Matthew Brady

Matthew Brady

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Followers of Matthew Brady1000 followers
location of Matthew BradyDenver Metropolitan Area

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  • Timeline

  • About me

    Senior Manager, Annuity Sales at Charles Schwab

  • Education

    • Colorado School of Mines

      2005 - 2006
      ENGINEERING
    • University of Northern Colorado

      2006 - 2009
      Bachelor of Science (BS) Finance, General
  • Experience

    • COUNTRY Financial®

      Sept 2009 - Nov 2010
      Registered Representative
    • Jackson

      Nov 2010 - Dec 2015
      Business Development Consultant
    • INVEST Financial Corporation

      Dec 2015 - Nov 2017
      New Business Development Consultant
    • Charles Schwab

      Nov 2017 - Mar 2024

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      • Senior Manager Annuity Sales

        Feb 2021 - Mar 2024
      • Senior Team Manager, Annuity Operations at Charles Schwab

        May 2020 - Jan 2021
      • VP - Financial Consultant

        Nov 2017 - May 2020
  • Licenses & Certifications

    • Series 66

      FINRA (Financial Industry Regulatory Authority)
      Apr 2016
    • Series 7

      FINRA (Financial Industry Regulatory Authority)
      Jan 2016