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Brad Burgunder Location
Baltimore, MD, US
Brad Burgunder Work
Client Relationship Manager, North America @ (October 2023 - Present)
Director, Solutions Sales @ (February 2023 - June 2023)
Sales @ (January 2021 - February 2023)
Head of Manager Relations (US) @ (December 2019 - September 2020)
Client Relationship Manager @ (July 2017 - December 2019)
Financial Advisor @ (April 2017 - August 2017)
Relationship Manager-Platforms @ (August 2011 - May 2016)
Regional Investment Consultant @ (April 2011 - August 2011)
Account Coordinator and Senior Account Coordinator-Third Party Distribution @ (November 2008 - April 2011)
Business Development Executive @ (April 2007 - September 2008)
Wholesaler Independent BDs @ (December 2005 - March 2007)
External Wholesaler @ (July 2003 - December 2005)
Internal Wholesaler @ (July 1999 - July 2003)
Marketing Manager @ (July 1997 - July 1999)
Brad Burgunder Education
The Johns Hopkins University - Carey Business School
MBA (Marketing)
2000
Bucknell University
Bachelor of Arts - BA (Education)
Bucknell University
Bachelor of Arts (B.A.) (Organizational Behavior; 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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