Bradley Barry
Financial Planning Intern @Yeskebuie
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WORK HISTORY
Financial Planning Intern @Yeskebuie
San Francisco, CA, US
Revamped firm’s Financial Literacy Program by developing customized resources intended for recent graduates, including a debt reduction calculator and an intuitive stock market tracker using Excel- Helped the firm reach $1 billion AUM by supporting day-to-day operations, assisting with client onboarding, and drafting various client deliverables, including net worth statements and insurance summaries- Executed time sensitive tasks in an efficient manner such as client correspondence, meeting preparation, and audit related duties- Assisted with the firm\'s annual surprise custody examination for Rule 206(4)-2 by organizing and reviewing necessary client billing information- Participated in Dimensional Fund Advisors\' Virtual Investing Summer Series, expanding my knowledge in evidence-based investment strategies and client communication principles
ABOUT BRADLEY BARRY
Current junior at San Diego State University graduating with a Finance degree in 2026. My experience as a Division Leader at Rally Enterprises honed my abilities in leadership, adaptability, and attention to detail. At San Diego State University, I applied these skills to streamline front desk operations and resolve conflicts with ease. I hope to use my educational background and leadership experiences to contribute to an organization that values innovation and teamwork.
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