Brad Burgunder Email & Phone Number
Client Relationship Manager, North America @ FundWorks
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Brad Burgunder Location
- Baltimore, MD, US
Brad Burgunder Work
- 2023 -now Client Relationship Manager, North America @
- 2023 -2023 Director, Solutions Sales @
- 2021 -2023 Sales @
- 2019 -2020 Head of Manager Relations (US) @
- 2017 -2019 Client Relationship Manager @
- 2017 -2017 Financial Advisor @
- 2011 -2016 Relationship Manager-Platforms @
- 2011 -2011 Regional Investment Consultant @
- 2008 -2011 Account Coordinator and Senior Account Coordinator-Third Party Distribution @
- 2007 -2008 Business Development Executive @
- 2005 -2007 Wholesaler Independent BDs @
- 2003 -2005 External Wholesaler @
- 1999 -2003 Internal Wholesaler @
- 1997 -1999 Marketing Manager @
Brad Burgunder Education
- The Johns Hopkins University - Carey Business School
MBA (Marketing)
2000 - Bucknell University
Bachelor of Arts (B.A.) (Organizational Behavior; Education)
- Bucknell University
Bachelor of Arts - BA (Education)
Brad Burgunder Skills
- Investments
- Relationship Management
- Financial Services
- Mutual Funds
- Asset Management
- Wealth Management
- Marketing
- Business Development
- Portfolio Management
- Equities
- Fixed Income
- Emerging Markets
- Municipal Bonds
- Separately Managed Accounts
- model delivery
- UCITS
- Series 7
- Banking
- Financial Advisory
- Strategy
- Investment Management
- Due Diligence
- Crm Salesforce
- Account Management
- Project Management
- Sales Management
- Public Speaking
- Insurance
- Research
- Sales
- Social Media
- Strategic Planning
- Capital Markets
- Key Client Relationships
Brad Burgunder Summary
- Brad Burgunder, based in Baltimore, MD, US, is currently a Client Relationship Manager, North America at Kurtosys. Brad Burgunder brings experience from previous roles at FLX Networks, Aapryl LLC and DOOR Ventures Inc.. Brad Burgunder holds a MBA in Marketing @ The Johns Hopkins University - Carey Business School. With a robust skill set that includes Investments, Relationship Management, Financial Services, Mutual Funds, Asset Management and more. Brad Burgunder has 2 emails and 1 mobile phone numbers on RocketReach.
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