Brad Barrett Email & Phone Number
Managing Director and Partner @ One Capital Management, LLC
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Brad Barrett Location
- Westlake Village, CA, US
Brad Barrett Work
- 2011 -now Managing Director and Partner @
- 2011 -now Managing Director @
- 2007 -2011 Independent Financial Advisor @
- 2004 -2006 Operations Supervisor @ Washington Mutual Bank
Brad Barrett Education
- Arizona State University
Bachelor's degree (Financial Management Association (FMA))
2005-2009
Brad Barrett Skills
- Project Management
- Portfolio Management
- Strategic Planning
- Public Speaking
- Wealth Management
- Marketing
- Alternative Investments
- Estate Planning
- Financial Advisory
- Cash Management
- Banking
- Financial Planners
- Fixed Annuities
- Pensions
- Fixed Income
- Corporate Finance
- Insurance
- Retirement Planning
- Valuation
- Wealth Management Services
- Financial Modeling
- Investments
- Bloomberg
- Finance
- 401k
- Asset Allocation
- Investment Advisory
- Financial Services
- Equities
- Mutual Funds
- Underwriting
- Life Insurance
- Equity Research
- Strategic Financial Planning
- Investment Strategies
- Risk Management
- Asset Management
- Wealth Accumulation
- Long Term Care
- Financial Analysis
- Disability Insurance
- Wealth
- Small Business
- Due Diligence
- Term Life Insurance
- Health Insurance
- Retirement
- Mergers and Acquisitions
- Series 65
- Series 7
- Securities
- Hedge Funds
Brad Barrett Summary
- Brad Barrett, based in Westlake Village, CA, US, is currently a Managing Director and Partner at One Capital Management, LLC. Brad Barrett brings experience from previous roles at One Capital Management, LLC, Securities America, Inc. Member FINRA/SIPC and Washington Mutual Bank. Brad Barrett holds a 2005 - 2009 Bachelor's degree in Financial Management Association (FMA) @ Arizona State University. With a robust skill set that includes Project Management, Portfolio Management, Strategic Planning, Public Speaking, Wealth Management and more. Brad Barrett has 1 emails and 2 mobile phone numbers on RocketReach.
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