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Dan Brady, CFA, CFP®

Dan Brady, CFA, CFP®

Micro-finance Intern

Followers of Dan Brady, CFA, CFP®1000 followers
location of Dan Brady, CFA, CFP®Boston, Massachusetts, United States

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  • Timeline

  • About me

    Relationship Manager at CIBC Private Wealth US

  • Education

    • Bentley University

      2009 - 2013
      Bachelor of Science Major: Finance, Minor: Law

      Relevant Coursework:Business Law 1, Legal and Ethical Environment in Business, Applied Calculus for Business, Financial Markets and Investments, Advanced Managerial Finance, Integrated Business Project

  • Experience

    • MASSLOC

      Jun 2012 - Dec 2012
      Micro-finance Intern

      Acquire loans for local businesses in the Volta Region of Ghana

    • Brown Brothers Harriman

      Jul 2013 - Jul 2014
      Fund Accountant

    • VOIPo

      Jul 2014 - Jul 2015
      Financial Analyst

    • MFS Investment Management

      Aug 2015 - Sept 2017
      Regional Sales Representative

    • Trendrating

      Sept 2017 - Aug 2020

      • VP of Sales, Wealth Management

        May 2019 - Aug 2020

      • Senior Sales Executive

        Sept 2017 - Jul 2019

    • CIBC U.S.

      Jul 2020 - now
      Relationship Manager

  • Licenses & Certifications

    • Series 63

      Financial Industry Regulatory Authority (FINRA)

    • Certified Financial Planner (CFP)

      CFP Board
      Dec 2020

    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute
      Feb 2018

    • Series 6

      Financial Industry Regulatory Authority (FINRA)
      Dec 2015

  • Volunteer Experience

    • Financial Literacy Program

      Issued by CFA Society Boston on Jan 2022
      CFA Society BostonAssociated with Dan Brady, CFA, CFP®

    • UNICEF NEXTGEN

      Issued by UNICEF USA on May 2023
      UNICEF USAAssociated with Dan Brady, CFA, CFP®

    • Board Member

      Issued by Greater Boston Chamber of Commerce on Oct 2023
      Greater Boston Chamber of CommerceAssociated with Dan Brady, CFA, CFP®