Brandt Whitcomb Conrad from Charlotte, NC, age 40

Brandt Conrad Phones & Addresses

Charlotte, NC
Cocoa Beach, FL
New York, NY
Philadelphia, PA
Penn Valley, PA
Conshohocken, PA
Chattanooga, TN

Work

Company:

Valley forge financial group - King of Prussia, PA
Aug 2013
Position:

Investment research analyst and trader

Education

School / High School:

UNIVERSITY OF TENNESSEE- Chattanooga, TN
2009
Specialities:

Bachelor of Science in Business Administration, major in Finance

Skills

Financial Modeling • Finance • Microsoft Excel • Investment Advisory • Customer Service • Life Insurance • Financial Reporting • Estate Planning • Research • Cash Flow Forecasting • Sales • Retirement Plan Consulting • Powerpoint • Individual Pension Plans • Document Review

Ranks

Certificate:

Series 7

Industries

Financial Services

Resumes

Financial Services Professional

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Location:

3504 Mountainbrook Rd, Charlotte, NC 28210

Industry:

Financial Services

Work:

Nylife Securities Llc
Financial Services Professional

Education:

The University of Tennessee at Chattanooga 2005 - 2009

Skills:

Financial Modeling
Finance
Microsoft Excel
Investment Advisory
Customer Service
Life Insurance
Financial Reporting
Estate Planning
Research
Cash Flow Forecasting
Sales
Retirement Plan Consulting
Powerpoint
Individual Pension Plans
Document Review

Certifications:

Series 7
Financial Industry Regulatory Authority (Finra)

Brandt Conrad New York, NY

view source

Work:

VALLEY FORGE FINANCIAL GROUP
King of Prussia, PA
Aug 2013 to Oct 2014
Investment Research Analyst and Trader CREATIVE FINANCIAL GROUP
Newtown Square, PA
Jun 2010 to Aug 2013
Financial Analyst CITIBANK
East Norriton, PA
Aug 2009 to Jun 2010
Customer Sales Representative EDWARD JONES FINANCIAL
Chattanooga, TN
Sep 2008 to May 2009
Assistant to Financial Advisor

Education:

UNIVERSITY OF TENNESSEE
Chattanooga, TN
2009
Bachelor of Science in Business Administration, major in Finance