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Brad Brubaker Location
Newtown Square, PA, US
Brad Brubaker Work
Independent Agent @ (December 2008 - Present)
Principal @ Edgmont Business Solutions (November 2008 - Present)
Principal @ Edgmont Wealth Management (November 2008 - April 2016)
Vice President - Senior Operations Manager @ (February 2006 - November 2008)
Vice President - Senior Operations Manager @ (January 2006 - January 2008)
Vice President - Senior Operations Mangager @ Pershing Managed Account Solutions Bank of New York Mellon (January 2006 - January 2008)
Vice President - Director of Operations @ Advisorport a PFPC Company (March 2000 - February 2006)
Supervisor Ii @ Arthur Andersen (January 1998 - March 2000)
Sales Financial Manager @ (January 1995 - January 1998)
Staff Ii @ (September 1993 - January 1995)
Brad Brubaker Education
Franklin & Marshall College
Bachelor of Arts (Accounting)
1989-1993
Brad Brubaker Skills
Accounting
Asset Management
Business Analysis
Business Process Improvement
Disability Insurance
Finance
Financial Analysis
Financial Services
Health Insurance
Insurance
Leadership
Life Insurance
Management
Portfolio Management
Process Improvement
Program Management
Risk Management
Sales
Small Business Accounting
Strategic Planning
Wealth Management
Brad Brubaker Summary
Brad Brubaker, based in Newtown Square, PA, US, is currently a Independent Agent at Independent Insurance Agency. Brad Brubaker brings experience from previous roles at Edgmont Business Solutions, Edgmont Wealth Management, Lockwood, Andrews & Newnam, Inc. and Bny Mellon | Pershing. Brad Brubaker holds a 1989 - 1993 Bachelor of Arts in Accounting @ Franklin & Marshall College. With a robust skill set that includes Accounting, Asset Management, Business Analysis, Business Process Improvement, Disability Insurance and more. Brad Brubaker has 2 emails and 1 mobile phone numbers on RocketReach.
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