SVP, Senior Wealth Advisor @ (January 2020 - June 2022)
Private Wealth Advisor @ (January 2014 - January 2019)
Financial Advisor @ (January 2013 - January 2014)
Financial Advisor @ (January 2005 - January 2013)
Director of Sales @ (January 1999 - January 2005)
Senior Financial Analyst @ (January 1995 - January 1999)
Brad Mayer Education
Baylor University - Hankamer School of Business
BBA (Finance)
Indiana University - Kelley School of Business
MBA (Finance)
Brad Mayer Skills
401k
Asset Allocation
Banking
Business Development
Business Strategy
Client Relations
Client Services
Family Wealth Management
Finance
Financial Advisory
Financial Analysis
Financial Planning
Financial Services
Insurance
Investments
Leadership
Management
Marketing
Marketing Strategy
Negotiation
New Business Development
Portfolio Management
Presentation
Presentation Skills
Relationship Development
Retirement Planning
Sales
Sales Management
Sales Strategy
Sports Marketing
Strategic Planning
Strategy
Wealth Management
Wealth Management Services
Wealth Preservation Planning
Brad Mayer Summary
Brad Mayer, based in Austin, TX, US, is currently a Executive Director, Private Client Advisor at Texas Capital. Brad Mayer brings experience from previous roles at Comerica Bank, BMO Wealth Management - U.S. and Wells Fargo Advisors. Brad Mayer holds a BBA in Finance @ Baylor University - Hankamer School of Business. With a robust skill set that includes 401k, Asset Allocation, Banking, Business Development, Business Strategy and more. Brad Mayer has 2 emails and 1 mobile phone numbers on RocketReach.
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