Paul R. BrienPresident & CEO

Areas of Expertise

Business transformation
Restructuring and turnaround
Growth strategy
Six Sigma / Lean Process

  • B.B.A., Finance, Loyola University Chicago
  • Certificate, Executive Leadership, Cornell University
  • Certificate, Business & Financial Modeling Specialization, The Wharton School

As President and CEO, Paul has more than 25 years of progressively responsible experience in consumer and commercial lending having worked for companies such as Bank of Boston, Citicorp, GE Capital, and KeyBank. Among his significant previous positions, Paul served as Senior Vice President and Western Region Commercial Risk Manager for KeyBank, managing a $1.2B credit portfolio of commercial Automotive, Real Estate, RV, and Marine financing relationships. Prior to that role, Paul held varying management positions in areas such as Business Development, Operations, Audit, and Credit. Paul has years of Bank Compliance and Regulatory training and was the beneficiary of GE Capital’s “Corporate Management” and “Six Sigma” Quality training. Paul holds a Bachelor of Business Administration degree in Finance from Loyola University of Chicago and has completed post graduate work at Cornell University and Wharton.  Aside from his work, Paul has volunteered with Habitat for Humanity and served as President of the Board for Family Promise of OC and as an L.A. Alumni Leader for Loyola University of Chicago.

Areas of Specialty: Consulting, Insurance, Asset Divestiture, Tax Incentives, Information Technology/Telecomm, and Expert Witness


  • Every Company is a Technology Company

    Nearly all companies today are using technology in some fashion to support the operations of their business, internally and externally. Integration of systems and business processes has become crucial to executing business strategies, improving customer service levels, maintaining profitability, and even the fundamental ability to compete in the marketplace. What is the best way to

    July 17, 2019
  • Engaging “brick & mortar” store teams in a partnership to improve productivity

    There continues to be a lot of press regarding the rise of eCommerce as the future of retailing.  To be sure, its share of retail activity is increasing.  However, the truth remains that 90% of retail sales transactions still take place in physical store locations.  The stores are still the face of the retailer to

    July 15, 2019
  • What did you do with my data?

    Another disastrous year from the “custodians” of our information. The constant leaking of personal information from all business segments is now an everyday occurrence.  There’s so much proof that developers and technology providers are not taking the time and effort to adhere to security standards and compliance. Nothing is sacred – it’s time to harp

    October 29, 2018

contact details

30251 Golden Lantern, Ste. E-205, Laguna Niguel, CA 92677-5993

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