nelly was selected for RSM’s cutting-edge Industry Eminence Program, which positions its senior analysts to understand, forecast, and communicate economic, business, and technology trends shaping the industries RSM serves. Nelly’s focus within the Industry Eminence Program is financial services. 




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Contact Information

Ronald Lien

(415)655-5408 EXT 5