Brady Harris
Student at Baylor University double majoring in Entrepreneurship and Finance
- Role
- Wealth Management Intern at Apriem Advisors
- Location
- Waco, TX, US
- LinkedIn followers
- 500 followers
About Brady Harris
Finance candidate experienced in Excel, management, and leadership. Strong leader who is collaborative, detail-oriented, hard-working, and has strong initiative. Entry knowledge of financing, accounting, GAAP principles, modeling, and economics. Strong skills in problem-solving, analytics, and attention to detail. Proficient in all aspects of Microsoft Office. Technologically minded and very quick to learn new systems or services. Very coachable, takes direction well, and willing to do what it takes with a strong passion and eagerness to learn
Experience
Wealth Management Intern
Jul 2025 — Present · Irvine, CA, US
Participated and thrived in a 6-week hands-on wealth management program that rotated through all facets of an RIA Firm with $1.3 billion AUM•Gained proficiency in numerous programs such as Redtail, E-money, and multiple Orion Systems•Visited or had meetings with numerous close clients and partner institutions such as PIMCO, Goldman Sachs, and Charles Schwab•Completed a summer project that entailed creating a fully-fledged financial plan for a client with a net worth of over $1.5 million, creating budgets, retirement planning, and savings, and incorporating an investment strategy to reach their goals•Worked with the Investment team and gained exposure to proper investments, markets, and numerous trades worth over $25 million
Education
Baylor University
Business Administration and Management, General
2022 — 2026
Mater Dei High School
General Studies
2018 — 2022
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