Bradley Swain
Kelly/Pitchkolan Wealth Management Group
- Role
- Associate Broker, Customer Relationship Coordinator at Wedbush
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Bradley Swain
Experienced Vice President Of Investments with a demonstrated history of working in the…
Experience
Associate Broker, Customer Relationship Coordinator
Apr 2009 — Present · San Diego, CA, US
Education
Thunderbird School of Global Management
MIM
1981 — 1983
Prescott College
BA
1970 — 1973
Skills
- Retirement
- Equity Trading
- Business Strategy
- New Business Development
- Management
- Investment Management
- Due Diligence
- Hedge Funds
- Insurance
- Investment Strategies
- Alternative Investments
- Series 63
- Marketing
- Investments
- Investment Banking
- Financial Advisory
- Uniform Combined State Law
- Financial Modeling
- Strategic Planning
- Estate Planning
- Mutual Funds
- Wealth Management
- Capital Markets
- Series 7
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