Brad Bruna Email & Phone Number
Chief Operating Officer @ GradePoint Financial / 15 Wealth
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Brad Bruna Location
- Houston, TX, US
Brad Bruna Work
- 2023 -now Chief Operating Officer @
- 2022 -now Director of Business Development @
- 2019 -2022 VP, Business Systems and Administration @
- 2015 -2019 VP, Financial Planning and Transactional Analysis @
- 2010 -2019 Director, Financial Planning @
- 2004 -2010 Manager, Financial Planning @
Brad Bruna Education
- Midwestern State University
Bachelor of Business Administration - BBA (Finance, General)
1996-2000
Brad Bruna Skills
- Cross-functional Team Leadership
- Project Planning
- Project Management
- Series 24
- Business Requirements
- Customer Experience
- Holistic Financial Planning
- Wealth Management Services
- Financial Planning
- Leadership
- Management
- Strategy
- Analytical Skills
- Problem Solving
- Team Leadership
- Strategic Planning
- Business Strategy
- Business Process Improvement
- Business Technology
- Financial Services
- Personal Financial Planning
- Business Process Outsourcing (BPO)
- Business Transformation
Brad Bruna Summary
- Brad Bruna, based in Houston, TX, US, is currently a Chief Operating Officer at 15 Wealth. Brad Bruna brings experience from previous roles at TS Financial Group, LLC and AIG Retirement Services. Brad Bruna holds a 1996 - 2000 Bachelor of Business Administration - BBA in Finance, General @ Midwestern State University. With a robust skill set that includes Cross-functional Team Leadership, Project Planning, Project Management, Series 24, Business Requirements and more. Brad Bruna has 1 emails and 1 mobile phone numbers on RocketReach.
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