Alan Bradley Email & Phone Number

Financial Advisor @ Prudential Financial

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Alan Bradley Location

Daphne, AL, US

Alan Bradley Work

Financial Advisor @ (August 2021 - Present)
Financial Advisor @ (September 2019 - August 2021)
Associate Wealth Management Advisor @ (November 2015 - September 2019)
Private Client Group Relationship Manager @ (December 2012 - November 2015)
Licensed Assistant Branch Manager IV @ (July 2011 - December 2012)
Registered Personal Banker II @ (October 2005 - July 2011)

Alan Bradley Education

Strayer University
Bachelor's Degree
2008-2010
Gordon State College (official)
Associate's Degree
1999-2005

Alan Bradley Skills

Attention to Detail
Build Strong Relationships
CRPC
Certified Financial Planner
Client Account Management
Client Development
Client Relationship Building
Communication
Confidentiality
Consultations
Consultative Approach
Creative Problem Solving
Customer Retention
Customer Service Management
Economic Indicators
Estate and Retirement Planning Services
Finance
Finance and Investment
Financial Advice
Financial Analysis
Financial Concepts
Financial Planning
Financial Planning Software
Holistic Financial Planning
Income Strategy During Retirement Years
Income Tax
Individual Retirement Accounts (IRA)
Insurance
Insurance Analysis
Insurance Planning
Interpersonal Communication
Interpersonal Skills
Investment Advisory Services
Investment Analysis
Investment Policy
Investment Products
Investment Research
Investment Strategies
Investments
Job Skills
Managing Accounts (Accounting)
Microsoft Excel
Multitasking
Needs Analysis
Non-compete Agreements
Oral Communication
People Management
Performance Reviews
Phone Manner
Portfolio Management and Retirement Planning
Practice Management
Presentation Skills
Presentations
Problem Solving
Relationship Building
Relationship Management
Resource Coordination
Retirement Planning
Retirement Savings
Retirement and Investing Planning
Sales
Sales Management
Sales Presentations
Sales Processes
Sales and Marketing
Series 65
Series 7
Tax Planning
Tax Strategies
Teamwork
Technical Planning
Universal Life Insurance
Wealth Accumulation
Wealth Management Services
Sales Strategy
Market
Fixed Annuities
Prospects
Leases
Net
Tracker
Business Administration
Data Profiling
Organizational Structure
Management
Revenue
Coaching
Science
Profitable Growth
Calls
CRM
Commercial Lending
Investment Management
Leadership
Loan Servicing
Ethics
Workflow
Quarter
Sales Growth
Non Profit Administration
Georgia
Profit
Networking
Cross Selling
Crown
Business Services
Team Management
Fundraising
Reports
Financial Expertise
Sophisticated
Variable
New Business Development
Training
Disability Insurance
Wealth
Supply
Ratios
American
Capital
Loans
Analysis
Campaigns
Written
Client Relations Skills
Trust Services
Medical Sales
Consultative Selling
Presidents Club
Promotional
Stock Management
Persuasiveness
High Pressure Environment
Value Added
Coordination
Managerial Finance
Business Development
IV
Series 6
Strategic Planning
Operations
Set Priorities
Type 1 Diabetes
Marketing
Credit
Executive Leadership
Project Planning
Retail Banking
Annuity Sales
Accident
Responsibility
Targeted Advertising
Banking
Sales Consulting
Client Counseling
Branch Banking
Private Clients
Trust
Mortgage Lending
Financial Services
Wealth Management
Program Development
Budgets
Staff Development
Credit Analysis
Marketing Strategy
Delivery
Customer Base
Ford
Wells Fargo
Securities
Coordinate
Performance Management

Alan Bradley Summary

Alan Bradley, based in Daphne, AL, US, is currently a Financial Advisor at Prudential Financial. Alan Bradley brings experience from previous roles at Merrill Lynch Wealth Management, TIAA, PNC and SunTrust Bank. Alan Bradley holds a 2008 - 2010 Bachelor's Degree @ Strayer University. With a robust skill set that includes Attention to Detail, Build Strong Relationships, CRPC, Certified Financial Planner, Client Account Management and more. Alan Bradley has 2 emails and 4 mobile phone numbers on RocketReach.