Brad Burgunder

About Brad Burgunder

Skilled sales and relationship professional with in-depth knowledge and expertise in the asset management and wealth space. Worked with fintechs to develop strategy and build brand awareness with Heads of Research and analysts at wirehouses, supermarket platforms, regionals, TAMPs, insurance sub-advised and RIAs. Also, represented brands with large and boutique asset managers. Familiar with investments to help drive research decisions and communicate products (RFP automation and product intelligence).Also has a long track record of representing and positioning mutual funds, separately managed, sub-advised, and model delivery products on behalf of world-class portfolio managers. Excellent client engagement skills. Enjoys working as an individual contributor and in a team environment. Published author of children\'s books.

Experience

1. Client Relationship Manager, North America

   Kurtosys

   Oct 2023 — Present · US

   Pain-free investment data + insight delivery. Our secure cloud-based platform of easy-to-use tools seamlessly integrate your data and content to deliver automated reporting, engaging website experiences and secure client portals — on time, every time.

Education

• Bucknell University

  Bachelor of Arts (B.A.), Organizational Behavior; Education

• Bucknell University

  Bachelor of Arts - BA, Education

• The Johns Hopkins University - Carey Business School

  MBA, Marketing

  2000

Skills

• Sales
• Emerging Markets
• Investments
• Fixed Income
• Asset Management
• Financial Services
• Account Management
• Due Diligence
• Strategy
• Marketing
• Capital Markets
• Series 7
• Business Development
• Wealth Management
• Municipal Bonds
• Separately Managed Accounts
• Financial Advisory
• Portfolio Management
• Investment Management
• Relationship Management
• Model Delivery
• Banking
• Mutual Funds
• Equities
• Crm Salesforce
• Key Client Relationships
• Ucits