Brad Henry

Senior Institutional Relationship Manager @Nationwide Financial

St. Petersburg, FL, US
MOBILE NUMBERS
+12•••••••37

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WORK HISTORY

Jan 2016 — Present

Senior Institutional Relationship Manager @Nationwide Financial

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St Petersburg, FL, US

Responsible for partnering with manager research analysts at national and regional wealth management firms in order to expand Nationwide\'s mutual fund and ETF placements on advisory platforms, recommended lists and discretionary models. Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation. Due to industry regulations, I may not accept endorsements or recommendations for my investment advisory skills, products or services.

EDUCATION

1994 — 1999

The Pennsylvania State University

BS, Economics

SKILLS

Financial PlanningEquitiesMicrosoft OfficeEtfsFixed IncomeWealth ManagementInvestment StrategiesAlternative InvestmentsSeparately Managed AccountsFactsetSecuritiesInvestmentsDue DiligenceCapital MarketsSeries 7Asset ManagementAsset AllocationMutual FundsSeparate AccountsClient Service

ABOUT BRAD HENRY

Experienced Mutual Fund & ETF National Accounts Relationship Manager focusing on national broker-dealer due diligence teams, RIAs and institutional consultants.

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Brad Henry — Email, Phone Number & Contact Info | Unifers