Brendan J. Brady
Lead Wealth Management Banker | RBC Wealth Management
- Role
- Lead Wealth Management Banker at RBC Wealth Management
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Brendan J. Brady
20+ years experience in financial services.
Experience
Lead Wealth Management Banker
Mar 2021 — Present · NH, US
Responsible for banking and lending growth and product development through RBCs Clearing and Custody channel. Focused on driving sales to independent broker dealers and RIAs through relationship building, marketing, product education, and service.
Education
Boston College
Bachelor
Skills
- Financial Services
- Credit
- Financial Modeling
- Wealth Management
- Credit Analysis
- Private Banking
- Options
- Portfolio Management
- Loans
- Fixed Income
- Series 63
- Capital Markets
- Series 7
- Credit Risk
- Banking
- Mutual Funds
- Risk Management
- Bloomberg
- Investments
- Securities
- Derivatives
- Financial Analysis
- Equities
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