Chris Brady Email & Phone Number
Managing Director, Business Development Officer @ Kayne Anderson Rudnick
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Chris Brady Location
- Boston, MA, US
Chris Brady Work
- 2025 -now Managing Director, Business Development Officer @
- 2025 -2025 Director of Custodial Referrals @
- 2023 -2024 Regional Vice President, Wealth Management @
- 2022 -2023 Vice President and Wealth Advisor @
- 2021 -2022 Vice President, Financial Consultant @
- 2015 -2021 Financial Consultant @
- 2012 -2015 Investments Representative @
- 2011 -2012 Financial Representative @
- 2010 -2011 Investment Solutions Representative @
- 2009 -2010 Financial Representative @
- 2008 -2009 Broker's Assistant @
Chris Brady Education
- University of Tampa
Bachelor's degree (Finance)
2006-2009
Chris Brady Skills
- Investments
- Series 63
- Retirement Planning
- Mutual Funds
- Series 7
- Asset Allocation
- Strategic Financial Planning
- Investment Advisory
- Variable Annuities
- Trading
- ETFs
- Financial Advisory
- Personal Financial Planning
- IRAs
- High Net Worth Individuals
- 401k Rollovers
- Life
- Asset Managment
- Portfolio Management
- Fixed Annuities
- 401k
- Retirement
- Wealth Management
- Series 65
- Manage Client Relationships
- Life Insurance
- Solution Selling
- Licensed to Sell Insurance
- Technology
- Financial Services
- Microsoft Word
- Real Estate
- Customer Service
- Project Management
- Services
- Integration
- Concept Development
- Interactive Marketing
- Corporate Identity
- Typography
- Corporate Branding
- Art Direction
- Direct Mail
- CRM
- Advertising
- Marketing
- Illustration
- Brand Development
- Direct Marketing
- Interaction Design
- Social Media
- Interactive Advertising
- Customer Relations
- Business Development
- Digital Marketing
- Creative Direction
- Graphic Design
- Branding and Identity
- Creative Strategy
- Integrated Marketing
- Digital Strategy
- New Business Development
- User Interface Design
Chris Brady Summary
- Chris Brady, based in Boston, MA, US, is currently a Managing Director, Business Development Officer at Kayne Anderson Rudnick. Chris Brady brings experience from previous roles at RWA Wealth Partners, Clarendon Private and Fidelity Investments. Chris Brady holds a 2006 - 2009 Bachelor's degree in Finance @ University of Tampa. With a robust skill set that includes Investments, Series 63, Retirement Planning, Mutual Funds, Series 7 and more. Chris Brady has 2 emails and 2 mobile phone numbers on RocketReach.
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