Brad Porter Email & Phone Number
Regional Vice President, New Client Development
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Brad Porter Location
- Denver, CO, US
Brad Porter Work
- Regional Vice President, New Client Development @ Wealth Enhancement (October 2026 - Present)
- Founder and CEO @ Formation Money (May 2026 - October 2026)
- Director of Growth @ (May 2024 - April 2026)
- Senior VP and Senior Wealth Advisor @ (January 2024 - April 2024)
- Senior Financial Advisor - Private Client Group - Client Success @ (February 2023 - January 2024)
- Senior Financial Advisor - Private Client Group - Client Success @ (July 2021 - February 2023)
- Senior Financial Advisor - Client Success @ (October 2020 - July 2021)
- Financial Advisor @ (January 2019 - September 2020)
- Investment Associate @ SALT Blockchain Asset Management (July 2018 - November 2018)
- Associate, Investor Relations @ SALT Blockchain Asset Management (March 2018 - July 2018)
- Financial Associate @ Crestone Capital, LLC (August 2016 - February 2018)
- Analyst @ (December 2014 - March 2016)
- Private Bank Summer Analyst @ (June 2014 - August 2014)
- Finance, Accounting and Land Administration Intern @ FourPoint Energy (Formally Cordillera Energy Partners) (May 2013 - August 2013)
Brad Porter Education
- University of Colorado Boulder - Leeds School of Business
Bachelor of Science (Business Administration; Finance)
Brad Porter Skills
- Accounting
- Analysis
- Artificial Intelligence (AI)
- Business Strategy
- Entrepreneurship
- Equity Compensation
- Estate Planning
- Finance
- Financial Modeling
- Financial Planning
- Financial Technology
- Investment Management
- Investments
- Leadership
- Microsoft Excel
- New Business Development
- Personal Finance
- Research
- Risk Management
- Start-ups
- Tax Planning
- Wealth Management
Brad Porter Summary
- Brad Porter, based in Denver, CO, US, is currently a Regional Vice President, New Client Development at Wealth Enhancement. Brad Porter brings experience from previous roles at Formation Money, Compound and Empower. Brad Porter holds a Bachelor of Science in Business Administration; Finance @ University of Colorado Boulder - Leeds School of Business. With a robust skill set that includes Accounting, Analysis, Artificial Intelligence (AI), Business Strategy, Entrepreneurship and more. Brad Porter has 3 emails and 4 mobile phone numbers on RocketReach.
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