Brad Walker Location
- New York, NY, US
Brad Walker Work
- 2025 - now President @
- 2021 - 2025 Chief Client and Product Development Officer @
- 2012 - 2022 Senior Managing Director @
- 2024 - now Member @
- 2010 - 2012 Vice President @
- 2005 - 2010 Financial Advisor @
- 2004 - 2005 Equity Trader @ Carlin Equities - Generic Trading of Philadelphia
Brad Walker Education
- null
Bachelor Of Science In Business Administration (Marketing, Finance)
2000 - 2004
Brad Walker Skills
- Series 7
- Securities
- FINRA
- Due Diligence
- Wealth Management
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Bloomberg
- Capital Markets
- Commodity
- Corporate Finance
- Derivatives
- ETFs
- Emerging Markets
- Equities
- Equity Research
- Finance
- Hedge Funds
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Modeling
- Financial Services
- Fixed Income
- Fund Of Funds
- High Net Worth Individuals
- Funding
- Investment Advisory
- Investment Management
- Investment Banking
- Investments
- Investment Strategies
- Investor Relations
- Mutual Funds
- Options
- Portfolio Management
- Private Equity
- Retirement Planning
- Risk Management
- Series 63
- Series 24
- Strategic Financial Planning
- Strategy
- Trading
- Valuation
- Uniform Combined State Law
- Venture Capital
- Wealth
- Strategic Financial
- High Net Worth
- Uniform Combined State
- MBA
Brad Walker Summary
- Brad Walker, based in New York, NY, US, is currently a President at CAIS. Brad Walker brings experience from previous roles at CAIS, YPO Metro NY and Highbridge Capital Management. Brad Walker holds a 2000 - 2004 Bachelor Of Science In Business Administration in Marketing, Finance. With a robust skill set that includes Series 7, Securities, FINRA, Due Diligence, Wealth Management and more. Brad Walker has 6 emails and 2 mobile phone numbers on RocketReach.
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