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Brad Walker Location
New York, NY, US
Brad Walker Work
President @ (March 2025 - Present)
Chief Client and Product Development Officer @ (December 2021 - March 2025)
Senior Managing Director @ (May 2012 - May 2022)
Member @ (December 2024 - Present)
Vice President @ (April 2010 - May 2012)
Financial Advisor @ (July 2005 - April 2010)
Equity Trader @ Carlin Equities - Generic Trading of Philadelphia (June 2004 - July 2005)
Brad Walker Education
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 3 mobile phone numbers on RocketReach.
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