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Brad Altman Location
Dallas, TX, US
Brad Altman Work
Vice President - Retirement Services @ (July 2014 - Present)
Retirement Services District Manager @ (September 2010 - June 2014)
Regional Vice President @ (July 2006 - March 2010)
Micro-finance Intern @ Foundation For Sustainable Development (March 2006 - June 2006)
Brad Altman Education
University of Wisconsin-Madison
Bachelor of Business Administration (BBA) (Finance, Investments, & Banking)
2001-2005
Agoura High School 1997-2001
Brad Altman Skills
Series 63
Series 7
ADP Payroll
Investments
Cold Calling
401k
Salesforce.com
Benefits
Platform
Retirement Benefits
Brad Altman Summary
Brad Altman, based in Dallas, TX, US, is currently a Vice President - Retirement Services at Marsh & McLennan Agency - Southwest. Brad Altman brings experience from previous roles at ADP, Grubb & Ellis|BRE Commercial and Foundation For Sustainable Development. Brad Altman holds a 2001 - 2005 Bachelor of Business Administration (BBA) in Finance, Investments, & Banking @ University of Wisconsin-Madison. With a robust skill set that includes Series 63, Series 7, ADP Payroll, Investments, Cold Calling and more. Brad Altman has 3 emails and 2 mobile phone numbers on RocketReach.
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