2007 -
2013 Director of Research @ Ulrich Consulting Group
2000 -
2007 Portfolio Manager @
William Brady Education
New Mexico State University
Master of Business Administration (M.B.A.)
1999
-
2000
New Mexico State University
Bachelor’s Degree (Finance and Financial Management Services)
1995
-
1999
William Brady Skills
New Business Development
Market Analysis
Investment Decisions
Planning Software
Financial Planning Software
Financial Concepts
Customer Satisfaction
Organization Skills
Attention to Detail
Annual Shareholder Meetings
Skill Development
Implementation Of Policies
Events
Series 65
Due Diligence
Communication
Written Communication
Report Writing
Presentations
Investment Performance
Financial Data
Strategy
Retirement
Rebalancing
Investment Policy
Financial Risk
Data Analysis
Capital Markets
Financial Markets
Financial Services
Leadership
Investment Management
Wealth Management
Microsoft Office
Business Development
Analytical Skills
Financial Advisory
Asset Allocation
Microsoft Excel
Portfolio Management
Investments
Banking
Credit Analysis
Commercial Lending
Small Business Lending
Financial Analysis
Commercial Banking
Asset Management
Finance
Loans
Risk Management
Management
PowerPoint
William Brady Summary
William Brady, based in El Paso, TX, US, is currently a SVP, Chief Investment Officer at WestStar. William Brady brings experience from previous roles at Ulrich Consulting Group and Wells Fargo. William Brady holds a 1999 - 2000 Master of Business Administration (M.B.A.) @ New Mexico State University. With a robust skill set that includes New Business Development, Market Analysis, Investment Decisions, Planning Software, Financial Planning Software and more. William Brady has 2 emails and 1 mobile phone numbers on RocketReach.
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