Brad McIntyre Email & Phone Number
Financial Consultant @ Fidelity Investments
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Brad McIntyre Location
- Rockaway, NJ, US
Brad McIntyre Work
- 2021 -now Financial Consultant @
- 2015 -2020 Wealth Management Advisor @
- 2013 -2015 Wealth Management Advisor @
- 2010 -2013 Morgan Stanley Smith Barney @
- 2007 -2010 Financial Advisor @ Citi Personal Wealth Management
- 2005 -2007 Sales Assistant @ Citicorp Investment Services
- 2004 -2005 Account Manager @ American Legal Corporation
- 2002 -2004 Loan Officer @
- 2000 -2003 Customer Service Representative @ Nordstrom fsb
Brad McIntyre Education
- California State University, Long Beach
BA (Communications)
1999-2001 - California State University - East Bay
(Communication)
1995-1998
Brad McIntyre Skills
- Wealth Management
- Financial Services
- Multi Generational Planning
- Asset Allocation
- Retirement Planning
- Retirement Savings
- Risk Management
- 401k Rollovers
- Strategic Planning
- Relationship Management
Brad McIntyre Summary
- Brad McIntyre, based in Rockaway, NJ, US, is currently a Financial Consultant at Fidelity Investments. Brad McIntyre brings experience from previous roles at TIAA, Morgan Stanley Smith Barney and Citi Personal Wealth Management. Brad McIntyre holds a 1999 - 2001 BA in Communications @ California State University, Long Beach. With a robust skill set that includes Wealth Management, Financial Services, Multi Generational Planning, Asset Allocation, Retirement Planning and more. Brad McIntyre has 2 emails and 1 mobile phone numbers on RocketReach.
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