Regional Vice President @ CNL Securities Corp (October 2015 - October 2017)
Partner @ (September 2014 - October 2015)
Senior Regional Director @ Lockwood Advisors, Inc. (March 2004 - September 2014)
Financial Advisor @ (January 2002 - March 2004)
Todd Brady Education
Penn State University
Bachelor of Science (Economics)
1998-2002
Todd Brady Skills
Asset Allocation
Sales Process
Securities
Marketing
Equities
Investment Advisory
Financial Services
Project Management
Mutual Funds
Business Strategy
Asset Management
Investment Management
Series 7
Separately Managed
ETFs
Series 63
Alternative Investments
Sales
Investments
Todd Brady Summary
Todd Brady, based in Philadelphia, PA, US, is currently a Managing Director at Jefferies Asset Management. Todd Brady brings experience from previous roles at Nuveen, Wells Fargo Asset Management, CNL Securities Corp and Ironview Capital Management. Todd Brady holds a 1998 - 2002 Bachelor of Science in Economics @ Penn State University. With a robust skill set that includes Asset Allocation, Sales Process, Securities, Marketing, Equities and more. Todd Brady has 1 emails and 1 mobile phone numbers on RocketReach.
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