Bradley Smith
MBA, Master of Finance
- Role
- Financial Representative at Northwestern Mutual
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Bradley Smith
Brad Smith is a dynamic leader with extensive experience in finance, operations, and legal practices at Helix Decision Science. Collaborating closely with the CEO and CTO, he plays a pivotal role in designing and implementing the company’s structure, encompassing financial, operational, legal, and cultural elements. His expertise extends to reviewing and establishing legal documents in partnership with legal counsel, securing and managing company finances, and automating operational applications through vendor partnerships.Brad has a proven track record in financial management, overseeing insurance policies, billing transactions, and investment vehicles, including non-qualified options and convertible promissory notes. He excels in communication, having created and delivered presentations that enhance investors’ understanding of Helix. His organizational skills are highlighted through his management of in-person roadshows and online events, as well as establishing compliance policies in line with executive goals.During his academic journey, Brad served as a Senator and later as President of the College of Business, demonstrating his commitment to fostering a vibrant academic community. His professional growth was further enhanced by mentorship under Sean Murphy at BDO USA LLP in the firm’s Forensic Advisory Practice, where he honed his skills in sales, finance, and operations.Brad shares a special bond with his twin brother and has a rich musical background as a former trumpet player in jazz ensembles, orchestras, and marching bands. His adventurous spirit is evident in his passion for the outdoors, where he dedicates his summers to teaching archery and riflery. A proud supporter of the New Orleans Saints, Brad embodies the spirit of his hometown both on and off the field. Additionally, he has explored his artistic side through acting, participating in small roles in various films, television shows, and music videos.Brad embraces a lifestyle of constant self-improvement, viewing challenges as opportunities for growth. He believes that success stems not from luck, but from strategic thinking and hard work, a mantra that drives his professional and personal endeavors.
Experience
Financial Representative
May 2025 — Present · Charlotte, NC, US
Education
University of New Orleans
Bachelor’s, Finance, General
2017 — 2019
University of New Orleans
Master of Finance, Finance, General
2020 — 2021
University of New Orleans
Master of Business Administration - MBA, Business Administration and Management, General
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.