Brad Whitman's Location
Fort Mill, SC, US
Brad Whitman's Work
- Transaction Manager, AVP @ Citi
- Senior Communications Consultant @ Wells Fargo
- Advertising Review Analyst @ Raymond James
- Analyst, Advertising Review @ Cetera Financial Group
- Financial Crimes Consultant @ Wells Fargo
- Compliance Analyst - Advisor Review @ LPL Financial
- AML Compliance Analyst @ LPL Financial
- Retirement Specialist @ Vanguard
- Mortgage Loan Officer @ Bank of America
- Mortgage Loan Officer @ LSI MORTGAGE PLUS
Brad Whitman's Education
- Pfeiffer University
Master of Business Administration (MBA) (Business Administration and Management, General)
2010 - 2016 - University of South Carolina
Bachelor of Science (BS) (Marketing)
2003 - 2007
Brad Whitman's Skills
- Series 24
- Series 7
- Series 63
- Regulatory Compliance
- Retirement Planning
- Financial Crimes Investigations
- IRAs
- Mutual Funds
Brad Whitman's Summary
Brad Whitman, based in Fort Mill, SC, US, is currently a Transaction Manager, AVP at Citi, bringing experience from previous roles at Wells Fargo, Raymond James and Cetera Financial Group. Brad Whitman holds a 2010 - 2016 Master of Business Administration (MBA) in Business Administration and Management, General @ Pfeiffer University. With a robust skill set that includes Series 24, Series 7, Series 63, Regulatory Compliance, Retirement Planning and more, Brad Whitman contributes valuable insights to the industry. Brad Whitman has 1 email and 1 mobile phone number on RocketReach.
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